Summary
TCAF Chart
Active Stock Funds Chase Income as Yields Sink
Investors seeking income are moving into active stock funds. The category gathered $36 billion in July, according to State Street Investment Management.
Top Active ETF TCAF Spikes After Milestone en Route to $10 Billion
The T. Rowe Price Capital Appreciation Equity ETF (TCAF) has stood out in recent years, and recently saw a major milestone. The active ETF hit its three-year ETF milestone last month, rising approximately $1 billion in AUM since that date.
TCAF: A Few Factor Improvements Since April, Yet Outperformance Still Unlikely, A Hold
T Rowe Price Capital Appreciation Equity ETF is an actively managed vehicle seeking "long-term capital growth." Portfolio recalibrations made since April have boosted TCAF's growth and GARP characteristics, making its overall factor profile more competitive compared to IVV. However, I see a few quality issues, plus its exposure to the low volatility factor is likely to restrain upside capture, hindering it from beating IVV.
T. Rowe Price Capital Appreciation Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 57,441 | $1.86M | $2.45M | $591,744.4 | 31.78% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 19,849 | $702,585.3 | $823,535.01 | $120,949.71 | 17.21% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 5.29M | $217.48M | $226.74M | $9.26M | 4.26% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 241,682 | $8.71M | $10.03M | $1.31M | 15.06% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 161,696 | $5.77M | $6.93M | $1.16M | 20.13% |
T. Rowe Price Capital Appreciation Equity ETF (TCAF) FAQ
What is the stock price today?
On which exchange is it traded?
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Does it pay dividends? What is the current yield?
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Has T. Rowe Price Capital Appreciation Equity ETF ever had a stock split?
T. Rowe Price Capital Appreciation Equity ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is designed for investors looking to allocate a portion of their portfolio to equity securities, with a particular focus on large U.S. companies. It operates with the flexibility to invest across various sectors but has shown a preference for information technology and healthcare sectors. This flexibility allows the fund to adapt to changing market conditions and to allocate its investments in a way that seeks to maximize returns. The fact that it is non-diversified means it might invest more heavily in fewer sectors or companies, potentially increasing risk and return.
Products and Services
- Equity Securities Investment
The fund commits at least 80% of its assets to equity securities. This includes stocks across a range of market capitalizations, but with a notable concentration on large U.S. companies. This strategy is tailored towards investors seeking growth through equity investments in established markets.
- Sector-Focused Investments
While the fund can invest across various sectors, it has a historical tendency to focus investments on the information technology and healthcare sectors. This sector-specific investment strategy could appeal to those looking to capitalize on the growth potential in these industries.
