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Upturn AI SWOT - About
Morgan Stanley ETF Trust (EVTR)
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Upturn Advisory Summary
08/14/2025: EVTR (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 2.64% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 47.34 - 51.01 | Updated Date 06/30/2025 |
52 Weeks Range 47.34 - 51.01 | Updated Date 06/30/2025 |
Upturn AI SWOT
Morgan Stanley ETF Trust
ETF Overview
Overview
The Morgan Stanley ETF Trust is a suite of ETFs covering various investment strategies. Due to its general nature, specific focus, target sector, asset allocation, and investment strategy are dependent on the individual ETF within the trust.
Reputation and Reliability
Morgan Stanley Investment Management is a well-established global asset manager with a strong reputation for investment expertise and risk management.
Management Expertise
The management team comprises experienced professionals with deep knowledge of various asset classes and investment strategies.
Investment Objective
Goal
Varies depending on the specific ETF within the Morgan Stanley ETF Trust. Generally aims to provide investors with exposure to a specific asset class, sector, or investment strategy.
Investment Approach and Strategy
Strategy: Ranges from passive index tracking to active management depending on the individual ETF's mandate.
Composition The asset composition varies greatly depending on the specific ETF and can include stocks, bonds, commodities, or a mix of asset classes.
Market Position
Market Share: Varies greatly depending on the individual ETF and its specific market niche. Needs to be determined on a fund-by-fund basis.
Total Net Assets (AUM): Varies greatly depending on the individual ETF. Needs to be determined on a fund-by-fund basis.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape is highly fragmented, with numerous ETF providers offering similar products. The advantages and disadvantages of the Morgan Stanley ETF Trust vary by fund, often related to brand recognition, distribution network, expense ratios, and tracking error (for index funds).
Financial Performance
Historical Performance: Historical performance varies significantly based on the specific ETF within the trust. Data needs to be analyzed on a fund-by-fund basis.
Benchmark Comparison: Benchmark comparison is relevant primarily for index-tracking ETFs and varies significantly by fund.
Expense Ratio: Expense ratios vary depending on the specific ETF within the trust. Data needs to be analyzed on a fund-by-fund basis.
Liquidity
Average Trading Volume
Average trading volume varies significantly depending on the specific ETF; refer to the trading volume of the ticker of interest.
Bid-Ask Spread
The bid-ask spread varies depending on the specific ETF and market conditions; it should be monitored when trading.
Market Dynamics
Market Environment Factors
Market environment factors vary significantly based on the underlying assets of the specific ETF, and economic indicators, sector growth prospects, and market conditions affect them.
Growth Trajectory
Growth trends and patterns vary depending on the specific ETF. Track specific ETFs for growth changes.
Moat and Competitive Advantages
Competitive Edge
Morgan Stanley ETF Trust's competitive advantages stem from its well-established brand and distribution network. They have access to Morgan Stanley's research and trading capabilities. Morgan Stanley offers actively managed strategies that provide unique value. Their ETFs may focus on niche sectors or offer innovative portfolio construction techniques. Their reputation helps attract investors seeking reliable asset management.
Risk Analysis
Volatility
Volatility varies significantly depending on the specific ETF and its underlying assets.
Market Risk
Market risk depends on the assets that form up the ETF's portfolio and are subject to market volatility.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies based on the specific ETF. Ranging from passive index investors to active traders seeking tactical exposure to specific sectors or strategies.
Market Risk
Suitability depends on the specific ETF and its investment objectives. Varies by product from short-term trading to long-term investments.
Summary
The Morgan Stanley ETF Trust offers a diverse suite of ETFs catering to various investment needs and preferences. Investment objective and risk tolerance vary by fund within the Trust. Investors should assess the specific ETF's strategy, holdings, and fees. Due diligence is recommended before investing to align with one's financial goals. Performance of each individual ETF requires careful review.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morgan Stanley Investment Management Website
- ETF.com
- FactSet
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Data is based on available information and may be subject to change.
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 NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of the fund"s net assets (plus the amount of any borrowings for investment purposes) will be invested in fixed-income securities. The fund invests primarily in a diversified mix of U.S. dollar-denominated investment grade fixed-income securities, including U.S. government, corporate, municipal, mortgage- and asset-backed securities.
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