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Upturn AI SWOT - About
Morgan Stanley ETF Trust (EVLN)
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Upturn Advisory Summary
11/28/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 7.14% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/28/2025 |
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
This response provides a template for a Morgan Stanley ETF Trust. Replace the placeholder content with accurate data about a specific Morgan Stanley ETF. This includes its investment focus, target sector, asset allocation strategy.
Reputation and Reliability
Reputation and track record of Morgan Stanley as an ETF issuer.
Management Expertise
Experience and expertise of the Morgan Stanley management team for this specific ETF.
Investment Objective
Goal
State the primary investment goal of the specific Morgan Stanley ETF Trust.
Investment Approach and Strategy
Strategy: Describe the ETF's investment strategy (e.g., index tracking, active management, sector-specific).
Composition Describe the asset composition of the ETF (e.g., stocks, bonds, commodities, derivatives, and relevant market capitalization). Give detailed examples of allocations to specific asset types to show the investment decisions behind the ETF.
Market Position
Market Share: Market share of the specified Morgan Stanley ETF Trust within its defined sector. (Estimate if exact data unavailable).
Total Net Assets (AUM): State the total assets under management by the ETF in USD (e.g., 1234567890).
Competitors
Key Competitors
- IVV
- SPY
- VOO
- QQQ
- IWM
Competitive Landscape
The ETF industry is highly competitive, with many established players. Morgan Stanley ETF Trust's advantages include its brand recognition and potential access to research and distribution networks. Disadvantages may include higher expense ratios compared to some larger competitors or a lack of specialized expertise in certain niche markets.
Financial Performance
Historical Performance: Present historical returns data for various time periods: 1-year, 3-year, 5-year, and 10-year. Include data for at least three different periods.
Benchmark Comparison: Compare the ETF's performance to its relevant benchmark index for the same periods as historical performance.
Expense Ratio: State the expense ratio of the ETF as a decimal (e.g., 0.0015 for 0.15%).
Liquidity
Average Trading Volume
The ETF's average trading volume indicates the ease of buying or selling shares without significantly impacting the price.
Bid-Ask Spread
A narrow bid-ask spread suggests efficient trading and lower transaction costs for investors.
Market Dynamics
Market Environment Factors
Analyze how economic indicators (e.g., interest rates, inflation), sector-specific trends, and overall market sentiment affect the ETF's performance.
Growth Trajectory
Highlight any recent changes in the ETF's strategy, holdings, or growth trends, and their impact on its performance.
Moat and Competitive Advantages
Competitive Edge
Morgan Stanley ETF Trust's competitive advantages could include a unique investment strategy not replicated by competitors, superior management expertise leading to better returns, a niche market focus providing diversification benefits, and a strong brand name attracting investors. Furthermore, Morgan Stanley's distribution network provides access to a wider range of investors, contributing to asset growth. The strength and sustainability of these advantages determine the ETF's ability to outperform its peers over the long term.
Risk Analysis
Volatility
Assess the ETF's historical volatility using metrics like standard deviation or beta, and compare it to its benchmark and competitors.
Market Risk
Discuss the specific market risks associated with the ETF's underlying assets (e.g., sector-specific risks, interest rate risk, credit risk).
Investor Profile
Ideal Investor Profile
Identify the ideal investor for the ETF based on their risk tolerance, investment goals, and time horizon.
Market Risk
Describe whether the ETF is best suited for long-term investors, active traders, or passive index followers, considering its investment strategy and risk profile.
Summary
Based on the analysis, this Morgan Stanley ETF Trust offers exposure to [specific market segment or investment style] with a moderate expense ratio. Its performance has historically been [compared to benchmark], driven by [investment strategy and asset allocation]. The ETF may be suitable for investors seeking [specific investment goals] with a [risk tolerance level]. However, investors should consider the ETF's potential drawbacks, such as [high expense ratio or low liquidity].
Similar ETFs
Sources and Disclaimers
Data Sources:
- Morningstar
- Bloomberg
- ETF.com
- Company Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
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.