TCAF ETF

Looking back on the big 2024 ETF stories, it's hard to avoid the rise of active ETFs. Actively managed strategies in the ETF wrapper have gathered significant assets and performed well amid some pretty considerable volatility.

Quality-focused TCAF leverages an active strategy designed "to provide long-term capital growth." The S&P 500 is its benchmark. Since my June note, TCAF has underperformed the S&P 500. Since the beginning of the year, it has trailed a few S&P 500 ETFs as well. TCAF's annualized return delivered during the July 2023-November 2024 period is weaker than those of IVV, VOO, and SPY.

With a strong year of active investing approaching an end this month, top active ETF TCAF has hit another flows milestone. The strategy has brought in more than $2 billion in net inflows over the last year, per ETF Database data.

What kind of impact might tariffs have on U.S. investors? With a new administration seemingly intent on adding significant new tariffs to imports from key trading partners, certain goods may see significant price hikes.

The Exchange conference offers investors plenty of opportunities to network. Additionally, the conference provides access to thought leaders from top asset managers.

T. Rowe Price has launched a brand new active tech ETF to compete in the ever-critical tech space. The T. Rowe Price Technology ETF (TTEQ) joins a burgeoning active ETF ecosystem.

October is here, and with it, election coverage and discourse is peaking. Global audiences will be clued in to the outcome of U.S. elections, and investors are no exception.

With some major news items dominating markets, namely rate cuts and China stimulus, investors may be tempted to make short term moves. Dipping out of some U.S. equities themes for another, for example, to capture the upside there or to avoid potential risks.

T. Rowe Price Capital Appreciation Equity ETF employs a bottom-up stock selection approach, focusing on individual companies' management capabilities, market positioning, and attractive valuations for long-term capital growth. The fund's portfolio includes large-cap U.S. companies, with significant allocations to technology and healthcare sectors, and a higher-than-average P/E ratio. TCAF's one-year performance has been average, underperforming the S&P 500, but its long-term potential remains to be fully assessed.