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TCAF: Actively Managed Large-Cap Fund Not Yet Pulling Its Weight
Seeking Alpha· 2026-02-10 10:39
Core Viewpoint - The article initiates coverage of the T. Rowe Price Capital Appreciation Equity ETF (TCAF), highlighting its active management and selection of 88 U.S. securities based on a bottom-up fundamentals approach since its inception in June [1] Group 1: Fund Overview - TCAF is an actively managed large-cap fund consisting of 88 U.S. securities [1] - The fund employs a bottom-up fundamentals-based approach for security selection [1] Group 2: Analyst Background - The Sunday Investor, who covers U.S. Equity ETFs, has a strong analytical background and holds a Certificate of Advanced Investment Advice from the Canadian Securities Institute [1] - The Sunday Investor has completed all educational requirements for the Chartered Investment Manager designation [1] Group 3: ETF Rankings System - The Sunday Investor has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors including costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment [1] - The rankings provide an easy-to-understand composite score from 1-10 for each ETF [1] Group 4: Engagement and Communication - The Sunday Investor is active in the comments section of articles and encourages readers to engage through comments or by visiting etf-rankings.com [1]
PSCT: Directional Growth Improvement For Small-Cap Tech Supports (Rating Upgrade)
Seeking Alpha· 2026-01-17 02:10
Group 1 - The Sunday Investor focuses exclusively on U.S. Equity ETFs and has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors [1] - The ETF Rankings system provides individual factor scores covering costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment, resulting in a composite score from 1-10 [1] - The Sunday Investor is actively engaged in the comments section of articles, encouraging interaction and discussion with readers [1] Group 2 - The article does not provide specific investment recommendations or advice, emphasizing that past performance is not indicative of future results [2] - Seeking Alpha clarifies that its analysts are third-party authors, which may include both professional and individual investors who may not be licensed or certified [2]
FSTA: Low Risk Consumer Staples ETF Struggling In Current Market
Seeking Alpha· 2026-01-02 23:44
Core Insights - The Fidelity MSCI Consumer Staples ETF (FSTA) has shown strong relative performance during market downturns but struggles in bull markets, as evidenced by its 1.82% total return in 2025, which ranked last among its peers [1] Group 1: ETF Performance - FSTA's performance in bull markets is notably weak, with a total return of 1.82% in 2025 [1] - The ETF's ranking in 2025 was the lowest among its competitors, indicating challenges in capitalizing on market upswings [1] Group 2: Analyst Background - The Sunday Investor, who covers U.S. Equity ETFs, has a strong analytical background and holds a Certificate of Advanced Investment Advice from the Canadian Securities Institute [1] - The Sunday Investor has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors, resulting in a composite score from 1-10 [1]
XMMO: Top-Performing Mid-Cap Momentum ETF Riskier Than Before - How To Adapt
Seeking Alpha· 2025-12-29 03:24
Group 1 - The Invesco S&P MidCap Momentum ETF (XMMO) was rated a "buy" on July 23, 2025, due to its strong momentum and growth-at-a-reasonable-price characteristics [1] - The quality of the ETF is considered adequate, indicating a balanced approach to investment [1] - The Sunday Investor has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors, resulting in a composite score from 1-10 [1] Group 2 - The Sunday Investor is focused exclusively on U.S. Equity ETFs and has a strong analytical background, including a Certificate of Advanced Investment Advice [1] - The rankings system includes individual factor scores covering costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment [1] - The Sunday Investor is actively engaged in the comments section of articles, encouraging interaction with readers [1]
2026 S&P 500 Outlook: A History-Based Forecast With A 12% Expected Gain
Seeking Alpha· 2025-12-22 15:30
Core Insights - Predicting the future position of the S&P 500 Index is challenging, but reasonable prediction bands can be established [1] Group 1: Analyst Background - The Sunday Investor specializes in U.S. Equity ETFs and has a strong analytical background [1] - He holds a Certificate of Advanced Investment Advice from the Canadian Securities Institute and has completed the educational requirements for the Chartered Investment Manager designation [1] - The Sunday Investor has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors [1] Group 2: ETF Rankings System - The ETF Rankings system assigns individual factor scores covering costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment [1] - These factor scores contribute to a composite score ranging from 1 to 10, making it easier for investors to understand [1] Group 3: Engagement and Communication - The Sunday Investor actively engages with readers in the comments section of his articles [1] - Readers are encouraged to reach out via comments or by visiting the website etf-rankings.com for further interaction [1]
VYM: Why Vanguard's Popular $67B High Dividend Yield ETF Stands Out
Seeking Alpha· 2025-11-17 03:59
Core Insights - The Vanguard High Dividend Yield ETF (VYM) is a notable $67 billion fund with a low expense ratio of 0.06% [1] Group 1: Fund Characteristics - VYM is one of only five U.S. Large-Cap Value ETFs, highlighting its unique position in the market [1] - The fund is analyzed by The Sunday Investor, who has a strong analytical background and has developed a proprietary ETF Rankings system [1] Group 2: ETF Rankings System - The Sunday Investor's ETF Rankings system evaluates nearly 1,000 ETFs based on various factors including costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment [1] - The system provides an easy-to-understand composite score ranging from 1 to 10 for each ETF [1]