Active ETFs are all the rage right now, even outpacing equity ETF flows last month across equities and fixed income, respectively. Amid that growing interest in active ETFs, certain performers have stood out, even in a complicated market.
The T. Rowe Price Natural Resource ETF (TURF) has gained 33.8% since its June 2025 inception, riding an energy rally fueled by the Iran conflict, but the fund's portfolio managers see opportunity in structural shifts beyond the Strait of Hormuz closure.
It's been a very healthy start to 2026 for energy stocks, and for good reason. A number of factors are coming together to boost their appeal, with data center energy demand and deregulation adding to their case.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
J. Adam Causey Jackson Thornton Wealth Management LLC | 9,838 | $305,774.87 | $325,487.28 | $19,712.41 | 6.45% |
| NASDAQ (NMS) Exchange | US Country |
The fund is designed to achieve long-term capital appreciation by strategically investing in a diversified portfolio of assets. The primary goal is to provide investors with a reliable vehicle for growth over an extended duration, allowing them to accumulate wealth steadily. The fund adopts a disciplined investment approach, focusing on value and growth opportunities across various sectors of the economy.
The fund invests in stocks of companies that show strong potential for growth. This includes both large-cap and mid-cap stocks, with the objective of maximizing returns through capital appreciation and dividends.
Investing in bonds and other fixed income instruments forms a core part of the portfolio. This strategy aims to provide stability and regular income while mitigating overall portfolio risk during market fluctuations.
The fund also allocates capital to real estate investments, including commercial and residential properties. This diversification strategy is geared towards capturing value appreciation and generating rental income over time.
The inclusion of alternative assets such as hedge funds, private equity, and commodities is designed to enhance returns and reduce volatility. These investments can provide non-correlated performance during market downturns.
The fund offers comprehensive portfolio management services that include asset allocation, risk assessment, and periodic rebalancing of the portfolio to align with market conditions and investment goals.
Dedicated teams conduct in-depth market research and analysis to identify emerging trends, investment opportunities, and potential risks, ensuring that the fund’s investment strategy is well-informed and responsive to market dynamics.