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Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF (CVLC)
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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
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 Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | 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 |
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 U.S. equities while incorporating environmental, social, and governance (ESG) factors.
Reputation and Reliability
Morgan Stanley Investment Management is a well-established asset manager with a strong reputation.
Management Expertise
Morgan Stanley has extensive experience managing a variety of investment products, including ETFs, with expertise in ESG investing.
Investment Objective
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
- 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.
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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