T Rowe Price has long been viewed as a leading active manager known for its fundamental research. Six years ago they entered the ETF market and have continued to successfully grow their lineup.
In a notable milestone, T. Rowe Price now holds ten ETFs with $1 billion in AUM.
In my former life as a mutual fund analyst, T. Rowe Price was always a staple of my research.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 349 | $15,028.06 | $14,860.42 | -$167.64 | -1.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,540 | $193,858.81 | $193,313.2 | -$545.61 | -0.28% |
Amir Har-El Savvy Advisors, Inc. | 7,955 | $335,544.09 | $338,723.9 | $3,179.81 | 0.95% |
| ARCA Exchange | US Country |
This fund is primarily focused on investing in various U.S. bonds, allocating at least 80% of its net assets to this asset class under normal conditions. Its core objective is to achieve total returns that surpass those of the Bloomberg U.S. Aggregate Bond Index, a widely recognized benchmark for U.S. investment-grade bonds with intermediate- to long-term maturities. By adhering to this strategy, the fund aims to provide its investors with a diversified portfolio that captures the broad dynamics of the U.S. fixed income market, catering to those seeking exposure to U.S. bonds along with the potential for higher than benchmark returns.
The fund commits at least 80% of its net assets to investments in U.S. bonds. This encompasses a broad range of bond types with varying credit qualities and maturities, primarily focusing on investment-grade bonds. This approach is designed to tap into the stability and potential growth opportunities within the U.S. fixed income market.
Through its active management strategy, the fund seeks to outperform its benchmark index, the Bloomberg U.S. Aggregate Bond Index. The index serves as a barometer for investment grade, fixed-income securities in the U.S., and the fund's aim to exceed the total returns of this index underscores a commitment to generating alpha for its investors. The adviser’s expertise in selecting a wide range of bonds represented in the index helps in achieving this goal.