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Upturn AI SWOT - About
T. Rowe Price Exchange-Traded Funds, Inc. (TVAL)

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Upturn Advisory Summary
10/24/2025: TVAL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 16.66% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 27.44 - 33.80 | Updated Date 06/30/2025 |
52 Weeks Range 27.44 - 33.80 | Updated Date 06/30/2025 |
Upturn AI SWOT
T. Rowe Price Exchange-Traded Funds, Inc.
ETF Overview
Overview
T. Rowe Price Exchange-Traded Funds, Inc. offers a suite of actively managed ETFs focused on various investment strategies, often incorporating a fundamental, research-driven approach across different asset classes and sectors.
Reputation and Reliability
T. Rowe Price is a well-established asset manager with a long history and strong reputation in the investment industry.
Management Expertise
T. Rowe Price has a deep bench of experienced investment professionals, including portfolio managers and research analysts.
Investment Objective
Goal
The specific investment goal varies by ETF within the T. Rowe Price suite, but generally focuses on achieving long-term capital appreciation or income through active management.
Investment Approach and Strategy
Strategy: T. Rowe Price's ETFs are actively managed, not passively tracking an index. They utilize fundamental research and analysis to identify investment opportunities.
Composition The composition varies widely depending on the specific ETF, including stocks, bonds, and other assets. Asset allocation depends on the fund's mandate.
Market Position
Market Share: T. Rowe Price's ETF market share varies widely depending on the specific fund and investment category.
Total Net Assets (AUM): Data varies, refer to current market data.
Competitors
Key Competitors
- ARKK
- SCHD
- VTV
- SPY
- IVV
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering both passive and active investment strategies. T. Rowe Price's active management approach differentiates it from passive index trackers, but it faces competition from other active managers. Advantages include the firm's research capabilities and established reputation. Disadvantages include higher expense ratios compared to passive ETFs.
Financial Performance
Historical Performance: Historical performance varies by ETF. Consult specific fund data for performance over different time periods.
Benchmark Comparison: Benchmark comparison varies by ETF. Consult specific fund data to compare performance against the relevant benchmark.
Expense Ratio: Expense ratios vary by ETF. Consult specific fund data.
Liquidity
Average Trading Volume
Average trading volume varies by ETF. Refer to current market data.
Bid-Ask Spread
The bid-ask spread varies by ETF and market conditions; refer to real-time market data.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific growth prospects, and overall market conditions influence the performance of T. Rowe Price ETFs.
Growth Trajectory
Growth trends depend on the specific ETF's strategy and market acceptance. Changes to strategy and holdings depend on market conditions and the portfolio manager's outlook.
Moat and Competitive Advantages
Competitive Edge
T. Rowe Price's competitive advantage lies in its active management approach, leveraging its experienced investment team and robust research capabilities. The firm's fundamental research-driven investment process allows for identifying undervalued opportunities. Its established brand and long track record contribute to investor confidence. The firm focuses on adding value through stock selection and risk management which distinguishes itself from passive index-tracking funds.
Risk Analysis
Volatility
Volatility varies by ETF depending on the underlying assets and market conditions.
Market Risk
Market risk depends on the specific assets held by the ETF, including equity market risk, interest rate risk (for bond ETFs), and sector-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor varies by ETF. Suitable for investors seeking actively managed strategies aiming for long-term capital appreciation or income.
Market Risk
Suitability depends on the specific ETF. Best for investors who understand and are comfortable with the risks and potential rewards of active management.
Summary
T. Rowe Price Exchange-Traded Funds, Inc. offers a suite of actively managed ETFs across various asset classes and sectors. The firm leverages its research capabilities and experienced investment team to generate long-term returns. These ETFs suit investors seeking active management, albeit with potentially higher expense ratios than passive alternatives. Investor should evaluate the suitability based on the ETF's objective, risk profile, and their investment goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
- T. Rowe Price Website
- SEC Filings
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market data is subject to change.
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.
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest primarily in U.S. equity securities. In taking a value approach to investment selection, the adviser seeks to identify companies that appear to be undervalued by various measures, and may be temporarily out of favor, but have good prospects for capital appreciation. Some of the principal measures used to identify such stocks are: price/earnings ratio, price/book value ratio, price/sales ratio, dividend yield, price/cash flow, undervalued assets, and restructuring opportunities. The fund may purchase the stocks of companies of any size, but typically focuses on larger companies.

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.
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