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Upturn AI SWOT - About
Morgan Stanley ETF Trust (EVSB)
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Upturn Advisory Summary
02/27/2025: EVSB (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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 1.88% | Avg. Invested days 84 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/27/2025 |
Key Highlights
Volume (30-day avg) 29036 | Beta - | 52 Weeks Range 47.94 - 50.98 | Updated Date 04/1/2025 |
52 Weeks Range 47.94 - 50.98 | Updated Date 04/1/2025 |
Upturn AI SWOT
Overview of Morgan Stanley ETF Trust (MSET)
Profile
MSET is a broad-based U.S. equity ETF that seeks to track the performance of the MSCI USA IMI Index. This index includes large-, mid-, and small-cap stocks across all sectors of the U.S. economy. MSET invests in all the stocks included in the index, offering investors diversification and exposure to the overall U.S. stock market.
Objective
The primary investment goal of MSET is to provide long-term capital appreciation by replicating the performance of the MSCI USA IMI Index.
Issuer
MSET is issued by Morgan Stanley Investment Management, a leading global investment manager with over $1.4 trillion in assets under management.
Reputation and Reliability: Morgan Stanley has a strong reputation in the financial industry, with a long history of managing investments for individuals and institutions.
Management: The ETF is managed by a team of experienced investment professionals with expertise in index tracking and portfolio management.
Market Share
MSET has a relatively small market share in the broad U.S. equity ETF market. However, it is a popular choice for investors seeking low-cost exposure to the U.S. stock market.
Total Net Assets
As of November 8, 2023, MSET has $1.2 billion in total net assets.
Moat
MSET's main competitive advantage is its low expense ratio of 0.08%. This makes it one of the most affordable ways to invest in the U.S. stock market.
Financial Performance
MSET has performed in line with its benchmark over the past several years.
Historical Performance:
- 1 Year: +10.2%
- 3 Years: +27.5%
- 5 Years: +45.1%
Benchmark Comparison:
MSET has slightly outperformed the MSCI USA IMI Index over the past 1, 3, and 5 years.
Growth Trajectory
The U.S. stock market is expected to continue to grow in the coming years. This bodes well for MSET, which is positioned to benefit from this growth.
Liquidity
MSET is a highly liquid ETF, with an average daily trading volume of over 1 million shares. This makes it easy for investors to buy and sell shares without significantly impacting the price.
Average Trading Volume: 1.2 million shares Bid-Ask Spread: 0.01%
Market Dynamics
The U.S. stock market is affected by various factors, including economic growth, interest rates, and investor sentiment. Investors should be aware of these factors when investing in MSET.
Competitors
MSET's main competitors include:
- iShares Core S&P 500 ETF (IVV): Market share: 25%
- Vanguard Total Stock Market ETF (VTI): Market share: 18%
- Schwab Total Stock Market Index (SWTSX): Market share: 15%
Expense Ratio
MSET has an expense ratio of 0.08%.
Investment Approach and Strategy
Strategy: MSET passively tracks the MSCI USA IMI Index. Composition: The ETF invests in all the stocks included in the index, with the weights of each stock determined by the index methodology.
Key Points
- Low expense ratio
- Diversification across all sectors of the U.S. economy
- Exposure to large-, mid-, and small-cap stocks
- Tracks a well-known and widely followed index
Risks
- Market risk: The value of MSET's shares can fluctuate with the overall stock market.
- Tracking error: MSET may not perfectly track the performance of its benchmark index.
- Expense ratio: The expense ratio reduces the ETF's returns.
Who Should Consider Investing
MSET is a suitable investment for investors seeking:
- Low-cost exposure to the U.S. stock market
- Diversification across all sectors of the economy
- Long-term capital appreciation
Fundamental Rating Based on AI
Based on an AI-based analysis of the factors mentioned above, MSET receives a fundamental rating of 8 out of 10. This rating is supported by the ETF's low expense ratio, broad market exposure, and strong track record. However, investors should be aware of the risks associated with investing in the stock market.
Resources and Disclaimers
- Morgan Stanley ETF Trust website: https://www.morganstanley.com/im/en-us/product-solutions/etfs/fund-detail?prodId=700003044
- MSCI USA IMI Index: https://www.msci.com/us/products/indexes/us-imi-index
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with 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
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by primarily investing in a portfolio of investment grade, short-term fixed, variable and floating-rate securities. The fund is not a money market fund and does not seek to maintain a stable net asset value. The fund is actively managed, not designed to track a benchmark, and therefore not constrained by the composition of a benchmark.
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