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Upturn AI Summary
Morgan Stanley ETF Trust - Calvert International Responsible Index ETF(CVIE)
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 CVIE
10/28/2026: CVIE (2-star) is currently NOT-A-BUY. Pass it for now.
CVIE provides exposure to a broad range of non-US developed market equities that adhere to the rigorous ESG standards established by Calvert Research and Management. Its core strength lies in its specialized ethical screening, making it an excellent choice for investors prioritizing sustainability alongside global diversification. While it offers a competitive expense ratio, investors should be aware of the liquidity profile compared to larger, non-ESG international funds. Risks are primarily linked to international market performance, currency movements, and potential tracking differences from standard benchmarks. The fund is best suited for long-term investors seeking to align their international equity holdings with responsible investment values.
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 | Mixed fit | While it captures international growth, the ESG exclusions may cause it to deviate from standard growth benchmarks. |
| Momentum investor | Weak fit | This fund is designed for long-term ESG integration rather than short-term price momentum strategies. |
| Value investor | Mixed fit | The portfolio may contain value-oriented stocks, but its primary filter is ESG, not valuation. |
| Dividend/Income investor | Mixed fit | It offers dividend exposure, but income generation is secondary to its ESG-screened growth focus. |
| Low-risk investor | Weak fit | International equity exposure involves inherent volatility and currency risks unsuitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, values-driven individual or institution looking for international equity exposure with strict ethical and sustainable guardrails.
Suitability
CVIE is best suited for passive index followers who want to incorporate ESG principles into their core international holdings.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | International equities are subject to currency and macroeconomic volatility. |
| Market risk | Medium / high | Global market fluctuations directly impact the value of underlying holdings. |
| Concentration | Medium | ESG exclusions may lead to sector or country weightings that differ from broad international indices. |
| Tracking/expense | Low | The fund maintains a competitive expense ratio for its category. |
| Liquidity | Medium | Lower trading volumes may lead to higher transaction costs for larger trades. |
| Business/sector quality | Low | Strict ESG screens ensure only high-quality, responsible companies are held. |
Risk Analysis
Volatility
CVIE exhibits standard volatility consistent with developed international equity markets, influenced by global economic cycles.
Market Risk
The fund is subject to systematic risk in international markets, including currency, political, and economic policy changes in home countries.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed Markets (ex-US) | 98.5 | This provides broad exposure to established non-US companies that meet strict ESG standards. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion of the fund is held in cash to manage liquidity and daily operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 22.98% | Avg. Invested days 78 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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