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Upturn AI SWOT - About
Morgan Stanley Etf Trust - Calvert Ultra Short Investment Grade Etf (CVSB)
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Upturn Advisory Summary
08/14/2025: CVSB (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 13.11% | Avg. Invested days 278 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 48.16 - 50.92 | Updated Date 06/30/2025 |
52 Weeks Range 48.16 - 50.92 | Updated Date 06/30/2025 |
Upturn AI SWOT
Morgan Stanley Etf Trust - Calvert Ultra Short Investment Grade Etf
ETF Overview
Overview
The Calvert Ultra Short Investment Grade ETF (CUSB) seeks to provide current income while preserving capital by investing primarily in investment-grade, U.S. dollar-denominated fixed-income securities with maturities of one year or less. It targets the ultra-short end of the investment-grade bond market and aims for ESG (Environmental, Social, and Governance) considerations in its security selection process.
Reputation and Reliability
Morgan Stanley is a well-established financial institution with a strong reputation and extensive experience in asset management.
Management Expertise
Morgan Stanley has a team of experienced fixed-income professionals managing the ETF.
Investment Objective
Goal
To provide current income and preserve capital.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but actively manages a portfolio of investment-grade, ultra-short-term bonds.
Composition Primarily comprised of U.S. dollar-denominated, investment-grade fixed-income securities with maturities of one year or less, emphasizing ESG factors.
Market Position
Market Share: Data not available.
Total Net Assets (AUM): 441000000
Competitors
Key Competitors
- MINT
- NEAR
- GSYQ
- JPST
Competitive Landscape
The ultra-short bond ETF market is competitive, with numerous established players. CUSB distinguishes itself with its ESG focus, offering investors a socially responsible option. The advantages of CUSB include Morgan Stanley's reputable management and ESG considerations. Potential disadvantages compared to competitors might include a higher expense ratio or a lower yield due to its ESG mandate.
Financial Performance
Historical Performance: Historical performance data unavailable in this structure.
Benchmark Comparison: Benchmark comparison unavailable in this structure.
Expense Ratio: 0.23
Liquidity
Average Trading Volume
The ETF has moderate liquidity with an average trading volume, making it relatively easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic factors like interest rate changes, credit spreads, and overall economic growth influence the ETF's performance. Sector growth prospects are limited in this low-maturity area, and current market conditions like rising interest rates can negatively impact bond values.
Growth Trajectory
Growth is dependent on interest rate environments and investor demand for short-term, ESG-focused bond ETFs. Changes to strategy and holdings are actively managed to adapt to market conditions and maintain the desired risk profile.
Moat and Competitive Advantages
Competitive Edge
CUSB's competitive edge lies in its blend of ultra-short duration fixed income with an ESG focus, appealing to socially conscious investors. Morgan Stanley's established reputation and resources further bolster its position. The ETF provides a distinct combination of capital preservation and responsible investing. Its active management can potentially navigate interest rate risks more effectively than passive strategies. This unique offering differentiates it within the broader ultra-short bond ETF market.
Risk Analysis
Volatility
Volatility is generally low due to the ultra-short duration nature of the ETF's holdings.
Market Risk
Market risk primarily relates to interest rate sensitivity (although limited by short duration) and potential credit spread widening. Credit risk is mitigated by its focus on investment-grade securities.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking capital preservation and current income with an interest in ESG investing.
Market Risk
Suitable for long-term investors, those seeking a cash alternative, and those with a low-risk tolerance.
Summary
The Calvert Ultra Short Investment Grade ETF provides investors access to a portfolio of ultra-short-term, investment-grade bonds with an ESG overlay. It aims for capital preservation and current income with low volatility. Its active management strategy allows for adjustments based on market conditions. The ESG focus makes it attractive to socially conscious investors. However, it should be considered alongside other short-term bond ETFs and weighed against its expense ratio and performance relative to peers.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morningstar
- ETF.com
- Company Fact Sheet
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 Ultra Short Investment Grade Etf
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (including any borrowings for investment purposes) in a portfolio of investment grade, short-term fixed, variable and floating-rate securities. The fund is actively managed, not designed to track a benchmark, and therefore not constrained by the composition of a benchmark.
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