(EVHY) Morgan Stanley Trust - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • • High Yield Bond
EVHY: High, Yield, Bond, Securities, Investments
The Morgan Stanley ETF Trust (NYSE ARCA: EVHY) is a high-yield bond exchange-traded fund (ETF) that primarily invests in high-yield securities, with at least 80% of its net assets allocated to such instruments under normal market conditions. The fund may also invest up to 15% of its net assets in investment-grade securities, which provides diversification and reduces overall portfolio risk. This strategy allows the fund to capitalize on the higher yields offered by non-investment-grade bonds while maintaining a portion of its portfolio in more stable, higher-quality debt instruments.
As of the latest data, the fund has an average trading volume of 1009 shares over the past 20 days, with a last price of $52.44. Its short-term technical indicators show a SMA20 of $52.66 and a SMA50 of $52.35, while the SMA200 stands at $51.44, indicating a moderate upward trend over the longer term. The Average True Range (ATR) of 0.14 reflects relatively low volatility. With assets under management (AUM) of $21.20 million, EVHY is a smaller ETF in its category, which may appeal to investors seeking targeted exposure to the high-yield bond market.
Additional Sources for EVHY ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
EVHY ETF Overview
Market Cap in USD | 21m |
Category | High Yield Bond |
TER | 0.48% |
IPO / Inception | 2023-10-16 |
EVHY ETF Ratings
Growth 5y | 53.3% |
Fundamental | - |
Dividend | 55.1% |
Rel. Strength Industry | 6.38 |
Analysts | - |
Fair Price Momentum | 51.11 USD |
Fair Price DCF | - |
EVHY Dividends
Dividend Yield 12m | 7.12% |
Yield on Cost 5y | 8.30% |
Annual Growth 5y | 129.38% |
Payout Consistency | 66.7% |
EVHY Growth Ratios
Growth Correlation 3m | 82.8% |
Growth Correlation 12m | 95.6% |
Growth Correlation 5y | 97.5% |
CAGR 5y | 12.23% |
CAGR/Max DD 5y | 5.81 |
Sharpe Ratio 12m | 1.52 |
Alpha | 2.03 |
Beta | 0.19 |
Volatility | 3.50% |
Current Volume | 0.8k |
Average Volume 20d | 1.1k |
As of March 15, 2025, the stock is trading at USD 52.44 with a total of 753 shares traded.
Over the past week, the price has changed by -0.54%, over one month by -0.39%, over three months by +0.60% and over the past year by +7.46%.
Partly, yes. Based on ValueRay Analyses, Morgan Stanley Trust (NYSE ARCA:EVHY) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 53.31 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EVHY as of March 2025 is 51.11. This means that EVHY is currently overvalued and has a potential downside of -2.54%.
Morgan Stanley Trust has no consensus analysts rating.
According to ValueRays Forecast Model, EVHY Morgan Stanley Trust will be worth about 55.5 in March 2026. The stock is currently trading at 52.44. This means that the stock has a potential upside of +5.87%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 55.5 | 5.9% |