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Upturn AI SWOT - About
Morgan Stanley Etf Trust - Calvert Us Select Equity Etf (CVSE)
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Upturn Advisory Summary
08/14/2025: CVSE (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 26.5% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 56.67 - 71.10 | Updated Date 06/30/2025 |
52 Weeks Range 56.67 - 71.10 | Updated Date 06/30/2025 |
Upturn AI SWOT
Morgan Stanley Etf Trust - Calvert Us Select Equity Etf
ETF Overview
Overview
The Calvert US Select Equity ETF (CVSE) seeks to provide investment results that correspond to the total return performance of the Calvert US Large-Cap Core Responsible Index. It primarily focuses on US large-cap equities selected based on financial criteria and Environmental, Social, and Governance (ESG) factors. Its investment strategy involves responsible investing, favoring companies demonstrating positive ESG characteristics and avoiding those with significant negative impacts.
Reputation and Reliability
Morgan Stanley is a well-established and reputable financial institution with extensive experience in asset management.
Management Expertise
Morgan Stanley has a dedicated team of portfolio managers and analysts with expertise in equity research and ESG investing.
Investment Objective
Goal
To track the performance, before fees and expenses, of the Calvert US Large-Cap Core Responsible Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of an index, specifically the Calvert US Large-Cap Core Responsible Index, using a passively managed approach.
Composition The ETF primarily holds stocks of large-cap US companies selected based on ESG criteria. The composition reflects the index methodology, with weights assigned accordingly.
Market Position
Market Share: CVSE's market share within the ESG large-cap equity ETF space is relatively moderate.
Total Net Assets (AUM): 259700000
Competitors
Key Competitors
- Xtrackers S&P 500 ESG ETF (SNPE)
- iShares ESG Aware MSCI USA ETF (ESGU)
- Vanguard ESG US Stock ETF (ESGV)
Competitive Landscape
The ESG ETF market is highly competitive, with major players like iShares and Vanguard dominating the landscape. CVSE's advantage lies in its specific ESG screening methodology, but it faces stiff competition in terms of AUM and brand recognition. Competitors offer similar ESG-focused exposure but with varying screening criteria and expense ratios. A disadvantage is its relatively small AUM compared to competitors.
Financial Performance
Historical Performance: Historical performance data is available from inception and should be evaluated relative to its benchmark and peers.
Benchmark Comparison: Performance should be compared to the Calvert US Large-Cap Core Responsible Index to assess tracking efficiency.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic conditions, investor sentiment towards ESG investing, and regulatory developments can significantly impact CVSE's performance.
Growth Trajectory
Growth trends are linked to increasing investor interest in ESG and sustainable investing, though its AUM growth has been slower than competitors. Holdings adjustments reflect changes in the underlying index and ESG ratings of constituent companies.
Moat and Competitive Advantages
Competitive Edge
CVSE differentiates itself through the Calvert US Large-Cap Core Responsible Index's specific ESG screening process, which aims to identify companies with strong ESG performance. This distinct screening methodology may appeal to investors seeking a particular ESG approach. The responsible investing mandate provides an edge in attracting investors looking to align their investments with their values. Calvert's long-standing reputation in responsible investing enhances its credibility.
Risk Analysis
Volatility
Historical volatility should be assessed relative to the broader market and similar ESG ETFs.
Market Risk
The ETF is subject to market risk inherent in equity investments, as well as risks specific to the ESG factors used in stock selection.
Investor Profile
Ideal Investor Profile
The ideal investor is one interested in ESG investing, who understands large cap equities and values responsible investing principles.
Market Risk
CVSE is suitable for long-term investors seeking ESG-focused equity exposure. It could suit passive index followers who value ethical screening.
Summary
The Calvert US Select Equity ETF (CVSE) is a passively managed ESG-focused ETF seeking to replicate the Calvert US Large-Cap Core Responsible Index. It offers investors access to a portfolio of large-cap US companies selected based on their ESG performance. The ETF's success depends on the continued growth of ESG investing and its ability to compete with larger, more established ESG ETFs. The key differentiator is its specific ESG screening methodology, potentially appealing to investors with aligned values.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morningstar
- ETF.com
- Company Fact Sheet
Disclaimers:
Data is based on available information and may change. Investment decisions should be made after consulting with a financial professional.
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 Select Equity Etf
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of the fund"s net assets (plus any borrowings for investment purposes) will be invested in the equity securities of U.S. issuers. The fund is actively managed, not designed to track a benchmark, and therefore not constrained by the composition of a benchmark. The fund primarily invests in the equity securities of large capitalization U.S. issuers that are involved in economic activities that address global environmental or societal challenges that relate to areas such as environmental sustainability and resource efficiency.
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