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Upturn AI SWOT - About
Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF (CVLC)
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Upturn Advisory Summary
10/10/2025: 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 37.52% | Avg. Invested days 70 | 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 10/10/2025 |
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 track the investment results of the Calvert US Large-Cap Core Responsible Index, which measures the performance of U.S. large-cap equity securities that meet specified sustainability criteria.
Reputation and Reliability
Morgan Stanley is a well-established financial institution with a global presence and a strong reputation.
Management Expertise
Morgan Stanley Investment Management has significant experience in managing both passive and active investment strategies.
Investment Objective
Goal
To track the investment results of the Calvert US Large-Cap Core Responsible Index.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index, the Calvert US Large-Cap Core Responsible Index.
Composition The ETF holds primarily U.S. large-cap equity securities that meet specific environmental, social, and governance (ESG) criteria.
Market Position
Market Share: Data unavailable. Market share for ESG-focused ETFs varies and is not consistently tracked with precise breakdowns.
Total Net Assets (AUM): 498000000
Competitors
Key Competitors
- ESGU
- SUSL
- VEGN
Competitive Landscape
The competitive landscape is crowded with ESG-focused ETFs. CSX differentiates itself through its specific index and ESG screening methodology. Advantages could include more stringent ESG criteria or a lower expense ratio. Disadvantages include potentially lower liquidity or a shorter track record than established competitors.
Financial Performance
Historical Performance: Historical performance data unavailable in specified structure.
Benchmark Comparison: Benchmark comparison data unavailable in specified structure.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The ETF's average trading volume is adequate for most investors, allowing for relatively easy entry and exit.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting sufficient liquidity and low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions impacting ESG investments influence CSX's performance. Increased investor interest in sustainable investing can drive demand.
Growth Trajectory
Growth depends on the overall market performance and investor adoption of ESG strategies. Changes to the underlying index methodology and shifts in holdings can affect its trajectory.
Moat and Competitive Advantages
Competitive Edge
CSX benefits from Morgan Stanley's strong brand recognition and established distribution network. Its competitive edge also lies in its transparent ESG screening process, targeting responsible companies with large-cap equities. The ETF offers investors a cost-effective way to align their portfolios with their values. Furthermore, the Calvert name has a historical reputation within responsible investing, giving a certain brand advantage.
Risk Analysis
Volatility
Volatility depends on the overall market and the volatility of its underlying holdings.
Market Risk
Specific market risks include sector concentration and the risk that ESG factors may negatively impact returns compared to broader market indices.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks broad exposure to U.S. large-cap stocks while adhering to responsible investing principles.
Market Risk
It is suitable for long-term investors seeking to align their investments with ESG values, including passive index followers and those with a moderate risk tolerance.
Summary
The Calvert US Large-Cap Core Responsible Index ETF (CSX) provides exposure to U.S. large-cap equities that meet specific sustainability criteria. Managed by Morgan Stanley, the ETF offers a cost-effective way to align investments with ESG principles. Performance is benchmarked against the Calvert US Large-Cap Core Responsible Index. It is suitable for long-term investors interested in responsible investing. Investors should consider the potential for sector concentration and the impact of ESG factors on returns compared to the broader market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morningstar
- ETF.com
- Fund Fact Sheet
- Company Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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.
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