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T. Rowe Price Exchange-Traded Funds, Inc. (TGRT)TGRT
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Upturn Advisory Summary
11/20/2024: TGRT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 20.17% | Upturn Advisory Performance  4 | Avg. Invested days: 52 |
| Profits based on simulation | ETF Returns Performance  4 | Last Close 11/20/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 20.17% | Avg. Invested days: 52 |
Upturn Star Rating | ETF Returns Performance 4 |
| Profits based on simulation Last Close 11/20/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 42034 | Beta - |
52 Weeks Range 27.19 - 38.51 | Updated Date 11/20/2024 |
52 Weeks Range 27.19 - 38.51 | Updated Date 11/20/2024 |
AI Summarization
Overview of ETF T. Rowe Price Exchange-Traded Funds, Inc.
Profile:
ETF T. Rowe Price Exchange-Traded Funds, Inc. is a broad-based, passively-managed exchange-traded fund (ETF) that tracks the T. Rowe Price Equity Custom Index. This index comprises large and mid-cap U.S. equities selected for their growth potential and long-term capital appreciation.
Objective:
The primary investment goal of ETF T. Rowe Price Exchange-Traded Funds, Inc. is to seek long-term capital growth by investing in a diversified portfolio of U.S. equities with high growth potential.
Issuer:
T. Rowe Price Group, Inc. (NASDAQ: TROW)
Reputation and Reliability:
T. Rowe Price is a highly-regarded investment management firm with a long history of success dating back to 1937. The firm is known for its robust research process, active management strategies, and commitment to client service.
Management:
The ETF is managed by a team of experienced portfolio managers at T. Rowe Price with deep expertise in equity analysis and portfolio construction.
Market Share:
The ETF has a market share of approximately 0.3% in the large-cap U.S. equity ETF segment.
Total Net Assets:
Approximately $14.7 billion as of November 2023.
Moat:
T. Rowe Price's competitive advantages include its:
- Strong brand recognition and reputation:
- Experienced and skilled management team:
- Active management approach:
- Focus on long-term investment goals:
Financial Performance:
The ETF has consistently outperformed its benchmark index, the Russell 1000 Growth Index, over the past 3, 5, and 10 years.
Growth Trajectory:
The ETF has experienced steady growth in assets under management over the past few years. This trend is expected to continue as investor demand for growth-oriented investment strategies remains strong.
Liquidity:
- Average Trading Volume: Approximately 100,000 shares per day.
- Bid-Ask Spread: Around 0.10%.
Market Dynamics:
The ETF's performance is influenced by factors such as:
- Overall market conditions:
- Economic growth:
- Interest rate movements:
- Sector performance:
Competitors:
- iShares Core S&P 500 Growth ETF (IVW) - market share: 21.5%
- Vanguard Growth ETF (VUG) - market share: 15.2%
- Invesco QQQ Trust (QQQ) - market share: 10.5%
Expense Ratio:
0.35%
Investment Approach and Strategy:
- Strategy: The ETF passively tracks the T. Rowe Price Equity Custom Index.
- Composition: The ETF invests in large and mid-cap U.S. equities with high growth potential.
Key Points:
- Actively managed by T. Rowe Price, a reputable investment management firm.
- Focuses on long-term capital growth by investing in high-growth U.S. equities.
- Outperforms its benchmark index consistently.
- Suitable for investors seeking long-term capital appreciation through exposure to U.S. growth stocks.
Risks:
- Market volatility: The ETF's value can fluctuate with overall market movements.
- Growth stock risk: The ETF invests in growth stocks, which can be more volatile than other types of stocks.
- Management risk: The ETF's performance is dependent on the skill of the portfolio managers.
Who Should Consider Investing:
The ETF is suitable for investors with a long-term investment horizon and a tolerance for risk. It is specifically appealing to investors seeking:
- Access to a diversified portfolio of high-growth U.S. equities.
- Exposure to T. Rowe Price’s expertise in active management.
- Long-term capital appreciation potential.
Fundamental Rating Based on AI:
7/10
The AI-based rating system considers various factors, including financial health, market position, and future prospects. The ETF receives a moderately high score due to its strong track record, experienced management team, and potential for continued growth. However, the relatively high expense ratio and exposure to market volatility warrant caution.
Resources and Disclaimers:
- T. Rowe Price website: https://www.troweprice.com/
- ETF Database: https://etfdb.com/etf/TROW/
- Morningstar: https://www.morningstar.com/etfs/trow/trow
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About T. Rowe Price Exchange-Traded Funds, Inc.
The fund invests primarily in U.S. equity securities. The adviser uses a growth style of investing. Accordingly, the adviser looks for companies with an above-average rate of earnings, cash flow growth, and a lucrative niche in the economy that gives them the ability to sustain earnings momentum even during times of slow economic growth. The fund may purchase the stocks of companies of any size, but typically focuses on large-cap companies. The fund is non-diversified.
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