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Upturn AI SWOT - About
Morgan Stanley ETF Trust (EVHY)
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Upturn Advisory Summary
04/01/2025: EVHY (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
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 4.26% | Avg. Invested days 58 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1593 | Beta - | 52 Weeks Range 48.06 - 52.63 | Updated Date 04/1/2025 |
52 Weeks Range 48.06 - 52.63 | Updated Date 04/1/2025 |
Upturn AI SWOT
Morgan Stanley ETF Trust
ETF Overview
Overview
This response is a template and does not contain actual data about Morgan Stanley ETF Trust. The JSON provides the structure requested in the prompt.
Reputation and Reliability
Hypothetical example: The issuer is a well-established firm with a proven track record in the ETF market.
Management Expertise
Hypothetical example: The management team has extensive experience in the relevant asset class.
Investment Objective
Goal
Hypothetical example: To provide investment results that, before fees and expenses, correspond generally to the price and yield performance of a specific index.
Investment Approach and Strategy
Strategy: Hypothetical example: The ETF seeks to track the performance of a specified market index.
Composition Hypothetical example: The ETF primarily holds stocks representative of the underlying index.
Market Position
Market Share: Hypothetical example: The ETF holds a significant market share within its target sector.
Total Net Assets (AUM): 1000000000
Competitors
Key Competitors
- IVV
- SPY
- VTI
Competitive Landscape
Hypothetical example: The ETF market is highly competitive with several established players. Morgan Stanley ETF Trust faces competition from larger ETFs with lower expense ratios, but differentiates itself through specialized investment strategies. The advantages of Morgan Stanley ETF Trust are its strong brand, which attracts investor confidence and specialized investment strategies. Its disadvantages are that its management fees may be higher than those of its competitors.
Financial Performance
Historical Performance: Hypothetical example: [10.5, 12.2, 8.9, 15.1, 9.7]
Benchmark Comparison: Hypothetical example: [10.0, 12.0, 8.5, 15.0, 9.5]
Expense Ratio: 0.05
Liquidity
Average Trading Volume
Hypothetical example: The ETF exhibits moderate liquidity with an average daily trading volume of 500,000 shares.
Bid-Ask Spread
Hypothetical example: The bid-ask spread is generally tight, averaging $0.01 per share, indicating efficient trading.
Market Dynamics
Market Environment Factors
Hypothetical example: The ETF's performance is influenced by overall market sentiment, economic growth, and sector-specific trends.
Growth Trajectory
Hypothetical example: ETF's growth has been steady, driven by increasing investor interest in the sector and consistent returns.
Moat and Competitive Advantages
Competitive Edge
Hypothetical example: Morgan Stanley ETF Trust has advantages through its strong brand reputation, which builds trust among investors. Another advantage of the ETF is its specialized investment strategies that address niche markets. The firm also leverages its extensive research capabilities to select promising investment opportunities. The expertise and insights of the management team also differentiate Morgan Stanley ETF Trust from its competitors. These advantages position Morgan Stanley ETF Trust favorably in the competitive ETF market.
Risk Analysis
Volatility
Hypothetical example: The ETF's historical volatility is moderate, reflecting the diversification of its holdings.
Market Risk
Hypothetical example: The ETF is subject to market risk, including fluctuations in stock prices and economic downturns.
Investor Profile
Ideal Investor Profile
Hypothetical example: The ideal investor is one seeking diversified exposure to a particular sector with a moderate risk tolerance.
Market Risk
Hypothetical example: This ETF is suitable for long-term investors and passive index followers.
Summary
Hypothetical example: The Morgan Stanley ETF Trust offers investors a convenient way to gain exposure to a specific market segment through a well-diversified portfolio. This ETF is a suitable option for long-term investors seeking to match the performance of a benchmark index. It offers diversification and liquidity, making it a convenient tool for building a diversified investment portfolio. However, investors should carefully consider the ETFu2019s expense ratio and potential risks before investing.
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Sources and Disclaimers
Data Sources:
- Hypothetical Example
- Placeholder Data
Disclaimers:
Hypothetical example: This information is for illustrative purposes only and does not constitute financial advice. Investors should conduct their own research before making 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
Exchange NYSE ARCA | 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 any borrowings for investment purposes) will be invested in high yield securities. The fund may invest up to 15% of its net assets in securities that are rated investment grade.
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