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)
‪13.70 M‬USD
Fund flows (1Y)
‪−18.81 M‬USD
Dividend yield (indicated)
1.11%
Discount/Premium to NAV
−0.09%
Shares outstanding
‪190.00 K‬
Expense ratio
0.29%

About Morgan Stanley ETF Trust Calvert US Select Equity ETF


Brand
Calvert
Inception date
Jan 30, 2023
Structure
Open-Ended Fund
Index tracked
No Underlying Index
Replication method
Physical
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Morgan Stanley Investment Management, Inc.
Distributor
Foreside Fund Services LLC
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.

Broaden your horizons with more funds linked to CVSE via country, focus, and more.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Active
Geography
U.S.
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Electronic Technology
Finance
Stock breakdown by region
95%4%
Top 10 holdings
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
Displays a symbol's price movements over previous years to identify recurring trends.

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
CVSE trades at 71.47 USD today, its price has fallen −0.87% in the past 24 hours. Track more dynamics on CVSE price chart.
CVSE net asset value is 71.53 today — it's risen 3.73% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
CVSE assets under management is ‪13.70 M‬ USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
CVSE price has risen by 2.90% over the last month, and its yearly performance shows a 9.97% increase. See more dynamics on CVSE price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 3.73% over the last month, showed a 25.99% increase in three-month performance and has increased by 11.59% in a year.
CVSE fund flows account for ‪−18.81 M‬ USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
CVSE invests in stocks. See more details in our Analysis section.
CVSE expense ratio is 0.29%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, CVSE isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, CVSE technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating CVSE shows the buy signal. See more of CVSE technicals for a more comprehensive analysis.
Yes, CVSE pays dividends to its holders with the dividend yield of 1.11%.
CVSE trades at a premium (0.09%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
CVSE shares are issued by Morgan Stanley
CVSE follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jan 30, 2023.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.