Morgan Stanley’s New Innovator ETF Aims to Limit Losses to 10% Per Year

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Morgan Stanley Stock Fair Value – The firm provides a full range of services to institutional and individual investors, including investment banking, sales and trading, research, and asset management. On Wednesday, Morgan Stanley ($NYSE:MS) relaunched its presence in the global exchange-traded fund marketplace with the debut of the Innovator Equity Managed Floor ETF . This new fund has an expense ratio of 0.89%, comprises 256 holdings, and is designed to give investors equity upside participation with actively managed floors that look to limit losses to 10% per year.

The fund’s portfolio managers, Steven Sachs and Michael Cuggino, will seek to achieve the fund’s investment objective by investing in a diversified mix of U.S. and foreign large- and mid-capitalization equity securities. The fund will also utilize a proprietary risk management system that includes downside protection floors to help limit losses during periods of market decline. With its focus on limiting losses and delivering equity upside participation, the Innovator Equity Managed Floor ETF provides investors with a unique investment solution that has the potential to outperform traditional index-based ETFs over the long term.

Price History

Morgan Stanley‘s new Innovator ETF aims to limit losses to 10% per year. This is a positive development for the company, as it shows that they are committed to protecting their investors’ capital. However, the stock market has been largely negative on the company so far this year, and on Wednesday, Morgan Stanley’s stock opened at $84.9 and closed at $83.4, down by 2.1% from its previous closing price of $85.3.

VI Analysis – Morgan Stanley Stock Fair Value

The company’s strong fundamentals reflect its long-term potential, and its stock is currently trading at a fair price that is slightly overvalued by 3%.

VI Peers

Morgan Stanley is an American multinational investment bank and financial services company headquartered in New York City. The company’s name is derived from its original Wall Street address, which was 65 Broadway until the building was destroyed in the September 11 attacks. Goldman Sachs Group Inc, JPMorgan Chase & Co, Bank of America Corp are its competitors.

– Goldman Sachs Group Inc ($NYSE:GS)

Goldman Sachs Group Inc. is an American multinational investment bank and financial services company headquartered in New York City. It offers services in investment banking, asset management, and securities services. As of 2020, it had the fifth-highest market capitalization of any company in the United States at $81.6 billion. Goldman Sachs has a return on equity of 9.0% as of 2022. The company has been involved in several controversies in recent years, including the 1MDB scandal.

– JPMorgan Chase & Co ($NYSE:JPM)

JPMorgan Chase & Co is an investment bank and financial services company headquartered in New York City. The company has a market capitalization of $373.1 billion as of 2022. JPMorgan Chase & Co offers a variety of services including investment banking, asset management, treasury and securities services, and commercial banking. The company has a diversified client base including corporations, governments, and individuals.

– Bank of America Corp ($NYSE:BAC)

Bank of America Corporation (abbreviated as BofA) is an American multinational banking and financial services holding company headquartered in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. It is the second largest bank holding company in the United States by assets. As of 2020, Bank of America was ranked 26th on the Fortune 500 rankings of the largest United States corporations by total revenue. The company serves clients in more than 150 countries. It is a member of the World Bank Group’s International Finance Corporation (IFC), the United Nations’ Global Compact, and Dow Jones Sustainability Index (DJSI) World and Europe.

Bank of America’s market cap is $287.93B as of 2022.

Summary

MORGAN STANLEY is a leading financial institution with a long history of success. They offer a wide range of investment products and services, including equity and fixed income securities, investment banking, and asset management. Their products and services are backed by a team of experienced professionals.

Investors can access MORGAN STANLEY through a variety of channels, including online, mobile, and traditional brick-and-mortar brokerages. MORGAN STANLEY is a solid choice for investors looking for a reputable financial institution with a strong track record of performance.