(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.
Additional Sources for CVLC ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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%.
Morgan Stanley Trust - has no consensus analysts rating.
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% |