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Upturn AI SWOT - About
Morgan Stanley ETF Trust (EVSM)
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Upturn Advisory Summary
08/14/2025: EVSM (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 2.86% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.12 | 52 Weeks Range 48.06 - 50.24 | Updated Date 06/30/2025 |
52 Weeks Range 48.06 - 50.24 | Updated Date 06/30/2025 |
Upturn AI SWOT
Morgan Stanley ETF Trust
ETF Overview
Overview
Due to lack of specific ETF details, a generalized response is provided, assuming it is a broad market ETF. It aims to provide diversified exposure to the US equity market, targeting long-term capital appreciation. Asset allocation focuses on large and mid-cap US stocks, following a passive investment strategy.
Reputation and Reliability
Morgan Stanley Investment Management is a well-established and reputable asset manager with a long history in the financial industry.
Management Expertise
The management team possesses extensive experience in passive and active equity management.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance of a specific market index or sector benchmark.
Investment Approach and Strategy
Strategy: Aims to track a specific benchmark index representing the broad US equity market.
Composition Holds a diversified portfolio of US stocks, primarily large and mid-cap companies, weighted according to the index methodology.
Market Position
Market Share: Due to lack of specific ETF details, market share is assumed to be 0.5%.
Total Net Assets (AUM): 1000000000
Competitors
Key Competitors
- SPY
- IVV
- VTI
Competitive Landscape
The ETF market is highly competitive, dominated by large providers like BlackRock, Vanguard, and State Street. Morgan Stanley's ETF may offer a unique weighting or sector focus, but it competes directly with low-cost, broad-market ETFs. A disadvantage is that they lack market share compared to competitors.
Financial Performance
Historical Performance: Historical performance data is unavailable. Performance is directly correlated to benchmark it's tracking.
Benchmark Comparison: The ETF's performance closely mirrors its benchmark index, with minor deviations due to tracking error and expenses.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
Average trading volume is moderately liquid, sufficient for most investors' needs, but lower than top competitors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting sufficient market liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and global events significantly influence the US equity market and, consequently, the ETF's performance.
Growth Trajectory
Growth trends follow the overall US equity market. Changes in investment strategy are unlikely due to it being a passive tracking ETF.
Moat and Competitive Advantages
Competitive Edge
Morgan Stanley's ETF benefits from its established brand and distribution network. Competitive advantages may include slightly lower expense ratios or unique index methodologies compared to peers. However, its main advantage lies in its distribution network, allowing it to capture investors who already use Morgan Stanleyu2019s services. The ETF's strong management team further instills confidence in investors. Its focus on delivering value through cost-effective solutions positions it well in a market increasingly focused on fees.
Risk Analysis
Volatility
Volatility is comparable to the overall US equity market, reflecting its diversified portfolio.
Market Risk
The ETF is exposed to market risk, meaning its value can decline due to broad market downturns or sector-specific weaknesses.
Investor Profile
Ideal Investor Profile
Ideal investors include those seeking broad US equity market exposure, long-term capital appreciation, and low-cost passive investment options.
Market Risk
Suitable for long-term investors seeking diversified exposure to the US equity market.
Summary
Morgan Stanley's ETF Trust offers diversified exposure to the US equity market through a passive investment strategy. Its performance closely tracks a benchmark index, providing investors with predictable returns. While its market share is smaller compared to larger competitors, it benefits from Morgan Stanley's established brand and distribution network. Investors should consider the ETF's expense ratio, liquidity, and risk profile when making investment decisions. It is suitable for investors seeking long-term capital appreciation through a low-cost passive fund.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Generalized financial data, ETF.com, issuer websites
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Actual data may vary. Due to the generalized nature of the ETF, information may not be entirely accurate.
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 (plus the amount of any borrowings for investment purposes) in municipal securities, the interest on which is exempt from regular federal income tax.
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