Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF (CVLC)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: CVLC (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 35.15% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 59.92 - 76.28 | Updated Date 06/30/2025 |
52 Weeks Range 59.92 - 76.28 | Updated Date 06/30/2025 |
Upturn AI SWOT
Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
ETF Overview
Overview
The Calvert US Large-Cap Core Responsible Index ETF (CSX) seeks to provide investment results that correspond to the performance of the Calvert US Large-Cap Core Responsible Index. It focuses on large-cap US companies while incorporating environmental, social, and governance (ESG) factors.
Reputation and Reliability
Morgan Stanley is a well-established financial institution with a strong reputation. Calvert Research and Management is a subsidiary of Morgan Stanley Investment Management, specializing in responsible investing.
Management Expertise
The management team has expertise in index tracking and ESG investing, leveraging Calvert's long history in socially responsible investing.
Investment Objective
Goal
To track the performance, before fees and expenses, of the Calvert US Large-Cap Core Responsible Index.
Investment Approach and Strategy
Strategy: Tracks the Calvert US Large-Cap Core Responsible Index, which screens companies based on ESG criteria.
Composition Primarily holds large-cap US stocks that meet the index's ESG standards.
Market Position
Market Share: Data unavailable to assess market share accurately.
Total Net Assets (AUM): 501229412.0
Competitors
Key Competitors
- iShares ESG Aware MSCI USA ETF (ESGU)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Xtrackers S&P 500 ESG ETF (SNPE)
Competitive Landscape
The ESG ETF market is competitive. CSX differentiates itself through its specific ESG screening methodology and Calvert's expertise in responsible investing. Compared to competitors like ESGU and ESGV, CSX may have a slightly different sector allocation due to its unique index. Disadvantage is a relatively low AUM compared to competitors.
Financial Performance
Historical Performance: Historical performance data not available directly.
Benchmark Comparison: Performance should closely track the Calvert US Large-Cap Core Responsible Index.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and investor sentiment towards ESG investing influence CSX's performance. Growth in ESG awareness also drives demand for this ETF.
Growth Trajectory
The growth trajectory is tied to increasing investor interest in sustainable and responsible investing.
Moat and Competitive Advantages
Competitive Edge
CSX benefits from Calvert's established reputation in responsible investing and its rigorous ESG screening process. Its index methodology aims to select companies with strong ESG profiles while maintaining broad market exposure. The relatively low expense ratio also provides a competitive edge. This combination potentially attracts investors seeking both financial returns and positive social impact.
Risk Analysis
Volatility
Volatility should be similar to the broader large-cap market, but may vary slightly depending on the index's composition and ESG screens.
Market Risk
Subject to market risk inherent in equity investments, particularly large-cap US stocks. ESG screens may lead to underperformance compared to broader market indexes in certain periods.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to large-cap US equities with a focus on environmental, social, and governance (ESG) factors. Suitable for those who want to align their investments with their values.
Market Risk
Best for long-term investors who prioritize ESG considerations in their investment strategy. Can be used as a core holding in a diversified portfolio.
Summary
The Calvert US Large-Cap Core Responsible Index ETF (CSX) offers exposure to large-cap US equities while incorporating ESG principles. It tracks the Calvert US Large-Cap Core Responsible Index, screening companies based on ESG criteria. The ETF is suitable for long-term investors seeking responsible investing options. Its expense ratio is competitive, and it benefits from Calvert's expertise in the field. However, its AUM is relatively low compared to competitors, and performance is subject to market risk and the index's specific methodology.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Calvert Research and Management Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share data may be limited or estimated.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.