Morgan Stanley ETF Trust Calvert US Select Equity ETFMorgan Stanley ETF Trust Calvert US Select Equity ETFMorgan Stanley ETF Trust Calvert US Select Equity ETF

Morgan Stanley ETF Trust Calvert US Select Equity ETF

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Key stats

Assets under management (AUM)
‪28.40 M‬USD
Fund flows (1Y)
‪1.55 M‬USD
Dividend yield (indicated)
1.19%
Discount/Premium to NAV
0.2%

About Morgan Stanley ETF Trust Calvert US Select Equity ETF

Issuer
Morgan Stanley
Brand
Calvert
Expense ratio
0.29%
Inception date
Jan 30, 2023
Index tracked
No Underlying Index
Management style
Active
CVSE provides select exposure to the large-cap segment of the US equity market while promoting responsible investing. It invests in leading companies engaged in economic activities relating to several environmental and social factors that are financially material to the company. The fund targets companies performing in the top 20-40% of their peer group through a qualitative and quantitative selection process based on the advisers proprietary research. It selects and weights firms with lower carbon risk by considering their weighted average carbon intensity in efforts of maintaining an overall portfolio carbon footprint that is substantially lower than that of its benchmark index, the Russell 1000. The fund also prioritizes companies exhibiting better diversity as measured by weighted average number of women at the board level. Because of its active management, final selection of securities is at full discretion of the adviser.

Classification

Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Electronic Technology
Finance
Health Technology
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy