Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
EVHY
Upturn stock ratingUpturn stock rating

Morgan Stanley ETF Trust (EVHY)

Upturn stock ratingUpturn stock rating
$53.18
Last Close (24-hour delay)
Profit since last BUY3.54%
upturn advisory
Consider higher Upturn Star rating
BUY since 67 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/14/2025: EVHY (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 5.36%
Avg. Invested days 61
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

ai summary icon Upturn AI SWOT

Morgan Stanley ETF Trust

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.