MOTEVanEck Morningstar ESG Moat ETF
MOTE Fund Description
MOTE tracks an equal-weighted index of US stocks perceived to have high fair value, sustainable competitive advantage, positive momentum, and excellent ESG ratings.
MOTE Factset Analytics Insight
MOTE is a passively managed fund that tracks an index that provides exposure to US stocks of any market size that are deemed as wide moat companies (attractively priced stocks that have sustainable competitive advantages) with low ESG risk. The fund first selects wide moat companies using quantitative and qualitative factors. Companies with severe or high ESG Risk Scores, as well as those involved in products viewed as controversial, are screened out. Eligible securities are then ranked by momentum to only include the top 80%. Each sector is capped at 10%. The index is equally weighted, divided into two equal sub-portfolios, that follows a staggered rebalance. Half of the portfolio is rebalanced in June and the other in December.
MOTE Summary Data
MOTE Portfolio Data
MOTE Index Data
MOTE Portfolio Management
MOTE Tax Exposures
MOTE Fund Structure
MOTE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of MOTE. MOTE is rated a N/A out of 5.
MOTE Performance Statistics
MOTE Benchmark Comparison Summary
MOTE Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.