Key stats
About Morgan Stanley ETF Trust Calvert US Large-Cap Core Responsible Index ETF
Expense ratio
0.15%
Home page
Inception date
Jan 30, 2023
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
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Electronic Technology
Technology Services
Finance
Stocks100.72%
Electronic Technology19.40%
Technology Services18.29%
Finance15.47%
Health Technology8.69%
Retail Trade8.35%
Producer Manufacturing5.69%
Consumer Non-Durables3.90%
Commercial Services3.09%
Consumer Services3.01%
Consumer Durables2.83%
Health Services1.99%
Process Industries1.94%
Utilities1.86%
Transportation1.56%
Non-Energy Minerals1.08%
Communications1.00%
Industrial Services0.99%
Distribution Services0.67%
Energy Minerals0.19%
Bonds, Cash & Other−0.72%
Cash−0.72%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history