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EVLN
Upturn stock ratingUpturn stock rating

Morgan Stanley ETF Trust (EVLN)

Upturn stock ratingUpturn stock rating
$49.94
Last Close (24-hour delay)
Profit since last BUY2.61%
upturn advisory
Consider higher Upturn Star rating
BUY since 67 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
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Upturn Advisory Summary

08/14/2025: EVLN (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 6.18%
Avg. Invested days 76
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
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 46.55 - 50.19
Updated Date 06/30/2025
52 Weeks Range 46.55 - 50.19
Updated Date 06/30/2025

ai summary icon Upturn AI SWOT

Morgan Stanley ETF Trust

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Morgan Stanley Investment Management is a reputable and well-established asset manager with a long track record in the industry.

reliability logo Management Expertise

Morgan Stanley Investment Management has experienced portfolio managers and analysts specializing in various asset classes and investment strategies.

Investment Objective

overview logo 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

overview logo 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.

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, 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.