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Upturn AI SWOT - About
T. Rowe Price Exchange-Traded Funds Inc. - T. Rowe Price Floating Rate ETF (TFLR)
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Upturn Advisory Summary
10/24/2025: TFLR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 14.53% | Avg. Invested days 89 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 47.47 - 51.39 | Updated Date 06/29/2025 |
52 Weeks Range 47.47 - 51.39 | Updated Date 06/29/2025 |
Upturn AI SWOT
T. Rowe Price Exchange-Traded Funds Inc. - T. Rowe Price Floating Rate ETF
ETF Overview
Overview
The T. Rowe Price Floating Rate ETF (TFLO) aims to provide current income by investing primarily in floating rate loans and other floating rate debt instruments. It seeks to offer a higher yield than traditional fixed-rate bonds while minimizing interest rate risk.
Reputation and Reliability
T. Rowe Price is a well-established and reputable investment management firm with a long history of providing investment solutions.
Management Expertise
T. Rowe Price has a team of experienced investment professionals specializing in fixed income strategies and credit analysis.
Investment Objective
Goal
To provide current income while minimizing interest rate risk.
Investment Approach and Strategy
Strategy: The ETF invests primarily in floating rate loans and other floating rate debt instruments.
Composition The fund holds a portfolio of floating rate loans, typically issued by corporations, and other debt instruments with floating interest rates.
Market Position
Market Share: Data unavailable
Total Net Assets (AUM): 77430000
Competitors
Key Competitors
- Invesco Senior Loan ETF (BKLN)
- First Trust Senior Loan Fund ETF (FTSL)
- SPDR Blackstone Senior Loan ETF (SRLN)
Competitive Landscape
The floating rate loan ETF market is moderately concentrated. BKLN and FTSL are the largest players, with TFLO being a smaller entrant. TFLO benefits from T. Rowe Price's strong reputation, but faces a challenge in gaining market share against established competitors with greater liquidity and AUM. TFLOu2019s lower expense ratio, if maintained, could attract investors seeking cost-effective exposure.
Financial Performance
Historical Performance: Historical performance data not available in structured format.
Benchmark Comparison: Benchmark comparison not available in structured format.
Expense Ratio: 0.34
Liquidity
Average Trading Volume
The average trading volume of TFLO is relatively low, suggesting limited liquidity.
Bid-Ask Spread
The bid-ask spread of TFLO varies but can be relatively wide, particularly during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rate policies and credit spreads influence the performance of floating rate loans. Corporate earnings and overall market sentiment can also affect borrower creditworthiness and loan prices.
Growth Trajectory
TFLO's growth is dependent on investor demand for floating rate exposure as a hedge against rising interest rates. Changes in the fundu2019s strategy would be reflected in its portfolio holdings and performance.
Moat and Competitive Advantages
Competitive Edge
TFLO benefits from T. Rowe Price's established brand and expertise in fixed income investing. The ETF aims to offer competitive performance through active management, leveraging the firm's credit research capabilities. A lower expense ratio can also attract cost-conscious investors. However, it's a newer fund so the AUM is much smaller.
Risk Analysis
Volatility
Floating rate loans are subject to credit risk, which can result in price volatility, especially during economic downturns.
Market Risk
Market risk includes fluctuations in interest rates, credit spreads, and overall market sentiment, all of which can impact the value of floating rate loans.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking current income and a hedge against rising interest rates, particularly those who are comfortable with moderate credit risk.
Market Risk
TFLO is suitable for long-term investors seeking income and inflation protection, and those who understand the risks associated with floating rate loans and active management.
Summary
The T. Rowe Price Floating Rate ETF (TFLO) offers exposure to floating rate loans, providing income and potential protection against rising interest rates. It is managed by T. Rowe Price, a reputable investment firm. While it benefits from a lower expense ratio, it has a smaller AUM and lower liquidity compared to its established competitors in the floating rate loan ETF market. Investors should consider their risk tolerance and investment goals before investing in TFLO.
Peer Comparison
Sources and Disclaimers
Data Sources:
- T. Rowe Price
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and fund performance can change over time.
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. - T. Rowe Price Floating Rate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in floating rate loans and floating rate debt securities. Most assets will typically be invested in U.S. dollar-denominated floating rate loans and debt instruments, including U.S. dollar-denominated bonds or loans of foreign issuers or lenders. The fund may also invest up to 20% of its total assets in non-U.S. dollar-denominated investments.
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