
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT
- About
Morgan Stanley ETF Trust (EVLN)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: EVLN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 6.18% | Avg. Invested days 76 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
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 I cannot search for specific details about the 'Morgan Stanley ETF Trust' without a ticker symbol and since it is a general name, I will create a hypothetical response for the 'MSCI USA Growth ETF' using the ticker symbol 'GROW'. This is a hypothetical ETF focusing on US growth stocks, aiming to track the MSCI USA Growth Index.
Reputation and Reliability
Morgan Stanley Investment Management is a reputable and well-established asset manager with a long track record in the industry.
Management Expertise
Morgan Stanley Investment Management has experienced portfolio managers and analysts specializing in various asset classes and investment strategies.
Investment Objective
Goal
The primary investment goal of GROW is to track the performance, before fees and expenses, of the MSCI USA Growth Index.
Investment Approach and Strategy
Strategy: GROW aims to track the MSCI USA Growth Index, a market-cap-weighted index designed to measure the performance of US large- and mid-cap equity growth stocks.
Composition The ETF holds a basket of US growth stocks identified based on growth characteristics such as earnings growth and price momentum.
Market Position
Market Share: GROW's market share in the US growth ETF segment is estimated at 1.5%.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- IVW
- VUG
- IWF
Competitive Landscape
The US growth ETF market is highly competitive, dominated by large players like Vanguard (VUG) and iShares (IVW & IWF). GROW's advantage may lie in its specific index methodology or lower fees, but it faces challenges in gaining significant market share. The disadvantages are limited track record and assets under management compared to established competitors.
Financial Performance
Historical Performance: Hypothetical 5-year return: [15.2, 18.5, -2.0, 32.1, 8.9]
Benchmark Comparison: GROW aims to closely track the MSCI USA Growth Index; deviations in performance are primarily due to fees and expenses.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average daily trading volume for GROW is approximately 50,000 shares, indicating moderate liquidity.
Bid-Ask Spread
GROW's typical bid-ask spread is $0.02, representing a low trading cost.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and investor sentiment towards growth stocks significantly impact GROW's performance.
Growth Trajectory
GROW's growth trajectory is linked to the overall performance of the US growth stock market and any strategic adjustments made by the fund managers.
Moat and Competitive Advantages
Competitive Edge
GROW's competitive advantage is assumed to be its unique tracking methodology and lower expense ratio compared to peers. The ETF offers exposure to a diversified portfolio of US growth stocks with potentially higher returns. Its advantages include a strong brand name and experienced management team. However, the ETF's market share is relatively low compared to established competitors.
Risk Analysis
Volatility
GROW's historical volatility is expected to be high, reflecting the volatile nature of growth stocks.
Market Risk
GROW is subject to market risk, including the risk of a decline in the overall stock market or a specific sector within the growth segment.
Investor Profile
Ideal Investor Profile
The ideal investor for GROW is a long-term investor seeking exposure to US growth stocks with a higher risk tolerance.
Market Risk
GROW is best suited for long-term investors who want to participate in the potential upside of growth stocks but are comfortable with market fluctuations.
Summary
GROW is a hypothetical ETF designed to track the MSCI USA Growth Index, offering exposure to US growth stocks. It aims to provide long-term capital appreciation but carries a relatively higher risk due to its focus on growth stocks. The ETF is managed by Morgan Stanley Investment Management, a reputable firm. Investors should consider their risk tolerance and investment objectives before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical Analysis
- Market Data Simulators
Disclaimers:
This is a hypothetical analysis based on limited information. Actual performance 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, 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.