EVLN ETF Analysis: Morgan Stanley Trust | NYSE

Bank Loan | NYSE, USA | Market Cap: 1.410m USD | 12M Return: 4.6% | Charts, Fundamentals & Technical Analysis

Senior Loans, CLO Tranches, Floating Bonds, Mezzanine Notes
Total Rating 48
Safety 77
Buy Signal -0.59
Bank Loan
Category Rotation: +1.5
TER: 0.60%
AUM: 1.41B
Avg Turnover: 3.65M
Risk 3d forecast
Volatility1.55%
VaR 5th Pctl0.27%
VaR vs Median-4.12%
Reward TTM
Sharpe Ratio0.15
Rel. Str. IBD31.4
Rel. Str. Peer Group64.3
Character TTM
Beta0.080
Beta Downside0.058
Hurst Exponent0.473
Drawdowns 3y
Max DD2.78%
CAGR/Max DD2.22
CAGR/Mean DD29.73

Warnings

Fakeout

Tailwinds

No distinct edge detected

Seasonality

Not enough history
Description: EVLN Morgan Stanley Trust

The fund is a bank loan ETF that invests at least 80% of its net assets in floating-rate credit investments. These include senior floating-rate loans to domestic and foreign borrowers, debt tranches of collateralized loan obligations, floating-rate bonds, and a range of subordinated and mezzanine debt such as second lien and bridge loans. Bank loan ETFs typically invest in senior secured debt issued by below investment-grade corporate borrowers, with interest rates that periodically reset to a short-term benchmark, allowing the funds income to adjust as interest rates change. The fund launched in February 2024 and is listed on the NYSE under the ticker EVLN.

Headlines to Watch Out For
  • Fed rate pause lifts floating-rate loan yields
  • Rising leveraged loan defaults pressure NAV
  • CLO issuance rebound boosts bank loan demand
  • AUM growth attracts inflows from fixed income investors
What is the price of EVLN shares?

As of August 19, 2026, the stock is trading at USD 48.83 with a total of 1,738,913 shares traded. Over the past week, the price has changed by +0.04%, over one month by +0.67%, over three months by +1.39% and over the past year by +4.61%.

Current recommended Stop Loss: 48.70 (which is 0.3% or 1.3 ATR below the current price).

Is EVLN a buy, sell or hold?

Morgan Stanley Trust has no consensus analysts rating.