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TCAFT. Rowe Price Capital Appreciation Equity ETF

Grow my money3y track recordRanked #358 of 2,999 in this goal

Seeks long-term capital growth.

By T. Rowe Price · Launched 2023

Annual Cost

0.31%

#1,458 of 5,861 · low cost

Fund Size

$7.4B

#346 of 5,861 · large

Return (1Y)Goal

+14.1%

Track Record

3 years

#2,956 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,380+13.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 44.9% of fundmoderately concentrated

MICROSOFT CORP
7.1%
AMAZON.COM INC
6.4%
APPLE INC
6.0%
NVIDIA CORP
5.3%
ALPHABET INC CL A
4.1%
META PLATFORMS INC-CLASS A
3.9%
CENTERPOINT ENERGY INC
3.4%
NISOURCE INC
3.2%
BROADCOM INC
3.1%
KEURIG DR PEPPER INC
2.4%

Asset allocation

Stocks
98.1%
Preferred
1.0%
Other
0.8%

By sector

Technology
30.6%
Healthcare
17.9%
Consumer Cyclical
11.1%
Communication
10.3%
Utilities
9.7%
Financial Services
8.8%
Industrials
5.5%
Consumer Defensive
4.0%
Other
2.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.3%Moderate

Year-on-year price swings

Max drawdown
-16.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.93Decent risk-adjusted returns
Sortino (3Y)
1.36Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital growth.
Strategy
Invests primarily in equity securities, focusing on large U.S. companies using a core stock selection approach. The fund may have significant investments in sectors like information technology and is nondiversified, allowing for concentrated positions.
Inception date
June 14, 2023
Fund family
T. Rowe Price

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Data updated on 2026-08-04