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- Upturn Summary
- Fund Details
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
10/14/2026: CDEI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
CDEI offers exposure to US large-cap companies that demonstrate strong commitment to diversity, equity, and inclusion, managed by the recognized Calvert investment team. Its main strengths include the rigor of Calvert’s proprietary research and the alignment of portfolios with modern corporate social governance standards. It is best used as a core or thematic equity holding for investors seeking long-term growth alongside social responsibility. Investors should monitor market-wide risks associated with large-cap stocks and potential shifts in political or regulatory sentiment regarding DEI strategies. The fund is most suitable for long-term, values-driven investors who want to balance market performance with organizational quality metrics.
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 | The fund focuses on large-cap companies that often exhibit innovation and growth potential driven by inclusive cultures. |
| Momentum investor | Mixed fit | Momentum suitability depends on the current market leadership of the specific sectors held within the index. |
| Value investor | Mixed fit | The fund may tilt away from traditional deep-value sectors that lack strong DEI documentation. |
| Dividend/Income investor | Mixed fit | While it holds large-cap companies, dividend yield is not the primary investment goal. |
| Low-risk investor | Mixed fit | Exposure is concentrated in equities, which inherently carry market volatility risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for core large-cap US exposure while specifically favoring companies that excel in diversity, equity, and inclusion.
Suitability
It is best suited for long-term investors seeking to align their portfolio with specific social values without abandoning core market growth.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity-based fund, it is subject to standard market fluctuations. |
| Market risk | Medium / high | The fund is fully exposed to systemic risks affecting the US large-cap stock market. |
| Concentration | Medium | The focus on DEI-screened companies may result in sector concentrations different from the broader market. |
| Tracking/expense | Low | The expense ratio is competitive, and tracking error is typically well-managed. |
| Liquidity | Low | Large-cap holdings provide sufficient liquidity for typical investor flows. |
| Business/sector quality | Low | Screening for DEI often filters for higher-quality, well-governed firms. |
Risk Analysis
Volatility
CDEI exhibits volatility consistent with the US large-cap equity market, influenced by sector rotations.
Market Risk
The primary risk is systematic market risk, as the fund is heavily invested in large-cap equities prone to macroeconomic factors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98.5 | Provides broad exposure to large, established US companies with strong diversity profiles. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Represents minor liquidity held for operational efficiency and rebalancing. |
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 49.96% | Avg. Invested days 89 | 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 10/14/2026 |
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