The VanEck Morningstar Wide Moat ETF (MOAT) was launched on 04/24/2012, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity market.
The VanEck Morningstar Wide Moat ETF has underperformed, despite focusing on companies with sustainable competitive advantages, delivering negative alpha over the past few years. High turnover rate and mechanical rebalancing expose MOAT to higher trading expenses and potential front-running by sophisticated traders, eroding its NAV. MOAT's high expense ratio and inability to fully capitalize on its best-performing picks further contribute to its underwhelming performance.
Launched on 04/24/2012, the VanEck Morningstar Wide Moat ETF (MOAT) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Blend category of the market.
Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the VanEck Morningstar Wide Moat ETF (MOAT) is a passively managed exchange traded fund launched on 04/24/2012.
MOAT tracks a basket of 40-50 wide moat stocks based on Morningstar analysts' opinions on their fair values. It's a hugely popular fund with $15.67 billion in assets under management. Annual portfolio turnover rates are approximately 50%, as MOAT's two equal-weight sub-portfolios rebalance on alternating quarterly schedules. As a result, the fund's composition can change drastically each year. MOAT's performance relative to its category peers is also bumpy year-to-year. Since 2014, it's delivered bottom-quartile returns four times and top-quartile returns six times.
Launched on 04/24/2012, the VanEck Morningstar Wide Moat ETF (MOAT) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Blend category of the market.
Warren Buffett is one of the greatest and most respected investors of all time. Most investors would like to emulate Buffett's investing style in their portfolios, which is not easy, but we can certainly learn from his strategies.
Investors looking for some stocks with high-quality attributes and the potential to wear the “top notch” label would do well to embrace wide moat investing. That's the first step.
VanEck Morningstar Wide Moat ETF constructs its portfolio by including wide moat stocks with attractive valuations. The fund has lower exposure to technology stocks, and this may dampen its growth prospect. MOAT will benefit in a future lower-rate environment as it has a higher exposure to mid-cap and small-cap stocks than the S&P 500 index.
Launched on 04/24/2012, the VanEck Morningstar Wide Moat ETF (MOAT) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.
With the help of the Federal Reserve's recently unveiled interest rate cut of 50 bps, it's possible growth stocks will reenter the spotlight. Some market observers might argue they never left.
The VanEck Morningstar Wide Moat ETF (MOAT) made its debut on 04/24/2012, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Blend category of the market.