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T. Rowe Price Capital Appreciation Equity ETF (TCAF)
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Rising Active ETF TCAF Up Half a Billion Over Last Week
Etftrends· 2025-09-25 16:24
Core Insights - Active ETFs are experiencing significant inflows as investors recognize their potential for outperformance in both equities and fixed income segments [1][2] - The T. Rowe Price Capital Appreciation Equity ETF (TCAF) has seen inflows exceeding $2.5 billion since the start of the year, with current assets under management (AUM) reaching $6.2 billion [1][2] - TCAF has outperformed its category averages, returning 14.1% over the past year compared to 6.1% and 8.9% for its averages [2] Fund Performance and Strategy - TCAF charges a competitive fee of 31 basis points and targets higher quality U.S. large cap stocks [3] - The fund relies on T. Rowe Price's fundamental research to identify companies with above-average growth potential, focusing on management quality, valuation, and market position [3] Market Position and Outlook - TCAF represents a growing interest in active ETFs and could be a compelling option for investors looking to refresh their equity portfolios [4]
Tax Loss Harvesting? Why Active ETFs Can Help
Etftrends· 2025-09-24 19:26
Core Insights - The approaching end of the year signals the start of tax loss harvesting season, which can significantly benefit portfolios in a complex year like 2025 [1][2] - Tax loss harvesting allows investors to sell underperforming assets to lower their overall tax bill, provided they avoid the wash sale rule by reinvesting in substantially different assets [2][3] Group 1: Tax Loss Harvesting - Tax loss harvesting is a strategy that can help investors manage their tax liabilities by selling assets at a loss [2] - The wash sale rule necessitates that investors reinvest in different assets to avoid tax complications, creating opportunities for active investment strategies [2][3] Group 2: Active ETFs - Active ETFs are gaining popularity as they offer a tax-efficient wrapper and the flexibility of active management, making them suitable for tax loss harvesting [3][4] - The creation and redemption mechanism of ETFs results in fewer taxable events compared to mutual funds, enhancing their appeal for investors [4] Group 3: Example Fund - The T. Rowe Price Capital Appreciation Equity ETF (TCAF) is highlighted as a potential option for investors looking to refresh their portfolios, managed by David Giroux with a focus on fundamental research [5]