EVTR ETF Analysis: Morgan Stanley Trust | NYSE

Intermediate Core-Plus Bond | NYSE, USA | Market Cap: 5.641m USD | 12M Return: 3.8% | Charts, Fundamentals & Technical Analysis

Government Securities, Corporate Bonds, Municipal Bonds, Mortgage-Backed Securities
Total Rating 49
Safety 72
Buy Signal -0.39
Intermediate Core-Plus Bond
Category Rotation: -2.9
TER: 0.32%
AUM: 5.64B
Avg Turnover: 21.4M
Risk 3d forecast
Volatility4.49%
VaR 5th Pctl0.82%
VaR vs Median1.55%
Reward TTM
Sharpe Ratio-0.17
Rel. Str. IBD29.4
Rel. Str. Peer Group50
Character TTM
Beta0.064
Beta Downside0.019
Hurst Exponent0.523
Drawdowns 3y
Max DD4.08%
CAGR/Max DD1.25
CAGR/Mean DD5.17

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 2.3 years of data

Jan -0.2% -
Feb +0.9% -
Mar -1.9% 37
Apr -0.4% 29
May -0.8% 30
Jun +0.4% 29
Jul -0.6% -
Aug +0.7% -
Sep +0.5% -
Oct -0.1% -
Nov +0.1% -
Dec -0.7% -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: EVTR Morgan Stanley Trust

The EVTR ETF is an intermediate core-plus bond fund managed by Morgan Stanley, requiring at least 80% of its net assets to be invested in fixed-income securities under normal market conditions. Its portfolio is diversified across U.S. dollar-denominated investment-grade bonds, spanning U.S. government, corporate, municipal, mortgage-backed, and asset-backed securities.

As an actively managed ETF, EVTR provides intraday liquidity and trades on an exchange, combining features of mutual funds and stocks. The core-plus classification indicates a strategy anchored in investment-grade bonds while allowing modest allocation to higher-yielding sectors such as below-investment-grade debt or non-U.S. issuers, which can enhance returns relative to a pure core bond portfolio.

Headlines to Watch Out For
  • Fed rate cuts lower yields and lift intermediate bond prices
  • Investment grade credit spreads tighten boosting corporate bond holdings
  • Treasury yield curve shifts reshape duration risk in core-plus portfolio
What is the price of EVTR shares?

As of July 28, 2026, the stock is trading at USD 50.20 with a total of 867,152 shares traded. Over the past week, the price has changed by -0.36%, over one month by -1.47%, over three months by -0.74% and over the past year by +3.80%.

Current recommended Stop Loss: 49.90 (which is 0.6% or 1.7 ATR below the current price).

Is EVTR a buy, sell or hold?

Morgan Stanley Trust has no consensus analysts rating.