Fund report

US-listed

MSSM

seeks to provide long-term appreciation through passive exposure to primarily small and mid-cap US equities
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MORGAN STANLEY PATHWAY FUNDS

2,237 holdings as of 2026-05-31 · top 10 = 10.5% · TER 0.62% · P/E 23.5

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Concentration
Well diversifiedtop 10 = 10.5%
diversifiedconcentrated
GROWTH · NAV (USD)rebased to 0%
Holdings
2,237
as of 2026-05-31
Top 10
10.5%
TER
0.62%
cheaper than 30% of peers
Net assets
US$756M
Largest
1.5%
P / E
23.5
covers 75% by weight
01Overview
the fund's regulatory facts
Fund currency
USD
Volatility 1Y
17.6%
How it tracks
Index, sampling
02Valuation and performance
market price return · as of 2026-09-02
1M
-1.1%
3M
+0.2%
6M
+9.3%
YTD
+17.6%
1Y
+19.9%
Valuation2,033 companies covered · weighted, profitable holdings only
23.5
price / earnings
MethodologyCompany-data coverageThe rest is 23% loss-making companies, which carry no P/E by the positive-earner convention; 1% bonds, cash or other non-equity; 1% cannot be reliably linked to the financial and market data used in this analysis. We exclude uncertain matches rather than estimate them.
1.1%
MethodologyEarnings yieldP/E is price over earnings; earnings yield is the reverse, earnings over price, and reads like a bond yield. P/E covers only the profitable holdings, since a loss-making company has no meaningful P/E. Earnings yield counts the loss-makers too, so it covers more of the fund and can fall below zero when the holdings lose money overall.
covers 98% by weight
2.64
price / book
covers 89% by weight

Computed from company filings and reported position values. MethodologyPortfolio valuationComputed by us from each company's own financial statements and the position values funds report, currency-adjusted and weighted harmonically. P/E covers profitable holdings only. Book value uses the most recent reported quarter.. Not investment advice.

03Holdings
50 largest · as of 2026-05-31
#CompanyIdentifierWeight
1SANDISK CORPORATION USSNDK
1.5
2COMFORT SYSTEMS USA, INC. USFIX
1.3
3BLOOM ENERGY CORPORATION USBE
1.2
4Invesco Government & Agency Po USAGPXX
1.2
5FTAI Aviation Ltd KYFTAI
1.0
6CIENA CORPORATION USCIEN
0.9
7ASCENDIS PHARMA DKASND
0.9
8TechnipFMC PLC GBFTI
0.9
9Credo Technology Group Holding Ltd KYCRDO US
0.8
10Viasat Inc USVSAT
0.8
11NEXTPOWER INC. USNXT
0.8
12VEECO INSTRUMENTS INC. USVECO
0.7
13ORMAT TECHNOLOGIES, INC. USORA
0.6
14RAMBUS INC. USRMBS
0.6
15Plexus Corp USPLXS
0.6
16SEMTECH CORPORATION USSMTC
0.6
17Coherent Corp. USCOHR US
0.5
18FABRINET KYFN
0.5
19Regal Rexnord Corporation USRRX
0.5
20IONQ Inc USIONQ
0.5
21Texas Capital Bancshares Inc USTCBI
0.5
22Wintrust Financial Corp USWTFC
0.5
23OPENLANE, INC. USOPLN
0.5
24ITT INC. USITT
0.5
25RESIDEO TECHNOLOGIES, INC. USREZI
0.5
26PLANET LABS PBC USPL US
0.4
27F5, INC. USFFIV
0.4
28KBR, INC. USKBR
0.4
29GUARDANT HEALTH INC USGH
0.4
30ENVIRI CORPORATION USNVRI
0.4
31Legence Corp. USLGN
0.4
32MKS INC. USMKSI
0.4
33BorgWarner Inc USBWA
0.4
34TD SYNNEX CORPORATION USSNX
0.4
35Life Time Group Holdings Inc USLTH
0.4
36IMAX Corp CAIMAX
0.4
37RELIANCE, INC. USRS
0.4
38AerCap Holdings NV IEAER
0.4
39DYNATRACE, INC. USDT
0.4
40Sprouts Farmers Market Inc USSFM
0.4
41AVIENT CORPORATION USAVNT
0.4
42APPLIED INDUSTRIAL TECHNOLOGIES, INC. USAIT
0.4
43FIRSTCASH HOLDINGS, INC. USFCFS
0.4
44Primoris Services Corp USPRIM
0.4
45Rhythm Pharmaceuticals, Inc. USRYTM US
0.4
46MERCURY SYSTEMS, INC. USMRCY
0.4
47EAST WEST BANCORP, INC. USEWBC
0.4
48API GROUP CORPORATION USAPG
0.4
49IPG PHOTONICS CORPORATION USIPGP
0.3
50ARCOSA, INC. USACA
0.3
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04Exposure
Equity 98.8%Cash 1.2%
By sector
Industrials22.9%
Technology21.8%
Healthcare12.0%
Financial Services11.6%
Consumer Cyclical7.9%
Materials4.0%
Energy4.0%
Utilities3.8%
Real Estate3.7%
Consumer Defensive3.3%
Communication Services1.9%
By country
USUnited States88.0%
KYCayman Islands2.8%
GBUnited Kingdom1.5%
CACanada1.1%
IEIreland1.1%
BMBermuda1.0%
DKDenmark0.9%
ILIsrael0.6%
CurrencyUSD 91.7% EUR 2.2% GBP 1.9% CAD 1.1% DKK 0.9%

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