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T. Rowe Price US Equity Research ETF (TSPA)
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Upturn Advisory Summary
11/03/2025: TSPA (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 55.37% | Avg. Invested days 80 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/03/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 30.28 - 38.80 | Updated Date 06/29/2025 |
52 Weeks Range 30.28 - 38.80 | Updated Date 06/29/2025 |
Upturn AI SWOT
T. Rowe Price US Equity Research ETF
ETF Overview
Overview
The T. Rowe Price US Equity Research ETF (NYSEARCA: TROW) is an actively managed fund that seeks long-term capital appreciation by investing primarily in U.S. companies. It leverages T. Rowe Price's fundamental research capabilities to identify undervalued stocks with strong growth potential. The fund primarily focuses on large-cap companies across various sectors, utilizing a bottom-up stock selection process.
Reputation and Reliability
T. Rowe Price is a well-established and reputable asset manager with a long history of investment management expertise.
Management Expertise
The fund is managed by experienced portfolio managers and analysts who have a deep understanding of the U.S. equity market and utilize T. Rowe Price's extensive research resources.
Investment Objective
Goal
The primary investment goal is to achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, meaning it does not track a specific index. It aims to outperform the broader market by selecting individual stocks based on fundamental research.
Composition The ETF primarily holds U.S. stocks, with a focus on large-cap companies. The portfolio is diversified across various sectors.
Market Position
Market Share: Due to the actively managed nature and specific investment approach, TROW has a niche market share compared to broad-market passive ETFs.
Total Net Assets (AUM): 87110000
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
Competitive Landscape
The ETF industry is highly competitive, with numerous passive and active funds vying for investor capital. TROW's advantage lies in its active management and proprietary research, which aims to deliver alpha. A disadvantage is the higher expense ratio compared to passive index funds.
Financial Performance
Historical Performance: Historical performance data is available from T. Rowe Price and financial data providers. (Data required for numerical representation and would be added if available)
Benchmark Comparison: Benchmark comparison data against the S&P 500 Index (SPX) is available from T. Rowe Price and financial data providers. (Data required for numerical representation and would be added if available)
Expense Ratio: 0.34
Liquidity
Average Trading Volume
The average trading volume varies but is generally moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, suggesting relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment influence TROW. TROW's active management allows it to adapt its holdings to changing market conditions.
Growth Trajectory
The growth trajectory of TROW depends on its ability to generate alpha through stock selection and market conditions. Changes in strategy and holdings are disclosed in fund filings.
Moat and Competitive Advantages
Competitive Edge
TROW's competitive advantage stems from T. Rowe Price's extensive research capabilities and experienced management team. The bottom-up stock selection process, combined with a focus on undervalued companies, allows the fund to potentially outperform the market. The fund's active management provides flexibility to adapt to changing market conditions and capitalize on investment opportunities. Its approach to research distinguishes it from passively managed peers. Investors benefit from the seasoned financial professionals managing the assets within this fund.
Risk Analysis
Volatility
Volatility is influenced by market conditions and stock selection. As an actively managed equity fund, it carries market risk, stock-specific risk, and management risk.
Market Risk
The fund is subject to market risk, which is the risk that the overall market declines, negatively impacting the fund's performance.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation and is comfortable with the risks associated with active management and equity investing.
Market Risk
TROW is best suited for long-term investors who believe in active management and are willing to pay a higher expense ratio for the potential of outperforming the market.
Summary
The T. Rowe Price US Equity Research ETF (TROW) is an actively managed fund seeking long-term capital appreciation through investments in U.S. equities. It leverages T. Rowe Price's research capabilities, selecting stocks through a bottom-up approach. The fund carries higher expenses than passive ETFs but aims to outperform through active management. It is suitable for long-term investors comfortable with market volatility and active management risks. Investors should consider its track record and investment strategy before investing.
Similar ETFs
Sources and Disclaimers
Data Sources:
- T. Rowe Price
- Morningstar
- Bloomberg
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the potential loss of principal. 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 US Equity Research ETF
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 U.S. equity securities. The advisor attempts to create a portfolio with similar characteristics to the Standard & Poor"s 500 Stock Index® (index) with the potential to provide excess returns relative to the index. The fund will generally remain fully invested (less than 5% in cash reserves) and seeks to be sector neutral when compared to the index. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.