EVLN 📈 Morgan Stanley Trust - Overview

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • • Bank Loan

EVLN: Floating-Rate Loans, Bonds, Collateralized Loan Obligations

Under normal circumstances, the fund invests at least 80% of its net assets in floating-rate credit investments. Floating-rate credit investments may include, without limitation, senior floating rate loans of domestic and foreign borrowers, debt tranches of collateralized loan obligations, secured and unsecured floating-rate bonds, as well as secured and unsecured subordinated loans, second lien loans, subordinated bridge loans and mezzanine investments.

Additional Sources for EVLN ETF

EVLN ETF Overview

Market Cap in USD 1,150m
Category Bank Loan
TER 0.60%
IPO / Inception 2024-02-06

EVLN ETF Ratings

Growth 5y 56.2%
Fundamental -
Dividend 26.6%
Rel. Strength Industry 375
Analysts -
Fair Price Momentum 50.62 USD
Fair Price DCF -

EVLN Dividends

Dividend Yield 12m 5.74%
Yield on Cost 5y 6.15%
Annual Growth 5y -1.15%
Payout Consistency 100.0%

EVLN Growth Ratios

Growth Correlation 3m 99%
Growth Correlation 12m 99.7%
Growth Correlation 5y 99.7%
CAGR 5y 7.01%
CAGR/Mean DD 5y 149.69
Sharpe Ratio 12m 1.42
Alpha 1.30
Beta 0.06
Volatility 3.03%
Current Volume 5.5k
Average Volume 20d 81.2k
What is the price of EVLN stocks?
As of December 22, 2024, the stock is trading at USD 50.56 with a total of 5,500 shares traded.
Over the past week, the price has changed by -0.20%, over one month by +0.63%, over three months by +2.60% and over the past year by +7.01%.
Is Morgan Stanley Trust a good stock to buy?
Partly, yes. Based on ValueRay Analyses, Morgan Stanley Trust (NYSE ARCA:EVLN) is currently (December 2024) ok to buy, but has to be watched. It has a Growth Technical Rating of 56.23 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EVLN as of December 2024 is 50.62. This means that EVLN is currently overvalued and has a potential downside of 0.12%.
Is EVLN a buy, sell or hold?
Morgan Stanley Trust has no consensus analysts rating.
What are the forecast for EVLN stock price target?
According to ValueRays Forecast Model, EVLN Morgan Stanley Trust will be worth about 54.7 in December 2025. The stock is currently trading at 50.56. This means that the stock has a potential upside of +8.11%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 54.7 8.1%