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TFLRT. Rowe Price Floating Rate ETF

Grow my moneyGet income3y track recordRanked #673 of 1,650 in this goal

Seeks high current income and, secondarily, capital appreciation.

By T. Rowe Price · Launched 2022

Annual Cost

0.61%

#3,310 of 5,861 · average

Fund Size

$649M

#1,414 of 5,861 · large

Return (1Y)Goal

+4.8%

Track Record

3 years

#2,793 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,482+4.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 30.9% of fundwell diversified

T. Rowe Price Government Reserve Fund
19.9%
N/A
1.4%
UKG INC TL B 1L USD BANKDEBT
1.4%
EPICOR SOFTWARE CORP TL B 1L BANKDEBT
1.3%
ALLIED UNIVERSAL TL B 1L BANKDEBT
1.3%
SEDGWICK CMS INC TL B 1L USD BANKDEBT
1.2%
HUB INTERNATIONAL LTD TL B 1L BANKDEBT
1.2%
FOCUS FINANCIAL PARTNERS LLC TL C 1L USD BANKDEBT
1.1%
OPELLA TL B 1L BANKDEBT
1.1%
APPLIED SYSTEMS INC TL B2 1L USD BANKDEBT
1.1%

Asset allocation

Bonds
87.8%
Other
11.7%
Preferred
0.5%
Stocks
0.1%
Cash
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.0%Low

Year-on-year price swings

Max drawdown
-4.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.97Decent risk-adjusted returns
Sortino (3Y)
1.36Good downside protection

Bond profile

Credit ratings

AAA
4.5%
BBB
1.1%
BB
17.4%
B
64.7%
Below B
8.4%
Other
3.9%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks high current income and, secondarily, capital appreciation.
Strategy
Normally invests at least 80% of net assets in floating rate loans and floating rate debt securities, primarily U.S. dollar-denominated. Focuses on high current income, with investments in below investment grade loans and debt instruments.
Inception date
November 16, 2022
Fund family
T. Rowe Price

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Data updated on 2026-08-04