TSPAT. Rowe Price U.S. Equity Research ETF
TSPA Fund Description
TSPA is an actively-managed, non-transparent fund that seeks long-term capital growth by investing in US-listed companies selected and weighted similar to the S&P 500 Index
TSPA Factset Analytics Insight
TSPA invests in US-listed companies in an attempt to provide exposure similar to its benchmark, the S&P 500 — an index composed of the 500 largest publicly traded US firms. The fund aims to be sector neutral by weighting each industry close to the index, while seeking to outperform it by overweighting or underweighting individual holdings based on fundamental research, which measures how favorable each stock is. Unlike other ETFs that publish full portfolio holdings daily, TSPA publishes a “proxy portfolio” on its website. The proxy portfolio is a basket of securities designed to closely track the fund performance and may help facilitate arbitrage opportunities. Holdings will generally be disclosed 15 calendar days after each quarter-end. Take note of its non-transparent structure that could result in wider spreads
TSPA Summary Data
TSPA Portfolio Data
TSPA Index Data
TSPA Portfolio Management
TSPA Tax Exposures
TSPA Fund Structure
TSPA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of TSPA. TSPA is rated a 5 out of 5.
TSPA Sector/Industry Breakdown
TSPA Economic Development
TSPA Performance Statistics
TSPA Benchmark Comparison Summary
TSPA Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.