Key stats
About Morgan Stanley ETF Trust Calvert US Large-Cap Core Responsible Index ETF
Home page
Inception date
Jan 30, 2023
Structure
Open-Ended Fund
Replication method
Physical
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Morgan Stanley Investment Management, Inc.
Distributor
Foreside Fund Services LLC
CVLC seeks positive global change and long-term value creation by tracking a market cap-weighted index comprised of large-cap companies in the US. The index is composed of common stocks of the 1000 largest US companies based on market capitalization. In constructing the portfolio, the fund selects companies using the Calvert Principles, the proprietary research evaluates companies' activities using the following ESG metrics: environmental sustainability and resource efficiency, equitable societies and respect for human rights, and accountable governance and transparency. Companies are also evaluated based on their capability to provide positive leadership in their areas of operation, resulting in the improvement of shareholder value and societal outcomes. The fund excludes REITs and business development companies. The index reconstitutes annually and rebalances quarterly.
Classification
What's in the fund
Exposure type
Electronic Technology
Technology Services
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.