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Upturn AI Summary
Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF(CVMC)
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 CVMC
10/28/2026: CVMC (2-star) is currently NOT-A-BUY. Pass it for now.
CVMC provides disciplined exposure to US mid-cap stocks while applying Calvert’s rigorous ESG research framework to exclude companies that fail sustainability standards. Its main strengths include the reputation of its issuer and a systematic, transparent investment process. It is best used as a sustainable component within a diversified portfolio, though investors should be mindful of potential sector biases and liquidity levels common in smaller ESG funds. Key risks include standard mid-cap market volatility and potential performance deviations from broader indices. It is most suitable for long-term, values-aligned investors rather than short-term traders.
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 | Mid-cap stocks offer growth potential, but the ESG screen may exclude fast-growing companies that do not meet sustainability standards. |
| Momentum investor | Weak fit | As an index-based ESG fund, it does not prioritize momentum factors in its selection strategy. |
| Value investor | Mixed fit | The fund holds a diverse mid-cap portfolio which may contain value stocks, though value is not the primary tilt. |
| Dividend/Income investor | Mixed fit | Mid-caps are not traditionally income-focused, so dividend yield is a secondary consideration. |
| Low-risk investor | Weak fit | Mid-cap equities carry higher volatility than large-cap or fixed-income assets. |
Investor Profile
Ideal Investor Profile
Long-term investors who prioritize ESG values alongside traditional mid-cap equity growth potential.
Suitability
Best suited for long-term investors using this as a core holding or satellite position to express sustainability preferences.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks are historically more volatile than large-cap benchmarks. |
| Market risk | Medium / high | General market downturns significantly impact mid-cap stock valuations. |
| Concentration | Medium | The ESG screen may lead to sector biases compared to a non-ESG mid-cap index. |
| Tracking/expense | Low | Management and tracking error risks are generally standard for passive index ETFs. |
| Liquidity | Medium | Lower trading volume can make large entries or exits more costly for investors. |
| Business/sector quality | Medium | ESG criteria may exclude certain sectors, impacting sector-level performance quality. |
Risk Analysis
Volatility
CVMC exhibits volatility consistent with the mid-cap equity class, influenced by broader market fluctuations.
Market Risk
The fund is inherently exposed to the systemic risks of the US economy and the specific growth profiles of mid-cap companies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Mid-Cap Equities | 98 | This provides broad exposure to the medium-sized segment of the US stock market. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Small cash holdings are maintained for liquidity and operational purposes. |
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 32.99% | Avg. Invested days 71 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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