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MSSM
+3.37 · +6.78%
$53.15 · NYSE ARCA

Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) ETF Analysis | Small Blend

Morgan Stanley · USA
AUM:$733.3M
#– of – in Small 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 22.3% over the past year, reflecting strong price momentum.

What is MSSM?

The fund will invest, under normal market conditions, at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in the equity securities of small-mid capitalization (or "cap") companies or in other investments with similar economic characteristics. The manager defines small-mid cap companies as companies with market caps not exceeding the highest month-end market cap value of any stock in the Russell 2500® or Russell Mid Cap Index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
MSSM delivered 22.3% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 8.9% of the ETF — exposure spread across many positions.
Income Component
Current yield of 0.59% — modest income alongside capital growth potential.
ETF Information
AUM$733.3M
Expense Ratio0.00%
Dividend Yield0.59%
Holdings47
Inception DateNov 1991
Domicile–
Distribution–
Index–
ProviderMorgan Stanley
Beta1.18
CategorySmall 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
+9.7%
1Y
+22.9%
3Y
+24.1%
5Y
+24.1%
OpenBook InsightIf you had invested £10,000 in MSSM 5 years ago, it would have grown to £12,415 — a gain of £2,415.

Annual Returns

Calendar year performance

MSSM delivered positive returns in 2 of the last 3 calendar years.
YearMSSM
2026 YTD+16.8%
2025+11.3%
2024-5.8%
CAGR 2yr+2.4%
2/3 positive yearsAvg return: +7.4%Worst year: -5.8% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
14.3%
Low
Momentum
+0.9%
30-day change
Support Level
59.92
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • 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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