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MSSM - ETF AI Analysis
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Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM)
Rating:63Neutral
Price Target:
$52.00
Positive Factors
Strong Top Holdings
Several top holdings, such as Bloom Energy and ViaSat, have delivered strong year-to-date performance, boosting the ETF's returns.
Sector Diversification
The ETF is spread across multiple sectors, including Industrials, Technology, and Health Care, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The ETF has shown solid year-to-date growth, indicating strong overall momentum in its portfolio.
Negative Factors
High Geographic Concentration
With over 96% exposure to U.S. companies, the ETF lacks significant global diversification.
Moderate Expense Ratio
The expense ratio of 0.57% is higher than some low-cost ETFs, which could slightly reduce investor returns over time.
Underweight Defensive Sectors
The ETF has minimal exposure to defensive sectors like Consumer Defensive and Utilities, which could make it more sensitive to market downturns.
MSSM vs. SPDR S&P 500 ETF (SPY)
AUM640.74M
RegionNorth America
Expense Ratio0.57%
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. Volume17,306
30 Day Avg. Volume21,582
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
61.61Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2266
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
MSSM Summary
The Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) focuses on small and mid-sized companies, offering investors a chance to benefit from the growth potential of businesses that are often overlooked in larger market indices. This ETF includes companies like Comfort Systems and Ascendis Pharma, which are leaders in their respective industries. MSSM is ideal for investors seeking diversification and exposure to innovative, high-growth businesses across sectors like technology, healthcare, and industrials. However, new investors should be aware that small and mid-cap stocks can be more volatile than larger companies, meaning their prices can rise and fall more dramatically.
How much will it cost me?The Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) has an expense ratio of 0.57%, which means you’ll pay $5.70 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on small to mid-sized companies that require more research and oversight compared to passively managed ETFs.
What would affect this ETF?The MSSM ETF, with its focus on small to mid-cap U.S. companies, could benefit from economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates, which can increase borrowing costs for smaller companies, and economic slowdowns that disproportionately impact less established businesses. Regulatory changes or sector-specific disruptions could also influence the performance of its top holdings.
MSSM Top 10 Holdings
The Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) is leaning heavily into industrials and technology, with names like Comfort Systems and Rambus driving the fund’s recent momentum. Comfort Systems is rising on strong earnings and growth, while Rambus benefits from its strategic positioning in AI. However, laggards like ViaSat and Bloom Energy are holding back performance, weighed down by profitability challenges and bearish technical signals. With its U.S.-focused portfolio and a tilt toward innovation-heavy sectors, MSSM offers a dynamic but uneven ride for investors seeking growth beyond the large-cap universe.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ascendis Pharma | 1.22% | $7.97M | $12.86B | 62.15% | 46 Neutral | |
| Comfort Systems | 1.03% | $6.75M | $31.54B | 82.07% | 75 Outperform | |
| TechnipFMC | 0.86% | $5.60M | $17.86B | 43.17% | 80 Outperform | |
| ViaSat | 0.76% | $4.97M | $4.11B | 222.53% | 49 Neutral | |
| FTAI Aviation | 0.73% | $4.78M | $16.15B | -9.34% | 58 Neutral | |
| Rambus | 0.64% | $4.19M | $9.49B | 57.52% | 78 Outperform | |
| Ciena | 0.64% | $4.18M | $25.14B | 154.18% | 70 Outperform | |
| Ormat Techno | 0.62% | $4.06M | $6.60B | 34.44% | 71 Outperform | |
| Aercap Holdings | 0.59% | $3.83M | $23.25B | 34.32% | 77 Outperform | |
| Bloom Energy | 0.59% | $3.83M | $21.28B | 249.34% | 63 Neutral |
MSSM Technical Analysis
Positive
―
Price Trends
50.88
Negative
49.72
Positive
46.98
Positive
Market Momentum
-0.45
Positive
44.24
Neutral
18.06
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MSSM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 50.71, equal to the 50-day MA of 50.88, and equal to the 200-day MA of 46.98, indicating a neutral trend. The MACD of -0.45 indicates Positive momentum. The RSI at 44.24 is Neutral, neither overbought nor oversold. The STOCH value of 18.06 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MSSM.
MSSM Peer Comparison
Comparison Results
Performance Comparison
MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
49.73
0.37
0.75%
CGMM
Capital Group U.S. Small and Mid Cap ETF
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RSMC
Rockefeller U.S. Small-Mid Cap ETF
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SDVD
FT Cboe Vest SMID Rising Dividend Achievers Target Income ETF
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NBSM
Neuberger Berman Small-Mid Cap ETF
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SMIZ
Zacks Small/Mid Cap 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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