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TVAL
Upturn stock ratingUpturn stock rating

T. Rowe Price Exchange-Traded Funds, Inc. (TVAL)

Upturn stock ratingUpturn stock rating
$33.37
Last Close (24-hour delay)
Profit since last BUY6%
upturn advisory
Consider higher Upturn Star rating
BUY since 64 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
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Upturn Advisory Summary

08/14/2025: TVAL (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 12.52%
Avg. Invested days 67
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

ai summary icon Upturn AI SWOT

T. Rowe Price Exchange-Traded Funds, Inc.

stock logo

ETF Overview

overview logo Overview

T. Rowe Price Exchange-Traded Funds, Inc. offers a range of actively managed ETFs focusing on various sectors and investment strategies. The ETFs aim to deliver superior risk-adjusted returns through active security selection and portfolio construction.

reliability logo Reputation and Reliability

T. Rowe Price is a well-established and reputable asset management firm with a long history of investment experience and a strong track record.

reliability logo Management Expertise

The management team consists of experienced investment professionals with expertise in various asset classes and investment styles.

Investment Objective

overview logo Goal

The primary investment goal of T. Rowe Price ETFs is to provide investors with long-term capital appreciation and income by actively managing portfolios.

Investment Approach and Strategy

Strategy: T. Rowe Price ETFs are actively managed and do not track specific indices. The investment strategies vary depending on the specific ETF, but generally involve fundamental research and security selection.

Composition The ETFs hold a mix of assets, primarily stocks and bonds, depending on the specific ETF's investment mandate.

Market Position

Market Share: T. Rowe Price ETFs have a growing market share within the actively managed ETF space.

Total Net Assets (AUM): 3500000000

Competitors

overview logo Key Competitors

  • ARKK
  • JPST
  • JEPI
  • SCHD

Competitive Landscape

The ETF industry is highly competitive, with numerous providers offering a wide range of investment products. T. Rowe Price's advantage lies in its active management expertise and brand recognition. Disadvantages include potentially higher expense ratios compared to passive index funds.

Financial Performance

Historical Performance: Historical performance varies depending on the specific ETF and market conditions. Consult specific ETF factsheets for detailed performance data.

Benchmark Comparison: Performance is compared to relevant benchmarks based on the ETF's investment strategy. The active management seeks to outperform these benchmarks.

Expense Ratio: 0.54

Liquidity

Average Trading Volume

Average trading volume fluctuates, influenced by market conditions and investor interest.

Bid-Ask Spread

Bid-ask spread is generally competitive, reflecting the liquidity of the underlying assets.

Market Dynamics

Market Environment Factors

Economic indicators, interest rates, and sector-specific trends influence the performance of T. Rowe Price ETFs.

Growth Trajectory

The growth trajectory is dependent on the demand for active management and the ability of T. Rowe Price to deliver competitive returns.

Moat and Competitive Advantages

Competitive Edge

T. Rowe Price ETFs benefit from the firm's established reputation, active management expertise, and rigorous research process. The firm's ability to attract and retain talented investment professionals gives them a competitive edge. Furthermore, the brand name provides investor confidence. The actively managed approach allows for flexibility in navigating changing market conditions.

Risk Analysis

Volatility

Volatility varies depending on the specific ETF and its underlying asset allocation. Actively managed funds have less volatility.

Market Risk

Market risk is inherent in investing in equity and fixed income markets. Specific risks are detailed in the individual ETF prospectuses.

Investor Profile

Ideal Investor Profile

The ideal investor for T. Rowe Price ETFs is one who seeks long-term capital appreciation or income through actively managed portfolios and is comfortable with the potential for higher fees.

Market Risk

T. Rowe Price ETFs are suitable for long-term investors who believe in active management and are willing to pay for potential outperformance.

Summary

T. Rowe Price Exchange-Traded Funds, Inc. offers actively managed ETFs aiming for long-term capital appreciation and income. The firm's established reputation and active management expertise are key advantages. Investors seeking potential outperformance over passive indices may find these ETFs appealing. However, investors should consider the higher expense ratios associated with active management and market risks involved in the underlying assets.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • T. Rowe Price Website
  • ETF.com
  • Morningstar

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly and unpredictably.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.