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MSLC - ETF AI Analysis
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Morgan Stanley Pathway Large Cap Equity ETF (MSLC)
Rating:72Outperform
Price Target:―
Positive Factors
Large Asset Base
The fund manages a sizable pool of assets, which can support trading liquidity and stability for investors.
Broad Sector Diversification
Holdings are spread across many sectors, so the ETF is not overly dependent on the fortunes of a single industry.
Exposure to Leading U.S. Companies
The ETF is heavily invested in well-known large U.S. firms, giving investors access to many of the market’s most established businesses.
Negative Factors
Recent Weak Performance
The ETF has shown slightly negative returns over the past month, three months, and year to date, signaling recent performance headwinds.
Underperforming Top Tech Holdings
Several of the largest technology positions, including major names like Microsoft, Apple, and Nvidia, have been weak so far this year, which has weighed on the fund.
Higher Expense Ratio for a Large-Cap ETF
The fund’s ongoing fee is on the higher side for a large-cap equity ETF, which can modestly reduce investors’ net returns over time.
MSLC vs. SPDR S&P 500 ETF (SPY)
AUM3.61B
RegionNorth America
Expense Ratio0.43%
Beta0.97
IssuerMorgan Stanley
Inception DateDec 09, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume79,775
30 Day Avg. Volume104,107
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
65.54Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1011
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
MSLC Summary
The Morgan Stanley Pathway Large Cap Equity ETF (MSLC) invests mainly in large, well-established U.S. companies and does not track a specific index, but follows a broad large-cap stock theme. It holds many familiar names such as Microsoft and Apple, along with other big technology, financial, and consumer companies. Someone might consider this ETF to seek long-term growth while spreading money across many leading businesses instead of picking individual stocks. A key risk is that it is heavily invested in large U.S. stocks, especially technology, so its value can rise and fall significantly with the overall stock market and tech sector.
How much will it cost me?The Morgan Stanley Pathway Large Cap Equity ETF (MSLC) has an expense ratio of 0.43%, which means you’ll pay $4.30 per year for every $1,000 invested. This expense ratio is slightly higher than average for ETFs because it is actively managed, meaning professionals are selecting stocks rather than tracking a passive index.
What would affect this ETF?The Morgan Stanley Pathway Large Cap Equity ETF (MSLC) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, especially with companies like Microsoft, Nvidia, and Apple leading innovation. However, rising interest rates or economic slowdowns could negatively impact consumer spending and growth-focused sectors like Consumer Cyclical and Technology, which are key components of this ETF. Additionally, regulatory changes targeting large-cap tech firms could pose risks to its top holdings.
MSLC Top 10 Holdings
MSLC is leaning heavily on U.S. mega-cap tech, with Nvidia, Microsoft, Apple, and Alphabet steering the ship. Lately, Alphabet has been one of the brighter spots, rising on AI and cloud optimism, while Amazon has been a steadier, if quieter, contributor. On the flip side, Microsoft and Apple have been losing steam, and Tesla is dragging the fund with more volatile, lagging performance. With a clear tilt toward technology and communication services and almost entirely U.S. exposure, the fund’s fortunes are tightly tied to Big Tech’s next move.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.15% | $218.63M | $4.58T | 52.40% | 76 Outperform | |
| Microsoft | 5.50% | $195.47M | $3.57T | 8.65% | 79 Outperform | |
| Amazon | 4.45% | $158.07M | $2.62T | 3.21% | 71 Outperform | |
| Apple | 4.15% | $147.35M | $3.80T | 7.90% | 79 Outperform | |
| Alphabet Class A | 3.09% | $109.74M | $4.04T | 71.20% | 85 Outperform | |
| Broadcom | 2.28% | $81.18M | $1.58T | 61.27% | 76 Outperform | |
| Meta Platforms | 2.26% | $80.29M | $1.70T | -1.15% | 76 Outperform | |
| Alphabet Class C | 1.86% | $66.24M | $4.04T | 70.54% | 82 Outperform | |
| JPMorgan Chase | 1.50% | $53.39M | $817.52B | 12.65% | 72 Outperform | |
| Tesla | 1.40% | $49.73M | $1.43T | 10.89% | 73 Outperform |
MSLC Technical Analysis
Positive
―
Price Trends
54.38
Positive
53.88
Positive
51.31
Positive
Market Momentum
0.23
Negative
58.33
Neutral
88.99
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MSLC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.08, equal to the 50-day MA of 54.38, and equal to the 200-day MA of 51.31, indicating a bullish trend. The MACD of 0.23 indicates Negative momentum. The RSI at 58.33 is Neutral, neither overbought nor oversold. The STOCH value of 88.99 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MSLC.
MSLC Peer Comparison
Comparison Results
Performance Comparison
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
55.50
6.58
13.45%
QQQI
NEOS Nasdaq 100 High Income ETF
―
―
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SPYI
NEOS S&P 500 High Income ETF
―
―
―
TCAF
T. Rowe Price Capital Appreciation Equity ETF
―
―
―
FELC
Fidelity Enhanced Large Cap Core ETF
―
―
―
DIVO
Amplify CWP Enhanced Dividend Income ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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