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CVLC
+4.57 · +5.68%
$85.04 · NYSE ARCA

Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF (CVLC) ETF Analysis | Large Blend

Calvert ETFs · USA
AUM:$720.6M
#– 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 13.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is CVLC?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
CVLC returned 13.3% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 34.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$720.6M
Expense Ratio0.15%
Dividend Yield1.01%
Holdings50
Inception DateJan 2023
Domicile–
Distribution–
Index–
ProviderCalvert ETFs
Beta1.06
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.8%
1Y
+21.1%
3Y
+77.2%
5Y
+96.7%
OpenBook InsightIf you had invested £10,000 in CVLC 5 years ago, it would have grown to £19,671 — a gain of £9,671.

Annual Returns

Calendar year performance

CVLC delivered positive returns in 4 of the last 4 calendar years.
YearCVLC
2026 YTD+14.1%
2025+16.4%
2024+25.1%
2023+19.0%
CAGR 3yr+20.1%
4/4 positive yearsAvg return: +18.6%Worst year: +14.1% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
12.7%
Low
Momentum
+3.6%
30-day change
Support Level
95.30
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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