CDEI
+4.37 · +5.59%
$82.59 · NYSE ARCA

Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity Equity and Inclusion Index ETF (CDEI) ETF Analysis | Large Blend

Calvert ETFs · USA
AUM:$16.4M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 11.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.14% — among the lowest available for this category.

What is CDEI?

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies that operate their businesses in a manner consistent with the calvert principles for Responsible Investment and are selected from the universe of the 1,000 largest publicly traded U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
CDEI returned 11.9% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.14% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 47.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$16.4M
Expense Ratio0.14%
Dividend Yield1.05%
Holdings49
Inception DateJan 2023
Domicile–
Distribution–
Index–
ProviderCalvert ETFs
Beta0.96
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would CDEI affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+15.9%
1Y
+23.0%
3Y
+71.7%
5Y
+95.0%
OpenBook InsightIf you had invested £10,000 in CDEI 5 years ago, it would have grown to £19,503 — a gain of £9,503.

Annual Returns

Calendar year performance

CDEI delivered positive returns in 4 of the last 4 calendar years.
YearCDEI
2026 YTD+14.9%
2025+16.8%
2024+19.5%
2023+22.8%
CAGR 3yr+19.7%
4/4 positive yearsAvg return: +18.5%Worst year: +14.9% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
15.0%
Low
Momentum
+4.7%
30-day change
Support Level
92.54
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.