Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF (CVLC)

Overview

The Calvert US Large-Cap Core Responsible Index ETF (CSCR) seeks to track the investment results of the Calvert US Large-Cap Core Responsible Index, which measures the performance of large-capitalization U.S. companies that meet certain environmental, social, and governance (ESG) criteria.

Reputation and Reliability

Morgan Stanley Investment Management is a well-established asset manager with a strong reputation and a long track record of managing various investment products.

Management Expertise

Morgan Stanley's investment professionals bring extensive experience in portfolio management and ESG integration.

Goal

To track the investment results of the Calvert US Large-Cap Core Responsible Index.

Investment Approach and Strategy

Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Calvert US Large-Cap Core Responsible Index.

Composition The ETF primarily holds large-cap U.S. stocks that meet the index's ESG criteria. The composition mirrors the index weighting of eligible securities.

Market Share: CSCR's market share within the ESG large-cap ETF category is relatively small but growing.

Total Net Assets (AUM): 145949254.22

Key Competitors

• IVV
• SPY
• ESGU
• VUSA
• SUSL

Competitive Landscape

The ESG ETF market is becoming increasingly competitive, with many established players and new entrants. CSCR's competitive advantage lies in its specific ESG methodology and brand recognition of Calvert. However, larger competitors offer more liquidity and lower expense ratios.

Historical Performance: Historical performance data should be gathered from financial data providers, reflecting total return data over 1, 3, 5, and 10-year periods to be inserted here as an array.

Benchmark Comparison: Comparing CSCR's performance to the Calvert US Large-Cap Core Responsible Index will demonstrate how effectively the ETF tracks its benchmark.

Expense Ratio: 0.15

Average Trading Volume

CSCR's average trading volume is moderate, which may affect order execution, particularly for larger trades.

Bid-Ask Spread

CSCR's bid-ask spread is generally reasonable, but it can widen during periods of market volatility.

Market Environment Factors

Demand for ESG investments, market sentiment towards large-cap stocks, and overall economic conditions influence CSCR's performance.

Growth Trajectory

CSCR's growth depends on increasing investor interest in responsible investing and its ability to attract assets relative to its competitors. There may be changes to holdings based on the index methodology.

Competitive Edge

CSCR benefits from the established Calvert brand, known for its commitment to responsible investing. The ETFu2019s methodology focuses on ESG factors, potentially attracting investors seeking socially responsible investments. Its focus on large-cap companies provides stability and diversification. However, this also means higher competition. Furthermore, CSCR's specific ESG methodology can be both an advantage and a disadvantage.

Volatility

CSCR's volatility is expected to be similar to that of the broad large-cap market, with fluctuations aligning to market trends.

Market Risk

CSCR is subject to market risk, meaning its value can decline due to overall market downturns or sector-specific weakness within the large-cap universe.

Ideal Investor Profile

The ideal investor for CSCR is one seeking socially responsible investment options within the large-cap equity space, aligning financial goals with ESG values.

Market Risk

CSCR is most suitable for long-term investors seeking passive exposure to ESG-focused large-cap equities.

The Calvert US Large-Cap Core Responsible Index ETF offers investors exposure to large-cap U.S. equities that meet specific ESG criteria. While it benefits from the established Calvert brand, CSCR operates in a competitive landscape with larger funds offering lower expense ratios. Its performance is tied to the performance of the Calvert US Large-Cap Core Responsible Index. Investors should consider CSCR as a complement to a diversified portfolio, aligned with their ESG preferences and risk tolerance. Further growth will depend on the increasing adoption of ESG strategies.

• ESGU
• SUSL
• VSGX
• CRBN
• DSI
• KLDW

Data Sources:

• Morningstar
• ETF.com
• Company Fact Sheet
• YCharts

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions. Market data is subject to change.