(CVLC) Morgan Stanley Trust - - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US61774R2058 • Large Blend

CVLC: Stocks, Large-Cap, US, Equities

The Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF (NYSE ARCA: CVLC) is designed to align with the Calvert Principles for Responsible Investment, focusing on large-cap companies that demonstrate ESG (Environmental, Social, and Governance) leadership. Under normal market conditions, the fund allocates at least 80% of its net assets to securities included in its underlying index, which screens companies based on their commitment to sustainable and ethical business practices. This approach integrates financial performance with societal impact, appealing to investors who prioritize both returns and responsible investing.

As a large-blend ETF, CVLC targets companies with market capitalizations typically associated with the S&P 500, offering exposure to the performance of U.S. large-cap equities. The funds strategy emphasizes transparency and accountability, ensuring that its portfolio reflects companies that meet rigorous ESG criteria while maintaining broad market exposure.

3-Month Forecast:

Based on the SMA trends, CVLC is expected to face headwinds in the near term, as the SMA 20 (75.24) and SMA 50 (74.84) are above the current price (72.96), indicating potential resistance. However, the SMA 200 (70.96) suggests longer-term support. With an ATR of 0.79, volatility is expected to remain moderate, providing a range-bound trading environment.

The funds AUM of $452.44M reflects stable investor interest in ESG-focused strategies. As ESG adoption grows, CVLC is well-positioned to benefit from increasing demand for responsible investment products. However, market sentiment and broader economic conditions will remain key drivers of performance.

Additional Sources for CVLC ETF

CVLC ETF Overview

Market Cap in USD 419m
Category Large Blend
TER 0.15%
IPO / Inception 2023-01-30

CVLC ETF Ratings

Growth 5y 59.8%
Fundamental -
Dividend 49.1%
Rel. Strength -1.55
Analysts -
Fair Price Momentum 64.59 USD
Fair Price DCF -

CVLC Dividends

Dividend Yield 12m 0.85%
Yield on Cost 5y 1.17%
Annual Growth 5y 17.59%
Payout Consistency 100.0%

CVLC Growth Ratios

Growth Correlation 3m -56.4%
Growth Correlation 12m 83.8%
Growth Correlation 5y 96.5%
CAGR 5y 15.52%
CAGR/Max DD 5y 1.37
Sharpe Ratio 12m 0.89
Alpha 1.50
Beta 0.000
Volatility 17.60%
Current Volume 7.2k
Average Volume 20d 10.6k
What is the price of CVLC stocks?
As of April 01, 2025, the stock is trading at USD 68.62 with a total of 7,200 shares traded.
Over the past week, the price has changed by -3.46%, over one month by -5.71%, over three months by -6.76% and over the past year by +6.10%.
Is Morgan Stanley Trust - a good stock to buy?
Partly, yes. Based on ValueRay Analyses, Morgan Stanley Trust - (NYSE ARCA:CVLC) is currently (April 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 59.76 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of CVLC as of April 2025 is 64.59. This means that CVLC is currently overvalued and has a potential downside of -5.87%.
Is CVLC a buy, sell or hold?
Morgan Stanley Trust - has no consensus analysts rating.
What are the forecast for CVLC stock price target?
According to ValueRays Forecast Model, CVLC Morgan Stanley Trust - will be worth about 69.8 in April 2026. The stock is currently trading at 68.62. This means that the stock has a potential upside of +1.66%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 69.8 1.7%