CVLC
CVLC 2-star rating from Upturn Advisory

Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF (CVLC)

Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF (CVLC) 2-star rating from Upturn Advisory
$84.65
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Upturn Advisory Summary

12/04/2025: CVLC (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 2 star rating for performance

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 39.61%
Avg. Invested days 75
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 5.0
ETF Returns Performance Upturn Returns Performance icon 5.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/04/2025

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

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Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF

Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF(CVLC) company logo displayed in Upturn AI summary

ETF Overview

overview logo 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 U.S. equities while incorporating environmental, social, and governance (ESG) factors.

Reputation and Reliability logo Reputation and Reliability

Morgan Stanley Investment Management is a well-established asset manager with a strong reputation.

Leadership icon representing strong management expertise and executive team Management Expertise

Morgan Stanley has extensive experience managing a variety of investment products, including ETFs, with expertise in ESG investing.

Investment Objective

Icon representing investment goals and financial objectives Goal

To track the investment results of the Calvert US Large-Cap Core Responsible Index.

Investment Approach and Strategy

Strategy: The ETF employs a passive management strategy, attempting to replicate the index by investing in its constituent securities.

Composition The ETF holds a portfolio of large-cap U.S. equities selected based on ESG criteria.

Market Position

Market Share: Data not readily available.

Total Net Assets (AUM): 178400000

Competitors

Key Competitors logo Key Competitors

  • ESGU
  • SUSL
  • VSGX
  • CRBN
  • URTH

Competitive Landscape

The competitive landscape is characterized by several established ESG-focused ETFs. CSX offers an ESG-focused approach but may face challenges in gaining market share due to its smaller size and the presence of larger, more liquid competitors like ESGU. Advantages may include a specific ESG methodology, while disadvantages include lower liquidity compared to larger competitors.

Financial Performance

Historical Performance: Historical performance data can be found on the issuer's website and financial data providers.

Benchmark Comparison: The ETF's performance should be compared to the Calvert US Large-Cap Core Responsible Index.

Expense Ratio: 0.08

Liquidity

Average Trading Volume

The average trading volume is moderate, offering sufficient liquidity for most investors.

Bid-Ask Spread

The bid-ask spread is typically low, indicating efficient trading.

Market Dynamics

Market Environment Factors

Economic indicators, investor sentiment towards ESG investing, and overall market conditions can influence the ETF's performance.

Growth Trajectory

Growth depends on increased adoption of ESG investing and the ETF's ability to attract assets from investors seeking responsible investment options.

Moat and Competitive Advantages

Competitive Edge

CSX's competitive advantage lies in its specific ESG methodology that aligns with the Calvert principles, potentially attracting investors specifically seeking investments adhering to those values. The ETF offers a cost-effective approach to investing in a diversified portfolio of U.S. large-cap companies with strong ESG profiles. While it faces competition from larger funds, its focus on responsible investing and association with a reputable firm like Morgan Stanley provides a degree of differentiation. The management expertise in ESG investing at Morgan Stanley also contributes to the ETF's appeal.

Risk Analysis

Volatility

Volatility is expected to be similar to that of the broader large-cap market.

Market Risk

The ETF is subject to market risk, including fluctuations in equity prices and broader economic downturns. Specific risks are related to the ESG factors considered by the index.

Investor Profile

Ideal Investor Profile

The ideal investor is one seeking exposure to U.S. large-cap equities while prioritizing environmental, social, and governance (ESG) considerations.

Market Risk

The ETF is suitable for long-term investors and passive index followers seeking responsible investing options.

Summary

The Calvert US Large-Cap Core Responsible Index ETF (CSX) provides exposure to U.S. large-cap equities screened for ESG factors. The ETF tracks the Calvert US Large-Cap Core Responsible Index aiming for returns that mirror the index. With a low expense ratio, it is suitable for long-term investors prioritizing responsible investing. CSX's success depends on its ability to differentiate its ESG approach from competitors and attract assets seeking responsible investment strategies.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • Morningstar
  • ETF.com
  • Issuer Website

Disclaimers:

Data is based on available information and may be subject to change. Investment involves risk, including potential loss of principal.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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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.