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Upturn AI Summary
Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF(CVLC)
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 CVLC
10/28/2026: CVLC (2-star) has a low Upturn Star Rating. Not recommended to BUY.
CVLC provides diversified exposure to US large-cap companies filtered through Calvert’s stringent ESG research framework. Its main strengths include institutional-grade ESG screening and the backing of Morgan Stanley, making it a reliable choice for values-aligned investors. It is best suited as a core portfolio holding for those seeking long-term equity growth without compromising on responsible investing standards. Key risks include standard large-cap market volatility and potential performance divergence from non-ESG indices. Investors should monitor shifts in ESG regulations and the performance of ESG-screened sectors compared to the broader market.
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 | The fund offers growth potential but is filtered for ESG compliance rather than pure growth maximization. |
| Momentum investor | Weak fit | This is a passive ESG fund not designed to capture short-term momentum or tactical market trends. |
| Value investor | Mixed fit | The portfolio reflects the composition of its benchmark, which may contain both value and growth segments. |
| Dividend/Income investor | Mixed fit | The fund holds dividend-paying stocks, but income is a secondary consideration to ESG-aligned growth. |
| Low-risk investor | Mixed fit | Equity market volatility applies, though ESG screens may mitigate certain types of business risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for core US equity exposure that aligns with environmental and social values.
Suitability
The fund is best suited for long-term passive investors who prioritize values-based portfolio construction.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to standard large-cap market fluctuations. |
| Market risk | Medium | The fund is exposed to systemic risks affecting the broader US stock market. |
| Concentration | Medium | ESG filtering may lead to industry tilts different from a standard S&P 500 index. |
| Tracking/expense | Low | Efficient index tracking minimizes the risk of significant performance deviation. |
| Liquidity | Low | Adequate liquidity is maintained for standard retail investor needs. |
| Business/sector quality | Low | Rigorous ESG screening processes help avoid companies with poor corporate governance. |
Risk Analysis
Volatility
CVLC exhibits volatility typical of a US large-cap equity portfolio, which is generally moderate relative to small-cap or specialized sector funds.
Market Risk
The primary risk is market risk, as the fund is fully invested in large-cap equities that react to broad economic cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98.5 | The fund provides diversified exposure to large US companies that pass strict ESG filtering screens. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small cash position is maintained for liquidity and to manage daily fund flows. |
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 47.78% | Avg. Invested days 83 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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