Steady as She Goes for Markets? Don't Ignore High-Conviction Investments
When it comes to markets and portfolios, what will 2025 bring? A new administration's policies are taking shape, and while those impacts will take quite some time to be felt, the next big trend or news item to watch has yet to appear.
3 Takeaways From T. Rowe Price's Top-Performing Active ETFs of 2024
2024 was a strong year for active ETFs, with exciting new launches joining the fray and the category's AUM rising. Actively managed ETFs figure to play an even bigger role in 2025, too.
What Kind of Stocks Does Rising Active ETF TCAF Target?
Looking back on the big 2024 ETF stories, it's hard to avoid the rise of active ETFs. Actively managed strategies in the ETF wrapper have gathered significant assets and performed well amid some pretty considerable volatility.
TCAF: Performance, Factor Nuances Welcome A Skeptical View
Quality-focused TCAF leverages an active strategy designed "to provide long-term capital growth." The S&P 500 is its benchmark. Since my June note, TCAF has underperformed the S&P 500. Since the beginning of the year, it has trailed a few S&P 500 ETFs as well. TCAF's annualized return delivered during the July 2023-November 2024 period is weaker than those of IVV, VOO, and SPY.
Top Active ETF TCAF Sees $2 Billion in 1-Year Flows
With a strong year of active investing approaching an end this month, top active ETF TCAF has hit another flows milestone. The strategy has brought in more than $2 billion in net inflows over the last year, per ETF Database data.
Prepare Portfolios for Tariffs With Active ETFs
What kind of impact might tariffs have on U.S. investors? With a new administration seemingly intent on adding significant new tariffs to imports from key trading partners, certain goods may see significant price hikes.
Exchange Is Where Top Issuers Share Ideas
The Exchange conference offers investors plenty of opportunities to network. Additionally, the conference provides access to thought leaders from top asset managers.
Leading Active ETF TCAF Crosses $2.5 Billion
As active investing continues to grow in the ETF landscape, some strategies have broken through the noise. The T. Rowe Price Capital Appreciation Equity ETF (TCAF) stands out in that category.
T. Rowe Price Launches New Active Tech ETF TTEQ
T. Rowe Price has launched a brand new active tech ETF to compete in the ever-critical tech space. The T. Rowe Price Technology ETF (TTEQ) joins a burgeoning active ETF ecosystem.
The Real Winner of the 2024 Election? Active Investing
October is here, and with it, election coverage and discourse is peaking. Global audiences will be clued in to the outcome of U.S. elections, and investors are no exception.
Making Short Term Moves? Hold an Adaptive Long-Term Active ETF Instead
With some major news items dominating markets, namely rate cuts and China stimulus, investors may be tempted to make short term moves. Dipping out of some U.S. equities themes for another, for example, to capture the upside there or to avoid potential risks.
TCAF: Bottom-Up Approach Is Welcome In This Large-Cap ETF
T. Rowe Price Capital Appreciation Equity ETF employs a bottom-up stock selection approach, focusing on individual companies' management capabilities, market positioning, and attractive valuations for long-term capital growth. The fund's portfolio includes large-cap U.S. companies, with significant allocations to technology and healthcare sectors, and a higher-than-average P/E ratio. TCAF's one-year performance has been average, underperforming the S&P 500, but its long-term potential remains to be fully assessed.
