VanEck Morningstar Wide Moat Fund (MOAT)
Summary
MOAT: Software Stocks Powering Recent Gains For This $12.5 Billion Wide Moat ETF
VanEck Morningstar Wide Moat ETF delivered strong recent outperformance, gaining 10.23% versus peers since my last review, driven by deeply discounted valuations and overweighted software stocks. MOAT trades at a rare 23% discount to its 5-year average P/E, in part justifying its unique selection process and higher expense ratio. The ETF's heavy allocation to undervalued software stocks and defensive sectors contributed to recent gains but historically lags EQWL and JQUA in long-term total and risk-adjusted returns.
Is VanEck Morningstar Wide Moat ETF (MOAT) a Strong ETF Right Now?
Launched on 04/24/2012, the VanEck Morningstar Wide Moat ETF (MOAT) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Blend category of the market.
Should VanEck Morningstar Wide Moat ETF (MOAT) Be on Your Investing Radar?
The VanEck Morningstar Wide Moat ETF (MOAT) was launched on April 24, 2012, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity market.
VanEck Morningstar Wide Moat Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 44,333 | $4.02M | $4.93M | $911,033.06 | 22.66% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 10,790 | $986,672 | $1.17M | $179,511.22 | 18.19% |
 Curtis Ellergodt Rothschild Investment LLC | 667 | $60,196.81 | $74,170.4 | $13,973.59 | 23.21% |
 Tom McDonald Richards, MERRILL & PETERSON Inc. | 200 | $19,822 | $21,616 | $1,794 | 9.05% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.13M | $117.49M | $126.88M | $9.39M | 7.99% |
VanEck Morningstar Wide Moat Fund (MOAT) FAQ
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VanEck Morningstar Wide Moat Fund Profile
| BATS 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.
