Summary
MOAT Chart
Is VanEck Morningstar Wide Moat ETF (MOAT) a Strong ETF Right Now?
Designed to provide broad exposure to the Style Box - Large Cap Blend category of the market, the VanEck Morningstar Wide Moat ETF (MOAT) is a smart beta exchange traded fund launched on 04/24/2012.
MOAT: A Great Idea, But A Flawed Execution
VanEck Morningstar Wide Moat ETF employs a value strategy, targeting companies with strong competitive advantages trading at discounts. MOAT's high portfolio turnover and sector concentration undermine its long-term value approach, resulting in higher costs and inconsistent performance versus IWB. Despite lower valuation metrics, MOAT exhibits higher volatility and inferior risk-adjusted returns compared to the broader market, with an expensive 0.47% expense ratio.
MOAT: Morningstar's Wide Moat Picks Are Rebounding Nicely, Hold For Now
MOAT currently offers exposure to 53 wide-moat stocks trading at attractive discounts relative to their estimated fair market value, as determined by a team of 100+ Morningstar analysts. MOAT's long-term results are excellent, and although the ETF has struggled over the last five years, its short-term returns are picking up, with further upside more likely than not. Still, my fundamental analysis reveals some weaknesses, including a growth and value mix that lags other equal-weight funds along with surprisingly questionable quality.
VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOAT) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has VanEck Morningstar US Sustainable Wide Moat UCITS ETF ever had a stock split?
VanEck Morningstar US Sustainable Wide Moat UCITS ETF Profile
| XMIL Exchange | US Country |
Overview
The fund is designed for investors seeking sustainable investment opportunities that connect financial returns with positive environmental or social outcomes. It allocates at least 80% of its total assets to securities within its benchmark index, which is curated based on rigorous standards set by Morningstar, Inc. This index is unique as it focuses solely on companies identified to possess sustainable competitive advantages, often referred to as "wide moat companies." Through a blend of both quantitative metrics and qualitative analysis, the fund aims to invest in firms that are not only leading in their respective sectors but are also positioned for long-term success due to their sustainable practices and strong market positioning.
Products and Services
- Sustainable Investment Fund
This product targets investors looking to integrate sustainability principles into their investment portfolios. The fund invests predominantly in securities selected from the benchmark index, consisting of wide moat companies as determined by Morningstar, Inc. These companies are believed to have sustainable competitive advantages, blending factors such as environmental responsibility, social impact, and governance (ESG) practices alongside strong financial performance potential. The objective is to offer investors not just financial returns, but also a sense of contributing positively towards global challenges through their investments.
Contact Information
