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Upturn AI SWOT - About
Morgan Stanley ETF Trust (EVSB)
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Upturn Advisory Summary
08/14/2025: EVSB (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 4.19% | Avg. Invested days 201 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 48.28 - 52.16 | Updated Date 06/30/2025 |
52 Weeks Range 48.28 - 52.16 | Updated Date 06/30/2025 |
Upturn AI SWOT
Morgan Stanley ETF Trust
ETF Overview
Overview
The Morgan Stanley ETF Trust encompasses a range of ETFs focusing on various investment strategies and sectors. The specific focus, asset allocation, and strategy depend on the individual ETF within the trust.
Reputation and Reliability
Morgan Stanley is a reputable financial institution with a long track record in the investment management industry.
Management Expertise
Morgan Stanley employs experienced portfolio managers and analysts with expertise in various asset classes and investment strategies.
Investment Objective
Goal
The investment goal varies depending on the specific ETF within the Morgan Stanley ETF Trust. It could be capital appreciation, income generation, or tracking a specific index.
Investment Approach and Strategy
Strategy: The strategy depends on the specific ETF, and may include tracking a specific index, active management, or focusing on a particular sector or investment style.
Composition The composition varies depending on the specific ETF, including stocks, bonds, commodities, or a combination thereof.
Market Position
Market Share: Dependent on the specific ETF within the trust; varies by sector/strategy.
Total Net Assets (AUM): Dependent on the specific ETF within the trust; varies.
Competitors
Key Competitors
- IVV
- SPY
- VTI
Competitive Landscape
The ETF market is highly competitive, with numerous providers offering similar products. Morgan Stanley ETFs compete on factors like expense ratio, tracking error, and investment strategy. Their advantage lies in Morgan Stanley's brand recognition and established distribution network. Disadvantages may include higher expense ratios compared to some competitors or limited product offerings in certain niche areas.
Financial Performance
Historical Performance: Varies depending on the specific ETF within the trust.
Benchmark Comparison: Varies depending on the specific ETF within the trust; benchmark depends on strategy.
Expense Ratio: Varies depending on the specific ETF within the trust.
Liquidity
Average Trading Volume
Liquidity varies depending on the specific ETF within the trust, but generally, Morgan Stanley ETFs exhibit adequate trading volume.
Bid-Ask Spread
Bid-ask spreads vary depending on the specific ETF and market conditions, with more liquid ETFs generally having tighter spreads.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and sector-specific trends can all influence the performance of Morgan Stanley ETFs.
Growth Trajectory
Growth trends and patterns are subject to the specific ETF's holdings and market conditions. Changes to strategy and holdings will also influence trajectory.
Moat and Competitive Advantages
Competitive Edge
Morgan Stanley ETFs benefit from the company's strong brand reputation and established distribution network. Some funds may offer unique investment strategies or focus on niche market segments. Furthermore, Morgan Stanleyu2019s research capabilities and experienced portfolio managers could provide an advantage. However, higher expense ratios or underperformance compared to benchmarks may negate these advantages. The funds need to offer unique value propositions in their respective sectors to stand out.
Risk Analysis
Volatility
Varies depending on the specific ETF within the trust.
Market Risk
Specific market risks depend on the underlying assets of the ETF. Equity ETFs are subject to stock market risk, while bond ETFs are subject to interest rate and credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific ETF within the trust. It can range from passive index followers to active traders.
Market Risk
Suitability depends on the investor's risk tolerance, investment goals, and time horizon.
Summary
The Morgan Stanley ETF Trust offers a diverse range of ETFs catering to various investment objectives and risk profiles. The performance and suitability of each ETF depend on its specific investment strategy and underlying assets. Investors should carefully evaluate the prospectus and consider their own financial circumstances before investing. Morgan Stanley's brand recognition and experienced management provide a solid foundation, but individual ETF performance should be carefully assessed and compared to alternatives. Ultimately, thorough due diligence is essential for making informed investment decisions within the Morgan Stanley ETF Trust offerings.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morningstar
- Bloomberg
- ETF.com
- Morgan Stanley Investment Management Website
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any 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 | ||
The fund seeks to achieve its investment objective by primarily investing in a portfolio of investment grade, short-term fixed, variable and floating-rate securities. The fund is not a money market fund and does not seek to maintain a stable net asset value. The fund is actively managed, not designed to track a benchmark, and therefore not constrained by the composition of a benchmark.
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.