(CVSB) Morgan Stanley Trust - - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US61774R6018 • Ultrashort Bond
CVSB: Fixed, Variable, Floating-Rate, Securities
The Morgan Stanley ETF Trust - Calvert Ultra Short Investment Grade ETF (NYSE ARCA: CVSB) is designed to provide exposure to short-term, high-quality fixed-income securities. The fund primarily invests in investment-grade, short-duration instruments, including commercial paper, certificates of deposit, and floating-rate notes. By maintaining an active management approach, the fund seeks to capitalize on market opportunities while minimizing exposure to interest rate volatility. Its flexible strategy allows for dynamic adjustments in response to changing market conditions, unlike passively managed funds that mimic a benchmark.
From a technical standpoint, CVSB has shown stability with a 20-day average volume of 26,594 shares. Its last price of $50.72 is slightly below the SMA 20 of $50.75 but above the SMA 50 of $50.61. The SMA 200 stands at $49.81, indicating a gradual upward trend over the longer term. The Average True Range (ATR) of 0.11 reflects low volatility, suggesting minimal price fluctuations. With assets under management (AUM) of $206.98 million, the fund maintains a moderate size, balancing liquidity with focused investment capacity.
3-Month Forecast: Based on the current technical and fundamental data: - Price Movement: The fund is expected to remain stable, with potential slight appreciation due to its position above the SMA 200 and moderate volume activity. - Volatility: Low ATR suggests continued minimal price fluctuations, maintaining its conservative risk profile. - Yield and Performance: The actively managed strategy may lead to incremental returns through optimized security selection, though overall performance will remain aligned with the ultrashort bond categorys low-yield environment.Additional Sources for CVSB ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
CVSB ETF Overview
| Market Cap in USD | 203m |
| Category | Ultrashort Bond |
| TER | 0.24% |
| IPO / Inception | 2023-01-30 |
CVSB ETF Ratings
| Growth 5y | 57.5% |
| Fundamental | - |
| Dividend | 46.7% |
| Rel. Strength Industry | 7.17 |
| Analysts | - |
| Fair Price Momentum | 50.68 USD |
| Fair Price DCF | - |
CVSB Dividends
| Dividend Yield 12m | 4.71% |
| Yield on Cost 5y | 5.26% |
| Annual Growth 5y | 2.28% |
| Payout Consistency | 100.0% |
CVSB Growth Ratios
| Growth Correlation 3m | 98.3% |
| Growth Correlation 12m | 99.9% |
| Growth Correlation 5y | 100% |
| CAGR 5y | 5.98% |
| CAGR/Max DD 5y | 9.54 |
| Sharpe Ratio 12m | 0.74 |
| Alpha | 1.46 |
| Beta | 0.01 |
| Volatility | 1.69% |
| Current Volume | 49.4k |
| Average Volume 20d | 14.8k |
As of March 13, 2025, the stock is trading at USD 50.76 with a total of 49,395 shares traded.
Over the past week, the price has changed by +0.07%, over one month by +0.64%, over three months by +1.19% and over the past year by +5.71%.
Partly, yes. Based on ValueRay Analyses, Morgan Stanley Trust - (NYSE ARCA:CVSB) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 57.52 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of CVSB as of March 2025 is 50.68. This means that CVSB is currently overvalued and has a potential downside of -0.16%.
Morgan Stanley Trust - has no consensus analysts rating.
According to ValueRays Forecast Model, CVSB Morgan Stanley Trust - will be worth about 54.7 in March 2026. The stock is currently trading at 50.76. This means that the stock has a potential upside of +7.84%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 54.7 | 7.8% |