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MSLC - ETF AI Analysis
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Morgan Stanley Pathway Large Cap Equity ETF (MSLC)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Nvidia and Broadcom, have delivered strong year-to-date performance, driving overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Financials, and Health Care, reducing reliance on any single industry.
Healthy Performance
The ETF has shown steady gains across year-to-date, three-month, and one-month periods, indicating consistent growth.
Negative Factors
High Geographic Concentration
With over 98% exposure to U.S. companies, the ETF lacks meaningful diversification across global markets.
Expense Ratio
The ETF's expense ratio of 0.43% is higher than some low-cost alternatives, potentially reducing net returns for investors.
Overweight in Technology
Technology accounts for over 30% of the portfolio, making the ETF vulnerable to downturns in this sector.
MSLC vs. SPDR S&P 500 ETF (SPY)
AUM3.50B
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. Volume76,160
30 Day Avg. Volume83,440
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
63.47Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1010
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
MSLC Summary
The Morgan Stanley Pathway Large Cap Equity ETF (MSLC) is an investment fund that focuses on large-cap companies, which are typically well-established and financially strong. It includes major players like Microsoft and Nvidia, giving investors exposure to technology and other sectors. This ETF is designed for those seeking growth and stability, as large-cap companies often have proven business models and significant market influence. However, since it heavily invests in tech stocks, its performance can be affected by changes in the technology sector or broader market trends.
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
The Morgan Stanley Pathway Large Cap Equity ETF (MSLC) leans heavily on the technology sector, with nearly a third of its portfolio in tech giants like Nvidia and Microsoft. Nvidia has been a standout performer year-to-date, thanks to its leadership in AI and data center growth, though recent momentum has cooled. Microsoft, on the other hand, has faced some headwinds, with its stock showing mixed performance in recent months. Alphabet (both Class A and C shares) has been a bright spot, riding strong AI and cloud growth, while Meta Platforms has struggled with bearish momentum and rising costs. With its U.S.-focused, tech-heavy portfolio, MSLC’s performance is closely tied to the fortunes of these industry leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.21% | $217.56M | $4.49T | 31.92% | 76 Outperform | |
| Microsoft | 6.13% | $214.80M | $3.66T | 6.58% | 79 Outperform | |
| Apple | 4.61% | $161.72M | $4.10T | 13.10% | 79 Outperform | |
| Amazon | 4.43% | $155.11M | $2.44T | 0.66% | 71 Outperform | |
| Alphabet Class A | 2.92% | $102.50M | $3.83T | 63.87% | 85 Outperform | |
| Broadcom | 2.81% | $98.33M | $1.92T | 125.42% | 76 Outperform | |
| Meta Platforms | 2.47% | $86.56M | $1.66T | 2.76% | 76 Outperform | |
| Alphabet Class C | 1.75% | $61.44M | $3.83T | 63.18% | 82 Outperform | |
| JPMorgan Chase | 1.61% | $56.40M | $818.07B | 27.34% | 72 Outperform | |
| Tesla | 1.46% | $51.18M | $1.48T | 6.28% | 73 Outperform |
MSLC Technical Analysis
Positive
―
Price Trends
53.65
Positive
52.79
Positive
49.78
Positive
Market Momentum
0.25
Negative
59.46
Neutral
-20.61
Positive
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 53.64, equal to the 50-day MA of 53.65, and equal to the 200-day MA of 49.78, indicating a bullish trend. The MACD of 0.25 indicates Negative momentum. The RSI at 59.46 is Neutral, neither overbought nor oversold. The STOCH value of -20.61 is Positive, 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
54.57
5.72
11.71%
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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―
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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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