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Upturn AI SWOT - About
Morgan Stanley ETF Trust (EVLN)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/30/2025: EVLN (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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 4.65% | Avg. Invested days 65 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 46.55 - 50.19 | Updated Date 06/30/2025 |
52 Weeks Range 46.55 - 50.19 | Updated Date 06/30/2025 |
Upturn AI SWOT
Morgan Stanley ETF Trust
ETF Overview
Overview
Since 'Morgan Stanley ETF Trust' is a broad category encompassing multiple ETFs, a general overview is not possible. Each ETF within the Trust has a unique focus, target sector, asset allocation, and investment strategy.
Reputation and Reliability
Morgan Stanley is a well-established financial institution with a strong reputation for investment management and financial services.
Management Expertise
Morgan Stanley's asset management division has extensive experience and expertise in managing various investment strategies, including ETFs.
Investment Objective
Goal
The primary investment goal varies for each ETF within the Morgan Stanley ETF Trust, depending on its specific mandate. Goals can range from tracking a particular index to achieving capital appreciation or generating income.
Investment Approach and Strategy
Strategy: The investment strategy depends on the specific ETF. Strategies range from passively tracking indices to actively managing portfolios based on specific investment themes or factors.
Composition The asset composition of each ETF within the Morgan Stanley ETF Trust differs significantly based on its investment objective. Compositions may include stocks, bonds, commodities, or a mix of asset classes.
Market Position
Market Share: Market share varies significantly depending on the specific ETF within the Morgan Stanley ETF Trust and the sector it targets.
Total Net Assets (AUM): Total net assets (AUM) vary significantly depending on the specific ETF within the Morgan Stanley ETF Trust.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape varies significantly depending on the specific ETF within the Morgan Stanley ETF Trust and its target sector. Some ETFs may face intense competition, while others may operate in niche markets with fewer competitors. Advantages and disadvantages would depend on each fund.
Financial Performance
Historical Performance: Historical financial performance data varies significantly depending on the specific ETF within the Morgan Stanley ETF Trust.
Benchmark Comparison: Benchmark comparisons vary depending on the specific ETF within the Morgan Stanley ETF Trust and its benchmark index.
Expense Ratio: Expense ratios vary depending on the specific ETF within the Morgan Stanley ETF Trust.
Liquidity
Average Trading Volume
Average trading volume varies significantly depending on the specific ETF within the Morgan Stanley ETF Trust.
Bid-Ask Spread
Bid-ask spread varies significantly depending on the specific ETF within the Morgan Stanley ETF Trust.
Market Dynamics
Market Environment Factors
Market environment factors affecting the Morgan Stanley ETF Trust vary depending on the specific ETF and its investment focus.
Growth Trajectory
Growth trends and patterns vary significantly depending on the specific ETF within the Morgan Stanley ETF Trust, including changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
Morgan Stanley ETF Trust's competitive advantages depend on each ETF's unique strategy, specialized sector focus, and innovative investment products. The strength of Morgan Stanley's brand and distribution network provides a strong foundation for its ETF offerings. Their active ETFs may offer an information or skill advantage compared to other actively managed funds. The niche focus of some of their ETFs may appeal to specific investor segments.
Risk Analysis
Volatility
Volatility assessment depends on the specific ETF within the Morgan Stanley ETF Trust and its underlying assets.
Market Risk
Market risks associated with the Morgan Stanley ETF Trust depend on the specific ETF and its underlying assets, ranging from equity market risk to interest rate risk or commodity price volatility.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF within the Morgan Stanley ETF Trust, ranging from those seeking broad market exposure to those seeking targeted exposure to specific sectors or investment strategies.
Market Risk
Suitability depends on the specific ETF within the Morgan Stanley ETF Trust and its investment objectives, risk profile, and time horizon.
Summary
The Morgan Stanley ETF Trust is a collection of ETFs offering diverse investment strategies and focuses. Performance, risk, and suitability vary considerably depending on the specific ETF within the trust. Investors should carefully review the prospectus and investment objectives of each ETF before investing. Morgan Stanley's reputation and expertise in asset management provide a solid foundation for its ETF offerings. Investors should consider their own investment goals and risk tolerance when selecting an ETF from the Morgan Stanley ETF Trust.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morgan Stanley Asset Management
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on general information and does not constitute financial advice. Performance data and market conditions are subject to change. Investors should consult with a financial advisor before making investment decisions.
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, the fund invests at least 80% of its net assets in floating-rate credit investments. Floating-rate credit investments may include, without limitation, senior floating rate loans of domestic and foreign borrowers, debt tranches of collateralized loan obligations, secured and unsecured floating-rate bonds, as well as secured and unsecured subordinated loans, second lien loans, subordinated bridge loans and mezzanine investments.
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.