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Upturn AI SWOT - About
Morgan Stanley ETF Trust (EVTR)
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Upturn Advisory Summary
10/24/2025: 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 5.37% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 collection of Exchange Traded Funds (ETFs). Further information needed to give specific details.
Reputation and Reliability
Morgan Stanley is a well-established financial institution with a global presence. Their reputation is generally strong, but individual ETF performance varies.
Management Expertise
Morgan Stanley has a team of experienced portfolio managers and analysts overseeing their ETFs, leveraging the firm's extensive research capabilities.
Investment Objective
Goal
The primary investment goals vary depending on the specific ETF within the Morgan Stanley ETF Trust. They generally aim to provide investment results that correspond to the performance of a specified index or asset class.
Investment Approach and Strategy
Strategy: The ETFs may track specific indexes, sectors, commodities, or other assets depending on the specific ETF within the trust.
Composition The assets held by the ETFs will depend on their individual investment objectives. They can include stocks, bonds, commodities, or a mix.
Market Position
Market Share: Need Specific ETF in Morgan Stanley ETF Trust for market share data.
Total Net Assets (AUM): Need Specific ETF in Morgan Stanley ETF Trust for AUM data.
Competitors
Key Competitors
Competitive Landscape
Without a specific ETF within the trust, a detailed competitive landscape analysis is not possible. Morgan Stanley benefits from its brand recognition and distribution network. Competitors may offer lower fees or more specialized investment strategies.
Financial Performance
Historical Performance: Need Specific ETF in Morgan Stanley ETF Trust for historical performance data.
Benchmark Comparison: Need Specific ETF in Morgan Stanley ETF Trust for benchmark comparison data.
Expense Ratio: Need Specific ETF in Morgan Stanley ETF Trust for expense ratio data.
Liquidity
Average Trading Volume
Average trading volume for any specific ETF in the Morgan Stanley ETF Trust depends on the fund's popularity and investor demand.
Bid-Ask Spread
Bid-ask spreads vary depending on the specific ETF, market conditions and trading volume.
Market Dynamics
Market Environment Factors
Market conditions, economic indicators, and sector-specific trends all influence the performance of ETFs within the Morgan Stanley ETF Trust.
Growth Trajectory
Growth depends on the specific investment strategy and market demand.
Moat and Competitive Advantages
Competitive Edge
Morgan Stanley's competitive advantages lie in its established brand, extensive research capabilities, and distribution network. These factors allow the firm to attract investors and efficiently manage its ETFs. The trust may offer unique investment strategies or focus on niche markets. However, these advantages may be offset by higher expense ratios compared to some competitors, depending on the ETF. Understanding each ETF is critical to understanding its potential.
Risk Analysis
Volatility
Volatility depends on the specific ETF and its underlying assets. Equity ETFs are typically more volatile than bond ETFs.
Market Risk
Market risk is inherent in all ETFs and is associated with fluctuations in the overall market and sector-specific risks. Understanding an ETF's specific holdings is essential for comprehending market risks.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF. Some may be suitable for long-term investors, while others may be more appropriate for active traders. Investors seeking diversification or exposure to specific sectors may find the trust's ETF offerings appealing.
Market Risk
Suitability depends on the specific ETF. Some are best for long-term investors, while others might be suitable for active traders or passive index followers.
Summary
The Morgan Stanley ETF Trust provides a diverse range of ETF options targeting various asset classes and investment strategies. Morgan Stanley's brand recognition and established infrastructure contribute to its competitive standing in the ETF market. However, performance, expense ratios, and specific investment objectives must be evaluated on a fund-by-fund basis. The suitability of a Morgan Stanley ETF depends on the investor's risk tolerance, investment goals, and time horizon. Further information about specific ETFs in the trust is needed to do a real analysis.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morgan Stanley ETF Trust Prospectus
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Data is subject to change without notice.
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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