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Upturn AI Summary
Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity Equity and Inclusion Index ETF(CDEI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CDEI
10/23/2026: CDEI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
CDEI provides exposure to large-cap US companies that demonstrate strong leadership in diversity, equity, and inclusion, managed by the reputable Calvert/Morgan Stanley team. Its main strengths include a values-aligned investment approach and a focus on high-quality large-cap issuers. The fund serves as a thematic component for long-term portfolios seeking social impact alongside market returns. Key risks include market-driven volatility, potential sector concentration, and thematic ESG regulatory pressures. It is best suited for investors who prioritize social metrics as part of their long-term growth strategy.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Large-cap US equities remain a core component for long-term growth-oriented portfolios. |
| Momentum investor | Mixed fit | Momentum suitability is conditional on the current upturn signal for the large-cap sector. |
| Value investor | Mixed fit | The fund's holdings are selected for DEI metrics rather than valuation multiples, which may result in different factor tilts. |
| Dividend/Income investor | Mixed fit | While many large-cap stocks pay dividends, income is not the primary objective of this fund. |
| Low-risk investor | Mixed fit | Equity market exposure inherently carries volatility that may not suit the most risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for US large-cap equity exposure aligned with specific social values regarding diversity and inclusion.
Suitability
CDEI is best suited for long-term investors seeking to integrate ESG and DEI values into their core equity holdings.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund is subject to the inherent price fluctuations of the US large-cap equity market. |
| Market risk | Medium / high | Broader economic and market downturns will negatively impact the fund's total value. |
| Concentration | Medium | Focusing on DEI-rated companies may lead to sector overweights compared to the broader market. |
| Tracking/expense | Low | The passive strategy is designed to minimize tracking error, though fees do impact net returns. |
| Liquidity | Medium | Lower trading volumes compared to massive broad-market ETFs can lead to wider bid-ask spreads during market stress. |
| Business/sector quality | Low | The focus on large-cap leaders generally implies high business quality, though it does not guarantee performance. |
Risk Analysis
Volatility
CDEI exhibits historical volatility consistent with large-cap US equities, modulated by its specific inclusion criteria.
Market Risk
The fund is fundamentally exposed to systemic market risk and the sector biases inherent in the Calvert DEI index methodology.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98 | The fund primarily invests in large-capitalization US companies, providing broad exposure to established market leaders. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion of the portfolio is held in cash to manage daily liquidity and operational needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 48.69% | Avg. Invested days 90 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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