Designed to provide broad exposure to the Foreign Large Value ETF category of the market, the VanEck Morningstar International Moat ETF (MOTI) is a smart beta exchange traded fund launched on 07/13/2015.
The VanEck Morningstar International Moat ETF (MOTI) was launched on 07/13/2015, and is a smart beta exchange traded fund designed to offer broad exposure to the Foreign Large Value ETF category of the market.
With 2024 drawing to a close, it's fair to say this has been another year of disappointment by broad-based international equity indexes. As of Monday, the widely followed MSCI EAFE Index was up just 4.35% year-to-date.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 17 | $529.38 | $587.43 | $58.05 | 10.97% |
Jeff Ameen Spire Wealth Management | 118 | $3,772.46 | $4,016.9 | $244.44 | 6.48% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 8,276 | $251,306.24 | $285,604.76 | $34,298.52 | 13.65% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 31,685 | $1M | $1.1M | $94,651.61 | 9.45% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 8,000 | $277,360 | $276,640 | -$720 | -0.26% |
| BATS Exchange | US Country |
The fund is designed for investors seeking to invest in companies with sustainable competitive advantages as identified by Morningstar, Inc. It commits at least 80% of its total assets to securities within its benchmark index, which is comprised of wide and narrow moat companies. These are entities that Morningstar's proprietary methodology, which takes into account both quantitative and qualitative factors, deems to possess enduring competitive edges. This strategy aims to ensure long-term investment in high-quality companies with the potential for consistent performance.
- The core service of this fund involves investing in securities that are part of its benchmark index, focusing on companies granted a “moat” rating by Morningstar. This ensures that investments are directed towards companies believed to have a sustainable competitive advantage.
- This unique investment strategy centers around allocating funds to companies categorized as having wide or narrow moats. A wide moat company is considered to have a significant and sustainable competitive advantage, whereas a narrow moat company is viewed as having a smaller, albeit still valuable, competitive edge over its rivals. This methodology is aimed at identifying firms that are well-positioned for long-term success.