Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
TGRT
Upturn stock ratingUpturn stock rating

T. Rowe Price Exchange-Traded Funds, Inc. (TGRT)

Upturn stock ratingUpturn stock rating
$34.65
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

04/01/2025: TGRT (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

ratingratingratingratingrating

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Analysis of Past Performance

Type ETF
Historic Profit 12.32%
Avg. Invested days 50
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 59230
Beta -
52 Weeks Range 30.32 - 39.58
Updated Date 04/1/2025
52 Weeks Range 30.32 - 39.58
Updated Date 04/1/2025

ai summary icon Upturn AI SWOT

T. Rowe Price Exchange-Traded Funds, Inc.

stock logo

ETF Overview

overview logo Overview

T. Rowe Price Exchange-Traded Funds, Inc. offers a range of actively managed ETFs across various asset classes and investment styles, focusing on delivering long-term capital appreciation through disciplined research and risk management.

reliability logo Reputation and Reliability

T. Rowe Price is a well-established and reputable asset manager with a long history of providing investment management services.

reliability logo Management Expertise

T. Rowe Price has a team of experienced investment professionals with expertise in various asset classes and investment strategies.

Investment Objective

overview logo Goal

To provide investors with targeted investment solutions across various asset classes, utilizing active management strategies to outperform relevant benchmarks.

Investment Approach and Strategy

Strategy: T. Rowe Price Exchange-Traded Funds, Inc. utilizes active management, employing fundamental research and security selection to seek returns above their respective benchmarks.

Composition The ETF holdings consist of stocks, bonds, or a mix of both, depending on the specific investment objective of each individual T. Rowe Price ETF.

Market Position

Market Share: Market share varies greatly depending on the specific ETF within the T. Rowe Price Exchange-Traded Funds, Inc. family. It does not hold a dominant market share across all ETFs.

Total Net Assets (AUM): Information unavailable without specifying a specific T. Rowe Price ETF.

Competitors

overview logo Key Competitors

  • Schwab Strategic Trust (SCHX)
  • Vanguard Total Stock Market ETF (VTI)
  • iShares Core S&P 500 ETF (IVV)

Competitive Landscape

The ETF industry is highly competitive, with many established players. T. Rowe Price's active management approach provides a potential advantage, but also faces challenges in consistently outperforming passive index funds. Their reputation and research capabilities are key differentiators.

Financial Performance

Historical Performance: Historical performance data is ETF-specific and unavailable at the aggregate T. Rowe Price Exchange-Traded Funds, Inc. level. Check the factsheet of each ETF.

Benchmark Comparison: Benchmark comparison depends on the specific ETF and its chosen benchmark. This is not available at the aggregate level.

Expense Ratio: Expense ratios vary by ETF, but they are generally higher than passive index funds due to active management.

Liquidity

Average Trading Volume

Average trading volume varies substantially depending on the specific T. Rowe Price ETF. Please refer to the respective factsheet.

Bid-Ask Spread

The bid-ask spread for T. Rowe Price ETFs depends on trading volume and market conditions.

Market Dynamics

Market Environment Factors

Economic indicators, interest rates, and sector-specific trends all influence the performance of T. Rowe Price ETFs. Actively managed ETFs are also affected by the portfolio manager's decisions.

Growth Trajectory

Growth depends on investor demand for active management and the ETF's ability to deliver competitive returns. New ETF offerings and strategic shifts can also influence growth.

Moat and Competitive Advantages

Competitive Edge

T. Rowe Price's competitive advantages stem from its well-regarded research capabilities, experienced investment professionals, and a disciplined investment process. Their commitment to active management aims to provide differentiated returns. The firm's brand reputation and long-term investment philosophy attract investors seeking higher returns with greater risk management. They have a strong distribution network and a diverse product range across asset classes that cater to different investor needs.

Risk Analysis

Volatility

Volatility varies depending on the specific ETF and its underlying holdings, actively managed funds may exhibit higher volatility as per security selections.

Market Risk

Market risk includes general economic downturns, sector-specific risks, and interest rate fluctuations, depending on the ETF's asset allocation.

Investor Profile

Ideal Investor Profile

The ideal investor is one who seeks actively managed investment strategies and is willing to pay a higher expense ratio for the potential of outperforming benchmarks. Investors should have a moderate to long-term investment horizon.

Market Risk

Suitable for long-term investors seeking active management and willing to accept higher fees in exchange for the potential of higher returns and is not intended for traders or passive investors.

Summary

T. Rowe Price Exchange-Traded Funds, Inc. offers actively managed ETFs aiming to deliver superior returns through research-driven security selection. They compete in a crowded marketplace against both active and passive strategies, their brand name and experienced managers lend credibility. Risk and volatility may be higher compared to passive index funds. Investors should consider their individual risk tolerance and investment goals before investing.

Similar Companies

ARKKratingrating

ARK Innovation ETF

$47.8
ETF
0%
PASS

ARKKratingrating

ARK Innovation ETF

$47.8
ETF
0%
PASS

DGROratingrating

iShares Core Dividend Growth ETF

$61.61
ETF
0%
PASS

DGROratingrating

iShares Core Dividend Growth ETF

$61.61
ETF
0%
PASS

JPSTratingrating

JPMorgan Ultra-Short Income ETF

$50.45
ETF
14.06%
Consider higher Upturn Star rating
BUY since 676 days

JPSTratingrating

JPMorgan Ultra-Short Income ETF

$50.45
ETF
BUY since 676 days
14.06%
Consider higher Upturn Star rating

ONEOratingrating

SPDR® Russell 1000 Momentum Focus ETF

$113.96
ETF
0%
PASS

ONEOratingrating

SPDR® Russell 1000 Momentum Focus ETF

$113.96
ETF
0%
PASS

Sources and Disclaimers

Data Sources:

  • T. Rowe Price website
  • ETF.com
  • Morningstar

Disclaimers:

Investment involves risk, including the possible loss of principal. Past performance does not guarantee future results. This analysis is for informational purposes only and does not constitute investment advice.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About T. Rowe Price Exchange-Traded Funds, Inc.

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies with growth characteristics. For purposes of the fund"s 80% investment policy, the fund's managers consider a company to have growth characteristics if the company"s securities are represented in an appropriate third-party growth-oriented index. The fund is non-diversified.

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!​