Morningstar

T. Rowe Price Capital Appreciation Premium Income ETF TCAL

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub

Morningstar’s Analysis TCAL

Will TCAL outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TCAL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TCAL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TCAL’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

T. Rowe Price Cap Apprec Prm Inc ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TCAL

More TCAL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Danaher Corp

1.90 6M
Healthcare

Mastercard Inc Class A

1.89 6M
Financial Services

Veralto Corp

1.89 6M
Industrials

Waters Corp

1.74 5M
Healthcare

Amazon.com Inc

1.66 5M
Consumer Cyclical

Lockheed Martin Corp

1.61 5M
Industrials

Microsoft Corp

1.60 5M
Technology

ExxonMobil Holdings Corp

1.53 5M
Energy

IDEX Corp

1.53 5M
Industrials

Waste Connections Inc

1.52 5M
Industrials

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