TCAF - ETF AI Analysis
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T. Rowe Price Capital Appreciation Equity ETF (TCAF)
TCAF, the T. Rowe Price Capital Appreciation Equity ETF, earns a solid overall rating thanks to its heavy exposure to high-quality technology and growth leaders like Microsoft, Alphabet, Apple, Nvidia, and TSMC, all supported by strong financial performance and long-term growth in areas such as cloud computing and AI. Amazon, AMD, Meta, and Cencora also add growth potential but come with risks like high valuations, mixed technical signals, leverage, and regulatory or liquidity concerns, while CenterPoint Energy’s weaker technical and liquidity profile slightly weighs on the fund. The main risk factor is the ETF’s concentration in large, growth-oriented tech and AI-related companies, which can increase volatility if sentiment toward these sectors turns negative.
TCAF vs. SPDR S&P 500 ETF (SPY)
- AUM
- 8.15B
- Region
- North America
- Expense Ratio
- 0.31%
- Beta
- 0.90
- Issuer
- T. Rowe Price
- Inception Date
- Jun 14, 2023
- Dividend Yield
- 0.45%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
TCAF Summary
TCAF is the T. Rowe Price Capital Appreciation Equity ETF, focused on large U.S. companies and aiming for long-term growth rather than tracking a specific index. It invests mainly in big, well-established businesses across many sectors, with top holdings like Microsoft and Amazon, giving you broad exposure to leading names in technology, health care, and more. Someone might invest in TCAF to seek growth while still staying diversified among many strong companies. A key risk is that stock prices in this ETF can go up and down with the overall market, especially since it has a sizable tilt toward tech-related companies.
How much will it cost me?
This ETF has an expense ratio of 0.31%, which means you’ll pay about $3.10 per year for every $1,000 invested. That’s a bit higher than the average low-cost index ETF because this fund is actively managed by T. Rowe Price, aiming to pick stocks that can outperform the market.
What would affect this ETF?
TCAF is heavily invested in large U.S. technology and growth companies like Microsoft, Amazon, Nvidia, and Apple, so it could benefit if innovation, cloud computing, and artificial intelligence continue to grow and the U.S. economy stays healthy. On the other hand, higher interest rates, stricter tech regulations, or a broad market downturn could hurt these big tech names, while changes in consumer spending, healthcare policy, or utility regulation could also affect the fund’s other sector exposures.
TCAF Top 10 Holdings
TCAF is leaning heavily into Big Tech and semiconductors, with Microsoft, Amazon, and Apple providing a steady engine of gains, while high-fliers like Nvidia, AMD, and TSM add more turbocharged, but occasionally bumpy, growth. Alphabet and Meta have been losing steam lately, acting as mild brakes on performance, even as their long-term AI stories remain intact. Outside tech, defensive names like CenterPoint Energy and Keurig Dr Pepper are quietly helping smooth out volatility. Overall, it’s a U.S.-centric, tech-forward fund with a clear tilt toward AI and cloud leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 7.12% | $580.49M | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 5.43% | $442.53M | $2.59T | 7.85% | 71Outperform |
 NVDA | Nvidia | 5.44% | $443.58M | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 5.02% | $409.44M | $5.03T | 26.98% | 79Outperform |
 AMD | Advanced Micro Devices | 3.01% | $245.33M | $824.07B | 98.09% | 73Outperform |
 CNP | Centerpoint Energy | 2.98% | $242.46M | $28.13B | 9.07% | 63Neutral |
 GOOGL | Alphabet Class A | 2.33% | $190.09M | $3.41T | -0.58% | 85Outperform |
 META | Meta Platforms | 2.57% | $209.54M | $1.57T | -7.72% | 76Outperform |
 KDP | Keurig Dr Pepper | 2.28% | $185.80M | $48.77B | 29.48% | 71Outperform |
 TSM | TSMC | 2.20% | $179.46M | $1.88T | 33.94% | 81Outperform |
TCAF Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TCAF, the sentiment is Neutral. The current price of 42.82 is below the 20-day moving average (MA) of 43.36, below the 50-day MA of 42.85, and above the 200-day MA of 40.18, indicating a neutral trend. The MACD of 0.16 indicates Positive momentum. The RSI at 45.51 is Neutral, neither overbought nor oversold. The STOCH value of 62.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for TCAF.
TCAF Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| TCAF | $42.82 | $47.00(9.76% Upside) | $8.15B | 0.31% | 69Neutral |
 FELC | $42.70 | $52.71(23.44% Upside) | $8.88B | 0.18% | 74Outperform |
 DIVO | $47.33 | $53.36(12.74% Upside) | $8.06B | 0.56% | 62Neutral |
 GPIQ | $54.29 | $71.22(31.18% Upside) | $6.57B | 0.29% | 73Outperform |
 GPIX | $55.14 | $66.95(21.43% Upside) | $6.51B | 0.29% | 71Outperform |
 USMC | $75.12 | $93.39(24.32% Upside) | $5.10B | 0.12% | 75Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | 42.82 | 4.28 | 11.12% | |
| FELC | Fidelity Enhanced Large Cap Core ETF | 42.70 | 4.97 | 13.16% | |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | 47.33 | 5.56 | 13.30% | |
| GPIQ | Goldman Sachs Nasdaq 100 Core Premium Income ETF | 54.29 | 5.39 | 11.02% | |
| GPIX | Goldman Sachs S&P 500 Core Premium Income ETF | 55.14 | 6.36 | 13.05% | |
| USMC | Principal U.S. Mega-Cap ETF | 75.12 | 6.26 | 9.09% |
This 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.