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Morgan Stanley ETF Trust (EVIM)



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Upturn Advisory Summary
04/01/2025: EVIM (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -1.04% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
Morgan Stanley ETF Trust
ETF Overview
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.
Reputation and Reliability
Assuming Morgan Stanley as the issuer: Morgan Stanley is a well-established financial institution with a strong reputation.
Management Expertise
Morgan Stanley has extensive experience in asset management and a team of professionals managing ETFs.
Investment Objective
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
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.
Similar Companies
DIA

SPDR Dow Jones Industrial Average ETF Trust


DIA

SPDR Dow Jones Industrial Average ETF Trust
IVV

iShares Core S&P 500 ETF


IVV

iShares Core S&P 500 ETF
QQQ

Invesco QQQ Trust


QQQ

Invesco QQQ Trust
SPY

SPDR S&P 500 ETF Trust


SPY

SPDR S&P 500 ETF Trust
VTI

Vanguard Total Stock Market Index Fund ETF Shares


VTI

Vanguard Total Stock Market Index Fund ETF Shares
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.
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, 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.