Each year, as headlines tout inflation or red hot returns, investors revisit their favorite value stocks. Value is rarely as flashy as growth, and in a moment defined by AI, value has trailed lots of tech and growth strategies.
On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the T. Rowe Price Value ETF (TVAL) with Chuck Jaffe of Money Life.
VettaFi's Head of Research Todd Rosenbluth discussed the T. Rowe Price Value ETF (TVAL) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 31,779 | $1.32M | $1.38M | $55,284.18 | 4.17% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,759 | $136,006.12 | $163,140.6 | $27,134.48 | 19.95% |
Rachel Faulk Cape Investment Advisory Inc. | 50 | $2,084 | $2,130.5 | $46.5 | 2.23% |
James Rankin Modern Wealth Management, LLC | 468,439 | $19.52M | $20.38M | $857,242.9 | 4.39% |
Kevin Galvin Hopwood Financial Services, Inc. | 51,863 | $1.84M | $2.21M | $366,947.08 | 19.91% |
| ARCA Exchange | US Country |
The fund operates as an investment vehicle primarily targeting undervalued U.S. equity securities with a clear focus on capital appreciation. Adopting a value investing approach, the fund’s adviser meticulously selects investments that are considered undervalued based on various financial metrics and may be temporarily overlooked by the market but have strong potential for growth. This strategy is grounded in rigorous analysis of fundamental value indicators, aiming to capitalize on market inefficiencies and identify stocks that offer significant upside potential. By doing so, the fund positions itself as an attractive option for investors seeking exposure to undervalued equities that promise substantial returns over time. The adviser’s methodology encompasses a wide range of companies, with a preference towards larger corporations, highlighting the fund’s versatile yet focused investment philosophy.
The fund’s investment offerings are characterized by a comprehensive value-driven approach to selecting U.S. equity securities, with services designed to cater to investors seeking long-term capital growth through undervalued assets. The primary products and strategies include:
These services underscore the fund’s dedication to a disciplined, value-based investment strategy, aiming to secure long-term growth for its investors through the identification and acquisition of undervalued U.S. equity securities.