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2025
2024 Dividends Received Deduction for Corp Shareholders
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2024
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2022
Morgan Stanley Emerging Markets Fixed Income Opportunities Fund Form 8937 - 2019
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2021
Morgan Stanley Active Assets California Tax-Free Trust Form 8937
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Morgan Stanley Active Assets Tax-Free Trust Form 8937
Morgan Stanley Emerging Markets Fixed Income Opportunities Fund Form 8937 - 2018
Morgan Stanley Global Fixed Income Opportunities Fund Form 8937 (Class A)
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2025
19(a) Notice - Parametric Equity Premium Income ETF - 10 June 2025
19(a) Notice - Parametric Equity Premium Income ETF - 7 April 2025
19(a) Notice - Parametric Equity Premium Income ETF - 10 March 2025
19(a) Notice - Parametric Equity Premium Income ETF - 11 February 2025
Exempt Interest Earned by State
2024
19(a) Notice - Parametric Equity Premium Income ETF - 27 December 2024
19(a) Notice - Parametric Equity Premium Income ETF - 12 December 2024
19(a) Notice - Parametric Equity Premium Income ETF - 12 November 2024
19(a) Notice - Eaton Vance Floating-Rate ETF - Calvert Ultra-Short Investment Grade ETF - 12 November 2024
19(a) Notice - Eaton Vance Floating-Rate ETF - 7 October 2024
19(a) Notice - Parametric Equity Premium Income ETF - 7 October 2024
19(a) Notice - Parametric Equity Premium Income ETF - 5 September 2024
19(a) Notice - Parametric Equity Premium Income ETF - 5 September 2024
19(a) Notice - Parametric Equity Premium Income ETF - 6 August 2024
19(a) Notice - Eaton Vance Floating-Rate ETF - 10 July 2024
19(a) Notice - Parametric Equity Premium Income ETF - 10 July 2024
19(a) Notice - Parametric Equity Premium Income ETF - 5 June 2024
 
Forms And Applications
Morgan Stanley Direct Trad Sep Application (not for Wealth Managed or Brokerage accounts)
As Of 01/21/2025
Morgan Stanley Roth IRA (not for Wealth Managed or Brokerage accounts)
As Of 01/21/2025
MSIFT Ultra-Short Income Portfolio Account Application
As Of 03/31/2023
 
 
 
 
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Important Risks and ETF Information

Before investing prospective investors should consider carefully the investment objective(s), risks, and charges and expenses. Read the prospectus carefully before you invest or send money. To obtain an exchange-traded fund ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy here.

An ESG investment strategy limits the types and number of investment opportunities available to the strategy and, as a result, the strategy may underperform other funds that do not have an ESG focus. Companies selected for inclusion in a strategy may not exhibit positive or favorable ESG characteristics at all times and may shift into and out of favor depending on market and economic conditions.

Environmental, social, and governance (ESG) criteria are a set of standards for a company's behavior used by socially conscious investors to screen potential investments.

Environmental criteria consider how a company safeguards the environment, including corporate policies addressing climate change, for example. Social criteria examine how it manages relationships with employees, suppliers, customers, and the communities where it operates. Governance deals with a company's leadership, executive pay, and shareholder rights.

Shares are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Total Returns are calculated using the daily 4:00pm net asset value (NAV). Market price returns reflect the midpoint of the bid/ask spread as of the close of trading on the exchange where Fund shares are listed. Market price returns do not represent the returns you would receive if you traded shares at other times.

Morgan Stanley Investment Management Inc. is the adviser to the Calvert ETFs, Eaton Vance ETFs, and Parametric ETFs. Parametric Portfolio Associates LLC is the subadviser to the Parametric ETFs. Morgan Stanley Investment Management Limited is the sub-adviser to Eaton Vance High Yield ETF.

Calvert ETFs, Eaton Vance ETFs and Parametric ETFs are distributed by Foreside Fund Services, LLC.

 

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