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MSLCMorgan Stanley Pathway Large Cap Equity ETF

Grow my money34y track recordRanked #391 of 3,055 in this goal

Seeks capital appreciation.

By Morgan Stanley · Launched 1991

Annual Cost

0.39%

#1,988 of 6,040 · low cost

Fund Size

$4.1B

#516 of 6,040 · large

Return (1Y)

+13.4%

Track Record

34 years

#5 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,355+13.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Index tracked

Russell 1000 Index

Holdings

By weight

Concentration

Top 10 holdings = 32.0% of funddiversified

NVIDIA CORP
6.0%
MICROSOFT CORP
4.9%
APPLE INC
4.4%
AMAZON.COM INC
4.0%
ALPHABET INC-CL A
3.0%
META PLATFORMS INC-CLASS A
2.6%
BROADCOM INC
2.3%
ALPHABET INC-CL C
1.9%
JPMORGAN CHASE & CO
1.5%
TESLA INC
1.3%

Asset allocation

Stocks
99.2%
Cash
0.8%

By sector

Technology
34.9%
Financial Services
14.5%
Industrials
9.8%
Communication
9.8%
Consumer Cyclical
9.2%
Healthcare
9.0%
Energy
3.6%
Consumer Defensive
3.5%
Other
5.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.6%Moderate

Year-on-year price swings

Max drawdown
-17.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation.
Strategy
Invests primarily in equity securities of large capitalization companies, defined as those typically within the range of the Russell 1000 Index. Employs a multi-manager strategy, allocating portions to professional money managers and may invest up to 10% in foreign issuers not traded on U.S. exchanges.
Inception date
November 18, 1991
Fund family
Morgan Stanley

Next steps

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Data updated on 2026-09-18