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Upturn AI SWOT - About
Morgan Stanley ETF Trust - Calvert International Responsible Index ETF (CVIE)
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Upturn Advisory Summary
03/13/2025: CVIE (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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -0.1% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/13/2025 |
Key Highlights
Volume (30-day avg) 16646 | Beta - | 52 Weeks Range 52.16 - 60.24 | Updated Date 04/1/2025 |
52 Weeks Range 52.16 - 60.24 | Updated Date 04/1/2025 |
Upturn AI SWOT
Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
ETF Overview
Overview
The Calvert International Responsible Index ETF (CIVIX) seeks to track the investment results of an index composed of large- and mid-capitalization developed market equities that have positive environmental, social and governance (ESG) characteristics, excluding the U.S. and Canada. It focuses on providing exposure to international equities with a commitment to responsible investing principles.
Reputation and Reliability
Morgan Stanley is a well-established global financial services firm with a strong reputation. Their ETF offerings are typically considered reliable and well-managed.
Management Expertise
Morgan Stanley Investment Management has a large team of experienced investment professionals managing various asset classes, including ETFs.
Investment Objective
Goal
The investment seeks to track the investment results of the Calvert International Responsible Index. The fund will invest at least 80% of its net assets in component securities of the underlying index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Calvert International Responsible Index, which screens companies based on ESG criteria.
Composition The ETF holds a diversified portfolio of international equities, primarily large- and mid-cap companies, with a focus on ESG factors.
Market Position
Market Share: Market share data is not readily available.
Total Net Assets (AUM): 146900000
Competitors
Key Competitors
- VEU
- VXUS
- IEFA
- SPDW
Competitive Landscape
The international equity ETF market is highly competitive, with several large players offering broad market exposure. CIVIX differentiates itself through its ESG focus, potentially attracting investors seeking responsible investment options. However, larger ETFs like VEU and VXUS offer lower expense ratios and greater liquidity, presenting a significant competitive challenge. CIVIX has a smaller AUM than competitors, which may affect liquidity.
Financial Performance
Historical Performance: Historical performance data is not readily available.
Benchmark Comparison: Benchmark comparison data is not readily available.
Expense Ratio: 0.14
Liquidity
Average Trading Volume
The average trading volume for CIVIX is relatively low, which may impact execution prices.
Bid-Ask Spread
The bid-ask spread for CIVIX can be wider than more liquid ETFs, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Economic growth in developed international markets, currency fluctuations, and global trade policies can significantly impact the performance of CIVIX.
Growth Trajectory
Growth trends depend on international market conditions and increased investor demand for ESG-focused investments. Changes to ESG selection criteria and index methodology could occur.
Moat and Competitive Advantages
Competitive Edge
CIVIX's competitive advantage lies in its specific focus on international equities with positive ESG characteristics, appealing to socially conscious investors. This niche market focus allows it to stand out from broader international equity ETFs. Its ESG screening methodology may lead to a portfolio with reduced exposure to certain risks, such as environmental liabilities. However, this focus may also limit the investment universe and potentially impact returns compared to broader market indices.
Risk Analysis
Volatility
Volatility data is not readily available, but it is subject to the volatility of international equity markets.
Market Risk
CIVIX is exposed to market risk associated with international equities, including economic downturns, political instability, and currency fluctuations.
Investor Profile
Ideal Investor Profile
The ideal investor for CIVIX is someone seeking exposure to international developed markets with a strong preference for responsible investing principles. Investors who value ESG factors and are willing to accept potentially lower returns than broader market ETFs might find this appealing.
Market Risk
CIVIX is best suited for long-term investors who align with ESG principles and seek diversification across international equities.
Summary
The Calvert International Responsible Index ETF (CIVIX) provides exposure to international developed market equities with a focus on ESG principles. It tracks a specific index that screens companies based on environmental, social, and governance criteria. The ETF is suitable for long-term investors seeking responsible investment options. Its competitive advantage lies in its ESG focus, but it faces competition from larger, more liquid international equity ETFs. The low trading volume and potential for wider bid-ask spreads should be considered before investing.
Similar Companies
- ESGU
- VSGX
- DSI
- CRBN
- EFIV
Sources and Disclaimers
Data Sources:
- Morningstar
- ETF.com
- Company Fact Sheet
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data can be delayed. Consult 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 - Calvert International Responsible Index ETF
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 any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies in developed markets, excluding the U.S., that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.
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