EVTR ETF Analysis: Morgan Stanley Trust | NYSE

US Bonds | NYSE, USA | Market Cap: 6.571m USD | 12M Return: 0.1% | US61774R8410 | Charts, Fundamentals & Technical Analysis

Government Securities, Corporate Debt, Municipal Debt, Mortgage-Backed Securities
Total Rating 38
Safety 73
Buy Signal -0.11
US Bonds
Category Rotation: -2.5
TER: 0.31%
AUM: 6.57B
Avg Turnover: 47.2M
Risk 3d forecast
Volatility4.62%
VaR 5th Pctl0.84%
VaR vs Median1.04%
Reward TTM
Sharpe Ratio-0.92
Rel. Str. IBD36.2
Rel. Str. Peer Group43.8 pctl
Character TTM
Beta0.081
Beta Downside0.046
Hurst Exponent0.555
Choppyness40.4%
Drawdowns 3y
Max DD4.74%
CAGR/Max DD0.93
CAGR/Mean DD3.77

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 2.5 years of data

Jan -0.2% -
Feb +0.9% -
Mar -1.9% 37
Apr -0.4% 29
May -0.8% 30
Jun +0.3% 0
Jul -1.1% 34
Aug +0.4% 30
Sep -1.2% 0
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 fund is a fixed-income ETF that invests at least 80% of its net assets in a diversified mix of U.S. dollar-denominated investment-grade fixed-income securities. Its holdings span U.S. government, corporate, municipal, mortgage-backed, and asset-backed securities, positioning it within the Intermediate Core-Plus Bond category.

As an actively managed bond ETF, EVTR offers exposure to the U.S. investment-grade debt market, with mortgage- and asset-backed securities providing additional yield potential through structured credit products. Intermediate Core-Plus Bond funds typically maintain a dollar-weighted average maturity in the intermediate range (roughly 3–10 years) while allowing limited allocation to below-investment-grade debt, distinguishing them from stricter core bond strategies.

Headlines to Watch Out For
  • Fed rate cuts boost investment grade bond prices and yields
  • Credit spreads widen as economic slowdown pressures corporate bond valuations
  • Inflows accelerate as investors seek core-plus bond exposure amid equity volatility
What is the price of EVTR shares?

As of November 03, 2026, the stock is trading at USD 49.12 with a total of 627,946 shares traded. Over the past week, the price has changed by +0.58%, over one month by +2.46%, over three months by -0.43% and over the past year by +0.11%.

Current recommended Stop Loss: 48.80 (which is 0.7% or 1.5 ATR below the current price).

Is EVTR a buy, sell or hold?

Morgan Stanley Trust has no consensus analysts rating.