MOAT VanEck Morningstar Wide Moat ETF
What is MOAT?
MOAT tracks a staggered, equal-weighted index of 40 US companies that Morningstar determines to have the highest fair value among firms with a sustainable competitive advantage.
MOAT Factset Analytics Insight
MOAT holds a concentrated portfolio of stocks that are attractively priced and have sustainable competitive advantages (patents, high switching costs, etc.). Morningstar's equity research team determines the fund’s selection by assigning an economic rating and a fair value estimate to the companies in the Morningstar US Market Index. Despite its safe-sounding name, MOAT makes radical departures from market-like coverage. The fund favors single-name positions and may have significant sector biases. It follows an equal-weighted index with a staggered rebalance—half the portfolio is reconstituted with equal weights every six months, and the other half follows three months later. MOAT also caps turnover and sector exposure. This results in the fund holding more than 40 names at times.
MOAT Summary Data
MOAT Portfolio Data
MOAT Index Data
MOAT Portfolio Management
MOAT Tax Exposures
MOAT Fund Structure
MOAT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of MOAT. MOAT is rated a 5 out of 5.
MOAT Tradability
MOAT Sector/Industry Breakdown
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MOAT Top 10 Holdings[View All]
MOAT Countries
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MOAT Regions
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MOAT Economic Development
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MOAT Performance Statistics
MOAT Benchmark Comparison Summary
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MOAT Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.