MSLC - ETF AI Analysis
Top Page
Morgan Stanley Pathway Large Cap Equity ETF (MSLC)
MSLC, the Morgan Stanley Pathway Large Cap Equity ETF, earns a solid overall rating largely because it is anchored by high-quality tech leaders like Microsoft, Apple, and Alphabet, which show strong financial performance, growth in AI and cloud, and generally supportive technical trends. The fund’s rating is held back somewhat by holdings such as Amazon and JPMorgan, where premium valuations, cash flow and credit-cost concerns introduce more uncertainty. The main risk factor is the ETF’s heavy concentration in large U.S. technology and AI-focused companies, which can increase volatility if that sector faces a downturn.
MSLC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 4.08B
- Region
- North America
- Expense Ratio
- 0.39%
- Beta
- 0.97
- Issuer
- Morgan Stanley
- Inception Date
- Dec 09, 2024
- Dividend Yield
- 1.94%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
MSLC Summary
The Morgan Stanley Pathway Large Cap Equity ETF (MSLC) invests mainly in large U.S. companies and does not track a specific index, but follows a broad large-cap stock theme. It holds many well-known names like Apple and Nvidia, with a big focus on technology, plus financial, industrial, and consumer companies. Someone might invest in MSLC to get diversified exposure to many leading U.S. businesses in a single fund, aiming for long-term growth with the stability of larger firms. A key risk is that it is heavily tilted toward tech stocks, so its value can rise and fall sharply with the tech sector and overall stock market.
How much will it cost me?
The Morgan Stanley Pathway Large Cap Equity ETF (MSLC) has an expense ratio of 0.43%, which means you’ll pay $4.30 per year for every $1,000 invested. This expense ratio is slightly higher than average for ETFs because it is actively managed, meaning professionals are selecting stocks rather than tracking a passive index.
What would affect this ETF?
The Morgan Stanley Pathway Large Cap Equity ETF (MSLC) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, especially with companies like Microsoft, Nvidia, and Apple leading innovation. However, rising interest rates or economic slowdowns could negatively impact consumer spending and growth-focused sectors like Consumer Cyclical and Technology, which are key components of this ETF. Additionally, regulatory changes targeting large-cap tech firms could pose risks to its top holdings.
MSLC Top 10 Holdings
MSLC leans heavily into U.S. Big Tech and AI, with Nvidia, Apple, and Microsoft setting the tone. Nvidia and Apple have been rising steadily, giving the fund a strong growth engine, while Microsoft’s longer-term gains help even though its recent moves are more mixed. Meta has surged lately, adding extra fuel on the tech side. On the flip side, Amazon and Broadcom have been lagging, acting like a small anchor on an otherwise fast-moving ship. Overall, this is a U.S.-centric, tech-heavy ETF with performance driven by a handful of mega-cap innovators.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.14% | $290.98M | $5.22T | 17.71% | 76Outperform |
 AAPL | Apple | 5.94% | $242.01M | $4.95T | 34.73% | 79Outperform |
 MSFT | Microsoft | 5.79% | $235.89M | $3.95T | 0.10% | 79Outperform |
 AMZN | Amazon | 4.12% | $167.87M | $2.83T | 14.88% | 71Outperform |
 GOOGL | Alphabet Class A | 3.21% | $130.69M | $4.14T | 28.82% | 85Outperform |
 META | Meta Platforms | 2.40% | $97.87M | $1.77T | -11.53% | 76Outperform |
 AVGO | Broadcom | 2.34% | $95.42M | $1.60T | -5.01% | 76Outperform |
 GOOG | Alphabet Class C | 1.95% | $79.62M | $4.14T | 27.02% | 82Outperform |
 JPM | JPMorgan Chase | 1.50% | $61.07M | $891.18B | 14.43% | 72Outperform |
 MU | Micron | 1.47% | $59.84M | $1.03T | 331.55% | 79Outperform |
MSLC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MSLC, the sentiment is Negative. The current price of 60.20 is below the 20-day moving average (MA) of 60.64, below the 50-day MA of 60.57, and above the 200-day MA of 57.47, indicating a neutral trend. The MACD of 0.03 indicates Positive momentum. The RSI at 45.83 is Neutral, neither overbought nor oversold. The STOCH value of 39.75 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for MSLC.
MSLC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| MSLC | $60.20 | $67.00(11.30% Upside) | $4.08B | 0.39% | 72Outperform |
 TCAF | $43.19 | $54.22(25.53% Upside) | $8.16B | 0.31% | 69Neutral |
 FELC | $43.24 | $53.59(23.94% Upside) | $8.76B | 0.18% | 74Outperform |
 DIVO | $48.00 | $53.56(11.58% Upside) | $8.09B | 0.56% | 64Neutral |
 GPIQ | $55.20 | $73.91(33.89% Upside) | $6.42B | 0.29% | 73Outperform |
 GPIX | $55.65 | $67.99(22.17% Upside) | $6.38B | 0.29% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MSLC | Morgan Stanley Pathway Large Cap Equity ETF | 60.20 | 6.13 | 11.33% | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | 43.19 | 4.68 | 12.16% | |
| FELC | Fidelity Enhanced Large Cap Core ETF | 43.24 | 5.85 | 15.66% | |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | 48.00 | 5.64 | 13.31% | |
| GPIQ | Goldman Sachs Nasdaq 100 Core Premium Income ETF | 55.20 | 7.21 | 15.03% | |
| GPIX | Goldman Sachs S&P 500 Core Premium Income ETF | 55.65 | 7.23 | 14.93% |
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.