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EVSM
Upturn stock ratingUpturn stock rating

Morgan Stanley ETF Trust (EVSM)

Upturn stock ratingUpturn stock rating
$49.94
Delayed price
Profit since last BUY-0.22%
upturn advisory
SELL
SELL since 4 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • 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

01/21/2025: EVSM (1-star) is a SELL. SELL since 4 days. Profits (-0.22%). Updated daily EoD!

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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Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type ETF
Historic Profit 0.96%
Avg. Invested days 53
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
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 01/21/2025

Key Highlights

Volume (30-day avg) 48993
Beta -
52 Weeks Range 48.33 - 50.40
Updated Date 01/21/2025
52 Weeks Range 48.33 - 50.40
Updated Date 01/21/2025

AI Summary

ETF Morgan Stanley ETF Trust Overview

Profile: ETF Morgan Stanley ETF Trust is a diversified family of exchange-traded funds (ETFs) offering exposure to various asset classes, including equities, fixed income, commodities, and alternative investments. The specific focus and investment strategy vary depending on the individual ETF within the trust.

Objective: The primary investment goal of each ETF within the Morgan Stanley ETF Trust is to provide investors with efficient and cost-effective access to a specific asset class or market segment, while seeking to track the performance of its chosen benchmark index.

Issuer: Morgan Stanley Investment Management is the issuer of the ETF Morgan Stanley ETF Trust.

  • Reputation and Reliability: Morgan Stanley is a global financial services firm with a long-standing reputation for excellence and reliability. The firm has a strong track record of managing and issuing investment products.
  • Management: The ETF Trust is managed by a team of experienced investment professionals with expertise in various asset classes and market segments.

Market Share: The market share of ETF Morgan Stanley ETF Trust varies depending on the individual ETF within the trust. However, as a whole, Morgan Stanley is a significant player in the ETF market.

Total Net Assets: The total net assets under management for the ETF Morgan Stanley ETF Trust are not readily available. This information can be found on the specific ETF pages on the Morgan Stanley website.

Moat: ETF Morgan Stanley ETF Trust's competitive advantages include:

  • Experienced Management: The ETFs are managed by a team of experienced investment professionals with a proven track record.
  • Diversified Product Offering: The Trust offers a wide range of ETFs across various asset classes, providing investors with diversification options.
  • Low Expense Ratios: Many of the ETFs within the Trust have low expense ratios compared to similar offerings from competitors.

Financial Performance: The historical financial performance of each ETF within the Morgan Stanley ETF Trust varies depending on the specific ETF and its benchmark index. It is recommended to research the individual ETF's performance data for a comprehensive understanding of its track record.

Growth Trajectory: The growth trajectory of the ETF Morgan Stanley ETF Trust is positive, reflecting the increasing demand for passively managed investment products.

Liquidity: The average trading volume and bid-ask spread for each ETF within the Morgan Stanley ETF Trust will vary depending on the specific ETF. This information can be found on the individual ETF pages on the Morgan Stanley website.

Market Dynamics: Factors affecting the market environment for the ETF Morgan Stanley ETF Trust include economic indicators, sector growth prospects, and current market conditions.

Competitors: Key competitors of the ETF Morgan Stanley ETF Trust include iShares, Vanguard, and BlackRock.

Expense Ratio: The expense ratio for each ETF within the Morgan Stanley ETF Trust varies depending on the specific ETF. This information can be found on the individual ETF pages on the Morgan Stanley website.

Investment Approach and Strategy: The investment approach and strategy for each ETF within the Morgan Stanley ETF Trust vary depending on the specific ETF. Some ETFs aim to track a specific index, while others may have a more actively managed approach. The composition of the ETF's holdings will also vary depending on the specific ETF.

Key Points:

  • Diversified family of ETFs offering exposure to various asset classes
  • Low expense ratios
  • Experienced management team
  • Strong track record of performance

Risks:

  • Market risk: The value of the ETF's holdings can fluctuate based on market conditions.
  • Volatility: ETFs can be more volatile than traditional mutual funds.
  • Tracking error: The ETF's performance may not perfectly track its benchmark index.

Who Should Consider Investing: Investors seeking diversified exposure to various asset classes with low costs and experienced management may consider investing in the ETF Morgan Stanley ETF Trust.

Fundamental Rating Based on AI: 8/10

The ETF Morgan Stanley ETF Trust receives a high AI-based rating due to its strong financial performance, experienced management team, and diversified product offering. The Trust also benefits from the reputation and reliability of its issuer, Morgan Stanley.

Resources and Disclaimers:

  • Morgan Stanley ETF Trust Website: https://www.morganstanley.com/im/en-us/etfs
  • Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial professional before making any investment decisions.

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 the amount of any borrowings for investment purposes) in municipal securities, the interest on which is exempt from regular federal income tax.

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