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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
08/14/2025: 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 14.1% | Avg. Invested days 50 | 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 08/14/2025 |
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 (CVMC) seeks to provide investment results that correspond generally to the performance, before fees and expenses, of the Calvert US Mid-Cap Core Responsible Index. The fund focuses on mid-capitalization U.S. equities while incorporating environmental, social, and governance (ESG) considerations.
Reputation and Reliability
Morgan Stanley is a well-established and reputable financial institution with a long history in asset management.
Management Expertise
Morgan Stanley has a dedicated team of investment professionals with experience in managing responsible and ESG-focused investments.
Investment Objective
Goal
To track the performance, before fees and expenses, of the Calvert US Mid-Cap Core Responsible Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Calvert US Mid-Cap Core Responsible Index, a rules-based index that incorporates ESG factors.
Composition The ETF holds a diversified portfolio of mid-capitalization U.S. equities that meet specific ESG criteria.
Market Position
Market Share: CVMC holds a small market share within the broader mid-cap ETF category.
Total Net Assets (AUM): 87228698
Competitors
Key Competitors
- IJH
- MDY
- IWR
- VO
- SCHM
Competitive Landscape
The mid-cap ETF market is highly competitive. CVMC differentiates itself through its ESG focus, but faces stiff competition from larger, more established ETFs with lower expense ratios. CVMC's advantage lies in attracting investors seeking socially responsible investments, while its disadvantage is the higher expense ratio compared to more general mid-cap ETFs.
Financial Performance
Historical Performance: Historical performance data is available from the fund's inception and should be reviewed to assess its track record.
Benchmark Comparison: The ETF's performance should be compared to the Calvert US Mid-Cap Core Responsible Index to evaluate its tracking effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume affects the ease of buying and selling shares, with higher volume generally indicating better liquidity.
Bid-Ask Spread
The bid-ask spread represents the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, influencing trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards mid-cap stocks influence the ETF's performance. ESG trends and increasing focus on responsible investing will also play a role.
Growth Trajectory
The growth trajectory of CVMC depends on investor demand for ESG-focused mid-cap investments. Increased awareness of ESG principles may drive growth.
Moat and Competitive Advantages
Competitive Edge
CVMC's competitive advantage lies in its focus on responsible investing by incorporating ESG considerations into its mid-cap portfolio. This focus attracts investors seeking to align their investments with their values. The fund tracks a specific index, the Calvert US Mid-Cap Core Responsible Index, which follows a rules-based methodology for ESG screening. However, it has a higher expense ratio than its competitors. The ESG focus may limit the investment universe compared to broad mid-cap ETFs.
Risk Analysis
Volatility
The ETF's volatility will be influenced by the volatility of the underlying mid-cap stocks and overall market conditions.
Market Risk
The ETF is subject to market risk, including the risk of declines in the value of mid-cap stocks due to economic downturns or other factors.
Investor Profile
Ideal Investor Profile
The ideal investor for CVMC is one who is seeking exposure to U.S. mid-cap equities and prioritizes environmental, social, and governance (ESG) factors in their investment decisions.
Market Risk
CVMC is suitable for long-term investors who are looking for responsible investment options and are comfortable with the volatility associated with equity markets.
Summary
The Calvert US Mid-Cap Core Responsible Index ETF (CVMC) offers investors exposure to mid-capitalization U.S. equities with a focus on ESG principles. While it provides a way to align investments with values, the higher expense ratio compared to competitors is a consideration. Its performance depends on both the mid-cap market and the success of its ESG screening process. CVMC suits investors seeking responsible investing within the mid-cap equity space, and it's more suited for long-term holders than active traders.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morningstar
- ETF.com
- Company Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Market share data is an estimate and may vary. Performance figures are not indicative of future results.
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.