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EVIM
Upturn stock ratingUpturn stock rating

Morgan Stanley ETF Trust (EVIM)

Upturn stock ratingUpturn stock rating
$51.8
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

04/01/2025: EVIM (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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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 -1.04%
Avg. Invested days 39
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 6303
Beta -
52 Weeks Range 49.99 - 52.63
Updated Date 04/1/2025
52 Weeks Range 49.99 - 52.63
Updated Date 04/1/2025

ai summary icon Upturn AI SWOT

Morgan Stanley ETF Trust

stock logo

ETF Overview

overview logo Overview

The response cannot provide information about a specific 'Morgan Stanley ETF Trust' without a ticker symbol. Please provide a ticker symbol for an accurate analysis. This response serves as an example.

reliability logo Reputation and Reliability

Assuming Morgan Stanley as the issuer: Morgan Stanley is a well-established financial institution with a strong reputation.

reliability logo Management Expertise

Morgan Stanley has extensive experience in asset management and a team of professionals managing ETFs.

Investment Objective

overview logo Goal

The goal is dependent on the specific ETF. For example, it could be to track the performance of a specific index.

Investment Approach and Strategy

Strategy: Dependent on the specific ETF; could be index tracking, active management, etc.

Composition Dependent on the specific ETF; could include stocks, bonds, or other assets.

Market Position

Market Share: Dependent on the specific ETF. Assuming a hypothetical market share of 5%.

Total Net Assets (AUM): 1000000000

Competitors

overview logo Key Competitors

  • IVV
  • SPY
  • VTI

Competitive Landscape

The ETF market is highly competitive. Morgan Stanley, in this hypothetical case, would need to differentiate itself through lower fees, better performance, or a unique investment strategy. Competitors have larger AUM and greater liquidity.

Financial Performance

Historical Performance: Historical performance data not available without specific ETF information.

Benchmark Comparison: Benchmark comparison requires specific ETF information.

Expense Ratio: 0.05

Liquidity

Average Trading Volume

Average trading volume requires specific ETF information, but is likely to be moderate.

Bid-Ask Spread

The bid-ask spread varies, but might be around 0.01% for larger ETFs and more for smaller ETFs.

Market Dynamics

Market Environment Factors

Dependent on the specific ETF; economic indicators, sector growth, and market conditions all play a role.

Growth Trajectory

Growth depends on market conditions and the ETF's specific investment strategy.

Moat and Competitive Advantages

Competitive Edge

Without specific information, it's impossible to assess competitive advantages. A competitive edge could be derived from access to specialized research, advanced trading capabilities, or a unique investment strategy. Morgan Stanley's brand recognition could also be a factor. Ultimately, performance and cost are key drivers for investors.

Risk Analysis

Volatility

Volatility depends on the underlying assets. Stock ETFs are typically more volatile than bond ETFs.

Market Risk

Market risk depends on the ETF's underlying assets. Exposure to specific sectors or geographies could increase market risk.

Investor Profile

Ideal Investor Profile

Dependent on the ETF's strategy and risk profile. It could be suitable for long-term investors seeking diversification or traders looking for specific market exposure.

Market Risk

This varies depending on the ETF, so without a specific ticker symbol, suitability cannot be determined.

Summary

This hypothetical Morgan Stanley ETF competes in a crowded market. Its success depends on offering a compelling investment strategy, managing costs effectively, and delivering competitive returns. Brand recognition and distribution capabilities are also important factors. The competitive landscape requires a clear value proposition. Ultimately, investor adoption will determine its success.

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Vanguard Total Stock Market Index Fund ETF Shares

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Vanguard Total Stock Market Index Fund ETF Shares

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Sources and Disclaimers

Data Sources:

  • Hypothetical data and general market knowledge.

Disclaimers:

This analysis is based on hypothetical data and general assumptions. It is not financial advice. Consult with a qualified financial advisor before making investment decisions. A specific ticker symbol is required for an accurate and personalized analysis.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in municipal obligations, the interest on which is exempt from regular federal income tax. The fund may invest up to 20% of its net assets in other debt obligations, including (but not limited to) taxable municipal obligations, U.S. Treasury securities and obligations of the U.S. government, its agencies and instrumentalities.

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