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MBWVX

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Analysis and statistics

  • Open
    9.7719$
  • Previous Close
    9.7719$
  • 52 Week Change
    --
  • Day Range
    0.00$
  • 52 Week High/Low
    --
  • Dividend Per Share
    --
  • Market cap
    --$
  • EPS
    --
  • Beta
    --
  • Volume
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About

MBWVX.US represents the Morgan Stanley Institutional Fund of Active ETF Solutions, formerly known as Parametric Hedged Equity Fund. It's an actively managed exchange-traded fund (ETF) that seeks to provide long-term capital appreciation while managing downside risk. The fund employs a strategy that combines equity market exposure with a hedging component, typically involving options, to potentially limit losses during market downturns. This approach aims to deliver smoother returns compared to a purely equity-focused investment.
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Factors

Management Expertise: The fund manager's skills in selecting investments and managing risk directly impact returns.

Bond Market Conditions: Interest rate changes, inflation expectations, and economic growth affect bond valuations.

Credit Risk: The creditworthiness of bond issuers influences the fund's yield and potential losses.

Expense Ratio: Higher fees reduce returns, impacting the fund's net asset value.

Fund Size: A large asset base can affect liquidity and investment flexibility.

Investor Demand: Increased demand can drive up prices, while outflows can depress them.

Economic Indicators: Factors such as GDP growth, unemployment, and consumer confidence influence the bond market.

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