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Upturn AI SWOT - About
Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF (CVMC)
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Upturn Advisory Summary
10/24/2025: CVMC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 17.76% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 49.24 - 63.87 | Updated Date 06/30/2025 |
52 Weeks Range 49.24 - 63.87 | Updated Date 06/30/2025 |
Upturn AI SWOT
Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
ETF Overview
Overview
The Calvert US Mid-Cap Core Responsible Index ETF (MVRS) seeks to track the performance of the Calvert US Mid-Cap Core Responsible Index, which measures the performance of U.S. mid-capitalization companies that meet specified sustainability and corporate responsibility criteria.
Reputation and Reliability
Morgan Stanley Investment Management is a global investment manager with a long history and substantial AUM, indicating a strong reputation and reliability.
Management Expertise
Morgan Stanley has extensive experience in managing a wide array of investment products, suggesting a high level of management expertise in ETF operations.
Investment Objective
Goal
The ETF aims to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Calvert US Mid-Cap Core Responsible Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the Calvert US Mid-Cap Core Responsible Index.
Composition The ETF holds stocks of mid-capitalization U.S. companies that meet certain environmental, social, and governance (ESG) criteria.
Market Position
Market Share: MVRS has a relatively small market share compared to broader mid-cap ETFs.
Total Net Assets (AUM): 67474076
Competitors
Key Competitors
- iShares Core S&P Mid-Cap ETF (IJH)
- Vanguard Mid-Cap ETF (VO)
- SPDR S&P MidCap ETF Trust (MDY)
Competitive Landscape
The ETF market for mid-cap stocks is highly competitive, with several large, well-established ETFs dominating the space. MVRS differentiates itself through its ESG focus. Compared to broad mid-cap ETFs, MVRS may underperform if ESG factors are out of favor, but it may appeal to socially conscious investors. Its AUM is significantly smaller than its competitors.
Financial Performance
Historical Performance: Historical performance data should be acquired from reliable financial data providers.
Benchmark Comparison: Performance should be compared against the Calvert US Mid-Cap Core Responsible Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume is relatively low, which could impact trade execution.
Bid-Ask Spread
The bid-ask spread can be moderate, potentially adding to transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and sector-specific trends can affect MVRS. Investors should also monitor ESG sentiment and regulatory changes.
Growth Trajectory
Growth trends will depend on the increasing demand for responsible investment strategies and the fund's ability to attract investor capital.
Moat and Competitive Advantages
Competitive Edge
MVRS's competitive advantage lies in its focus on ESG investing within the mid-cap space. It caters to investors seeking both financial returns and positive social impact. The Calvert brand is recognized for responsible investing and can attract investors who align with these values. However, this ESG focus may limit the investment universe and potentially constrain performance compared to broader market indexes.
Risk Analysis
Volatility
Volatility will depend on the volatility of the underlying mid-cap stocks and the specific ESG screens applied.
Market Risk
Market risk includes the general risk of investing in equities, as well as specific risks related to the mid-cap sector and ESG factors.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to mid-cap U.S. equities with a focus on environmental, social, and governance (ESG) factors.
Market Risk
MVRS is suitable for long-term investors who prioritize responsible investing and are comfortable with the risks associated with mid-cap equities.
Summary
The Calvert US Mid-Cap Core Responsible Index ETF (MVRS) offers investors exposure to mid-cap U.S. stocks while incorporating ESG considerations. Its ESG focus differentiates it from broader mid-cap ETFs, potentially attracting socially conscious investors. However, its AUM is relatively small and trading volume is low compared to its competitors. Investors should consider the fund's ESG criteria, expense ratio, and liquidity before investing. The ETF is suitable for long term investors who are interested in ESG focused companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morningstar
- ETF.com
- Bloomberg
- Morgan Stanley Investment Management Website
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share percentages are estimates and may vary based on the source and calculation methodology.
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 Mid-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 mid-size 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.