Calvert US Select Equity ETF
CVSE
Market cap $31.8M

69.20 USD

+0.00

0.00%

At close Dec 24, 4:00 PM EST

1 day

0.00%

5 days

2.10%

1 month

-2.81%

3 months

1.32%

6 months

7.49%

Year to date

21.06%

1 year

20.56%

5 years

34.71%

10 years

34.71%

0

Funds holding %

of 6,809 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

25% less funds holding

Funds holding: 4 [Q2] → 3 (-1) [Q3]

67% less capital invested

Capital invested by funds: $52.2M [Q2] → $17.4M (-$34.8M) [Q3]

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

106.56% less ownership

Funds ownership: 165.77% [Q2] → 59.21% (-106.56%) [Q3]

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Research analyst outlook

We haven’t received any recent analyst ratings for CVSE.

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Financial journalist opinion

Now's a Good Time to Consider Active Equity ETFs

The market rotation from large- and mega-cap growth stocks and into cyclical stocks continues in the last week of July. For investors looking to keep portfolios nimble, active equity ETFs may offer an opportunity in the latter half of the year.

Now's a Good Time to Consider Active Equity ETFs

Morgan Stanley Investment Management's Calvert ETFs Turn 1

Morgan Stanley Investment Management's lineup of ETFs has grown to over half a billion dollars in assets since their launch last year. The firm entered the ETF space one year ago with the launch of six Calvert ETFs.

Active ETFs Came of Age in 2023

The first actively managed exchange traded funds came to market in 2008. But 2023 may be remembered as the year when the asset class matured, paving the way for broader long-term adoption.

There's Potential Benefit to ESG Criticism

Few, if any, investment strategies have drawn as much criticism as environmental, social and governance investing has. But what doesn't damage ESG as an investment style could serve to make it stronger.

Progress Emerging Regarding ESG Reporting

Companies are making progress on environmental, social and governance (ESG) reporting. This is an issue that's long been a source of frustration.

Progress Emerging Regarding ESG Reporting

Some ESG ETFs Have AI Benefits

It's often said that one of the primary drivers of performance and potential out-performance delivered by large-cap environmental, social, and governance (ESG) exchange traded funds is above-average exposure to growth stocks. As such, some ESG ETFs are credible avenues for tapping into the artificial intelligence (AI) investment theme.

Some ESG ETFs Have AI Benefits

Importance of Stock Selection Highlights This ETF

It's often said that it's a stock pickers market. Arguably, that's an overused sentiment, but the current confirms stock selection remains vital.

Positive News Emerges on ESG Reporting

If there's one thing that's hindered the adoption of ESG investing strategies among registered investment advisors and other investors, it is the lack of clarity and uniformity surrounding ESG disclosures and reporting. Additionally, it's not uncommon for some to be put off by the often jargon-heavy, alphabet-soup-intensive nature of ESG reporting.

Stars Aligning for Active ETFs Growth

Once a sparsely populated afterthought within the broader ETF industry, active ETFs are flourishing. That's true both in terms of population and, more importantly, assets under management.

Despite Criticism, ESG Is Mainstream and Desired

Arguably, no investing style has been on the receiving end of as much criticism as environmental, social, and governance (ESG) investing. For its supporters and those interested in implementing its benefits in their portfolios, the good news is that while they're loud and vocal, the critics don't speak for all market participants.

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