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MSLC - ETF AI Analysis
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Morgan Stanley Pathway Large Cap Equity ETF (MSLC)
Rating:73Outperform
Price Target:
$61.00
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)
AUM3.41B
RegionNorth America
Expense Ratio0.43%
Beta0.96
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. Volume78,942
30 Day Avg. Volume80,571
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
65.10Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1017
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 leans heavily into technology, with giants like Microsoft and Nvidia driving performance thanks to their strong growth in AI and cloud services. Apple and Alphabet are also steady contributors, buoyed by innovation and expansion strategies. However, Amazon and Meta have been lagging recently, with mixed results and challenges in key business segments. While the fund’s focus on U.S. large-cap stocks provides stability, its tech-heavy concentration means performance is closely tied to the sector’s ups and downs, making it a bet on innovation and resilience in the digital economy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 6.44% | $221.45M | $3.77T | 18.84% | 82 Outperform | |
| Nvidia | 6.43% | $221.14M | $4.53T | 23.36% | 76 Outperform | |
| Amazon | 4.64% | $159.73M | $2.49T | 8.77% | 76 Outperform | |
| Apple | 4.58% | $157.66M | $3.95T | 17.15% | 80 Outperform | |
| Alphabet Class A | 2.61% | $89.95M | $3.44T | 59.60% | 80 Outperform | |
| Broadcom | 2.47% | $84.98M | $1.62T | 108.58% | 76 Outperform | |
| Meta Platforms | 2.29% | $78.76M | $1.52T | 5.69% | 71 Outperform | |
| JPMorgan Chase | 1.57% | $54.08M | $817.69B | 24.35% | 72 Outperform | |
| Alphabet Class C | 1.56% | $53.83M | $3.44T | 58.68% | 86 Outperform | |
| Tesla | 1.36% | $46.82M | $1.36T | 15.97% | 73 Outperform |
MSLC Technical Analysis
Neutral
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Price Trends
54.58
Negative
53.44
Positive
50.49
Positive
Market Momentum
-0.11
Positive
40.23
Neutral
16.01
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MSLC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 54.99, equal to the 50-day MA of 54.58, and equal to the 200-day MA of 50.49, indicating a neutral trend. The MACD of -0.11 indicates Positive momentum. The RSI at 40.23 is Neutral, neither overbought nor oversold. The STOCH value of 16.01 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for MSLC.
MSLC Peer Comparison
Comparison Results
Performance Comparison
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
53.81
4.31
8.71%
DUHP
Dimensional US High Profitability ETF
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QQQI
NEOS Nasdaq 100 High Income ETF
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TCAF
T. Rowe Price Capital Appreciation Equity ETF
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SPYI
NEOS S&P 500 High Income ETF
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FELC
Fidelity Enhanced Large Cap Core 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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