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Morgan Stanley ETF Trust (EVHY)



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Upturn Advisory Summary
08/14/2025: EVHY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 5.36% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 48.99 - 53.53 | Updated Date 06/30/2025 |
52 Weeks Range 48.99 - 53.53 | Updated Date 06/30/2025 |
Upturn AI SWOT
Morgan Stanley ETF Trust
ETF Overview
Overview
The Morgan Stanley ETF Trust encompasses a range of exchange-traded funds (ETFs) designed to offer investors exposure to specific market segments, sectors, or investment strategies. Each ETF within the trust has a unique primary focus, targeting diverse sectors and employing various asset allocation models and investment strategies to achieve its objectives.
Reputation and Reliability
Morgan Stanley Investment Management is a well-established global investment firm with a strong reputation for providing diverse investment solutions. It is known for its rigorous research, risk management, and commitment to client service, establishing it as a reliable issuer in the ETF market.
Management Expertise
The ETF's management team comprises experienced professionals with deep knowledge of the financial markets and specialized expertise in the sectors or strategies that each ETF targets. Their expertise is crucial in navigating market complexities and optimizing portfolio performance.
Investment Objective
Goal
The primary investment goal of each ETF within the Morgan Stanley ETF Trust varies depending on the specific fund. Goals range from tracking a particular index to achieving capital appreciation or generating income.
Investment Approach and Strategy
Strategy: The investment approach and strategy depend on the specific ETF within the trust. Some ETFs aim to track a specific index, sector, commodity, or other assets, while others employ active management strategies to outperform the market.
Composition The assets held by each ETF within the Morgan Stanley ETF Trust vary based on its investment strategy. These assets can include stocks, bonds, commodities, or a mix of different asset classes.
Market Position
Market Share: Market share will depend on the individual ETF within the Morgan Stanley ETF Trust being considered.
Total Net Assets (AUM): AUM will depend on the individual ETF within the Morgan Stanley ETF Trust being considered.
Competitors
Key Competitors
- IVV
- SPY
- VOO
- QQQ
- IWM
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar products. Morgan Stanley ETF Trust faces competition from established firms with extensive resources and brand recognition. Advantages may include specialized investment strategies or niche market focus, while disadvantages may involve lower trading volumes or higher expense ratios compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data will depend on the specific ETF within the Morgan Stanley ETF Trust being considered.
Benchmark Comparison: Benchmark comparison will depend on the specific ETF within the Morgan Stanley ETF Trust being considered.
Expense Ratio: Expense ratio will depend on the specific ETF within the Morgan Stanley ETF Trust being considered.
Liquidity
Average Trading Volume
The ETF's liquidity varies depending on the fund, but it is usually adequate for normal trading conditions.
Bid-Ask Spread
The bid-ask spread typically remains tight during market hours, reflecting the fund's liquidity and trading activity.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions all influence the performance of ETFs within the Morgan Stanley ETF Trust.
Growth Trajectory
Growth trends and patterns vary among the ETFs within the Morgan Stanley ETF Trust depending on the specific investment strategy, asset allocation, and market conditions.
Moat and Competitive Advantages
Competitive Edge
Morgan Stanley ETF Trust's competitive advantages are based on its strong brand recognition, research capabilities, and diverse range of investment strategies. Its niche market focus enables investors to get exposure to unique opportunities. Superior management and specialized investment strategies allow for outperformance and optimized risk-adjusted returns. These features collectively contribute to the fund's competitive positioning and attractiveness to investors.
Risk Analysis
Volatility
The ETF's volatility depends on the fund and its asset allocation.
Market Risk
Specific risks associated with the ETF depend on the fund and its underlying assets. These could include market risk, sector risk, and interest rate risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile for ETFs within the Morgan Stanley ETF Trust varies depending on the specific fund's investment objectives, risk tolerance, and time horizon. It could be suitable for both retail and institutional investors seeking specific sector exposure or diversification.
Market Risk
The suitability varies depending on the specific ETF. Some funds are better for long-term investors, while others are designed for active traders or passive index followers.
Summary
Morgan Stanley ETF Trust offers a diverse range of ETFs designed to provide investors with exposure to specific market segments, sectors, or investment strategies. Backed by a reputable issuer with experienced management, the trust presents opportunities for investors seeking tailored investment solutions. However, investors should carefully consider each ETF's specific investment objectives, risk factors, and expense ratios before investing. Overall, the Morgan Stanley ETF Trust serves as a comprehensive platform for investors looking for diversification and targeted exposure to different sectors and asset classes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morgan Stanley Investment Management Website
- ETF.com
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share and financial data are estimates and may vary.
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
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 high yield securities. The fund may invest up to 15% of its net assets in securities that are rated investment grade.

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