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TCAF - ETF AI Analysis

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TCAF

T. Rowe Price Capital Appreciation Equity ETF (TCAF)

Rating:71Outperform
Price Target:
TCAF, the T. Rowe Price Capital Appreciation Equity ETF, earns a solid overall rating thanks to large positions in high-quality tech leaders like Microsoft, Alphabet, Apple, Nvidia, and Amazon, which benefit from strong financial performance and long-term growth drivers in cloud and AI. These strengths are balanced by smaller holdings such as CenterPoint Energy and Nisource, where liquidity, leverage, and technical weakness slightly weigh on the fund’s appeal, and by the general risk that many of its top positions trade at premium valuations.
Positive Factors
Strong Recent Performance
The ETF has shown positive returns over the past month and year-to-date, indicating solid recent momentum.
Growth-Oriented Top Holdings
Many of the largest positions, especially in technology and communication services, have delivered strong gains, helping drive the fund’s results.
Broad Sector Diversification
Holdings spread across technology, health care, consumer sectors, utilities, and more help reduce the impact if any single industry struggles.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. stocks, the fund offers little geographic diversification and is highly tied to the U.S. market.
Tech-Heavy Portfolio
A large share of assets in technology and related names means the ETF could be more volatile if that sector faces a downturn.
Mixed Performance Among Top Stocks
Some major holdings have shown weak or negative performance this year, which can offset gains from stronger positions.

TCAF vs. SPDR S&P 500 ETF (SPY)

TCAF Summary

T. Rowe Price Capital Appreciation Equity ETF (TCAF) is an actively managed fund that focuses on large U.S. companies, rather than tracking a specific index. It mainly invests in big, well-known businesses across many sectors, with a strong tilt toward technology. Top holdings include Microsoft and Amazon, along with other major tech names. Someone might invest in TCAF for long-term growth and diversification in leading large-cap stocks, while benefiting from T. Rowe Price’s research. A key risk is that it is heavily exposed to tech and can go up or down significantly with the stock market.
How much will it cost me?The TCAF ETF has an expense ratio of 0.31%, which means you’ll pay $3.10 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, meaning professional managers select stocks rather than following a preset index. Active management often leads to higher costs due to research and decision-making efforts.
What would affect this ETF?The TCAF ETF, with its strong focus on large-cap U.S. companies, could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, especially with major players like Microsoft, Nvidia, and Apple leading innovation. However, it may face challenges if interest rates rise, as this could pressure valuations in growth-oriented sectors like tech and consumer cyclical, or if regulatory changes impact large-cap companies. Economic conditions in the U.S., such as inflation or recession risks, could also influence the ETF's performance positively or negatively.

TCAF Top 10 Holdings

TCAF is riding a powerful Big Tech and AI wave, with Amazon, Nvidia, and AMD doing much of the heavy lifting as their momentum in cloud and chips keeps building. Broadcom adds more fuel to the semiconductor story, while Alphabet and Meta are contributing steadily, even if their gains have been more measured. Microsoft and Apple look a bit mixed, occasionally losing steam compared with the fund’s faster movers. Off to the side, utilities like CenterPoint and NiSource act as steady ballast. Overall, it’s a U.S.-heavy, tech-tilted growth engine with a defensive backstop.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Microsoft7.55%$517.00M$3.15T8.36%
79
Outperform
Amazon7.11%$487.03M$2.84T39.68%
71
Outperform
Apple5.81%$397.70M$3.98T29.52%
79
Outperform
Nvidia5.62%$384.82M$5.06T87.61%
76
Outperform
Alphabet Class A4.33%$296.76M$4.15T112.64%
85
Outperform
Meta Platforms4.20%$287.70M$1.71T23.34%
76
Outperform
Broadcom3.82%$261.22M$2.00T119.83%
76
Outperform
Centerpoint Energy3.04%$207.95M$27.78B11.21%
63
Neutral
Advanced Micro Devices3.01%$205.90M$567.05B259.88%
73
Outperform
Nisource2.90%$198.76M$23.00B21.65%
64
Neutral

TCAF Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
37.16
Positive
100DMA
37.66
Positive
200DMA
37.44
Positive
Market Momentum
MACD
0.75
Negative
RSI
69.60
Neutral
STOCH
92.15
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TCAF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 37.63, equal to the 50-day MA of 37.16, and equal to the 200-day MA of 37.44, indicating a bullish trend. The MACD of 0.75 indicates Negative momentum. The RSI at 69.60 is Neutral, neither overbought nor oversold. The STOCH value of 92.15 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TCAF.

TCAF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$6.89B0.31%
71
Outperform
$9.12B0.68%
74
Outperform
$6.92B0.56%
70
Neutral
$6.87B0.18%
74
Outperform
$4.33B0.75%
73
Outperform
$3.99B0.50%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TCAF
T. Rowe Price Capital Appreciation Equity ETF
39.33
7.56
23.80%
SPYI
NEOS S&P 500 High Income ETF
DIVO
Amplify CWP Enhanced Dividend Income ETF
FELC
Fidelity Enhanced Large Cap Core ETF
GRNY
Fundstrat Granny Shots US Large Cap ETF
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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