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Upturn AI SWOT - About
T. Rowe Price US Equity Research ETF (TSPA)
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Upturn Advisory Summary
07/03/2025: 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 42.08% | Avg. Invested days 66 | 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 07/03/2025 |
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 (TROW) seeks to provide long-term growth of capital by investing in a broad portfolio of U.S. companies identified through the issuer's fundamental equity research.
Reputation and Reliability
T. Rowe Price is a well-established investment management firm with a long history of providing investment services.
Management Expertise
T. Rowe Price has a large team of experienced investment professionals and research analysts dedicated to managing its equity funds.
Investment Objective
Goal
The ETF aims to provide long-term growth of capital.
Investment Approach and Strategy
Strategy: The ETF uses active management strategies to select equity investments.
Composition The ETF primarily holds U.S. common stocks across various market capitalizations and sectors.
Market Position
Market Share: TROW's market share reflects its assets under management compared to other actively managed broad U.S. equity ETFs.
Total Net Assets (AUM): 143423565
Competitors
Key Competitors
- VTV
- IVV
- SPY
- VOO
Competitive Landscape
The US Equity ETF market is highly competitive with numerous passive and active ETFs. TROW distinguishes itself through T. Rowe Price's active management and proprietary research but faces competition from lower-cost passive funds. Advantages include potential outperformance due to stock selection, while disadvantages include higher expense ratios compared to passive funds.
Financial Performance
Historical Performance: Past performance does not guarantee future results, but historical data provides insights into how the ETF has performed over different market cycles.
Benchmark Comparison: Comparing the ETF's performance against a broad market index like the S&P 500 helps assess the value of its active management strategy.
Expense Ratio: 0.34
Liquidity
Average Trading Volume
The average trading volume for TROW is moderate, indicating reasonable liquidity for investors.
Bid-Ask Spread
The bid-ask spread is generally tight, suggesting relatively low trading costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events can all influence the performance of the U.S. equity market and TROW.
Growth Trajectory
TROW's growth depends on its ability to attract and retain assets, which is influenced by its investment performance and investor demand for actively managed equity strategies. There have been no major strategy changes recently.
Moat and Competitive Advantages
Competitive Edge
TROW's competitive advantage lies in T. Rowe Price's established reputation, experienced research team, and active management approach. The ETF leverages proprietary research insights to identify promising investment opportunities. This active management can potentially lead to outperformance during specific market conditions compared to passive strategies. However, it also carries the risk of underperformance if stock selection is not effective.
Risk Analysis
Volatility
Historical volatility measures the degree of price fluctuations of TROW, indicating its risk level.
Market Risk
TROW is subject to general market risk, including economic downturns, sector-specific shocks, and unexpected events that can negatively impact the value of its holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation through active stock selection and is comfortable with potentially higher fees in exchange for possible outperformance.
Market Risk
TROW is suitable for long-term investors who believe in active management and are willing to accept moderate risk.
Summary
T. Rowe Price US Equity Research ETF (TROW) is an actively managed U.S. equity ETF seeking long-term capital growth. It leverages T. Rowe Price's research capabilities for stock selection. TROW's higher expense ratio compared to passive alternatives reflects the costs associated with active management. Investors should consider their risk tolerance and investment goals when evaluating the suitability of TROW within their portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- T. Rowe Price, ETF.com, Bloomberg
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Market conditions can change rapidly, and past performance is not indicative of future results.
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.