TCAL

📎 Investment Objective

The T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) seeks to provide current income and long-term capital appreciation by investing in a diversified portfolio of income-producing securities.

✨ Key Features

• Diversified portfolio of income-producing securities including stocks, bonds, and other assets
• Actively managed by T. Rowe Price's investment team to optimize the balance between income and capital appreciation
• Aims to provide current income and long-term growth through a multi-asset approach
• No expense ratio as the fund is currently not available for public investment

⚠️ Primary Risks

• Market risk: The value of the ETF's holdings may decline due to general market conditions
• Interest rate risk: Bond prices may fall as interest rates rise, impacting the ETF's fixed income investments
• Dividend risk: Companies may reduce or eliminate dividend payments, affecting the ETF's income generation
• Liquidity risk: The ETF may have difficulty selling certain holdings, especially in volatile or uncertain market conditions

👤 Best For

This ETF may be suitable for investors seeking a balanced approach to income generation and capital appreciation, with a medium to long-term investment horizon. It may be particularly appealing to those looking to diversify their portfolio and generate a steady stream of income.