Get fund performance data on Morningstar Wide Moat Focus TR USD (MWMFTR) including growth, trailing returns, and quarterly and monthly returns. 24 Jan 2019 Andrew Lane: Within the Morningstar equity research department, we keep a close eye on the performance of the Wide-Moat Focus Index, Wide-Moat Stocks. Morningstar's ratings for economic moat (a term originally coined by Warren Buffett) capture how likely a company is to keep competitors at bay 25 Apr 2019 Andrew Lane: Within the Morningstar equity research department, we keep a close eye on the performance of the Wide Moat Focus Index,
VanEck Vectors Morningstar Wide Moat ETF (MOAT ®) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Morningstar ® Wide Moat Focus Index SM (MWMFTR), which is intended to track the overall performance of attractively priced companies with sustainable competitive advantages according to Morningstar's equity research team. And from a performance standpoint, wide-moat stocks tend to hold up better in market downturns: The Morningstar Wide Moat Focus Index lost less than 20% in 2008, versus a 37% tumble for the S&P 2 The Morningstar ® Wide Moat Focus Index SM was created and is maintained by Morningstar, Inc. Morningstar, Inc. does not sponsor, endorse, issue, sell, or promote the VanEck Morningstar Wide Moat Fund and bears no liability with respect to the Fund or any security. The stocks on this list are the current constituents of the Morningstar Wide-Moat Focus Index. The index is composed of the most undervalued (trading at the lowest current market price/fair value ratios), highest-quality companies in our coverage universe.
The Morningstar Wide Moat Focus Index is unique in its use of active inputs in a passive format. Read how it’s outperformed the market over time. Index performance for Morningstar Wide Moat Focus Barclays VC 7% Index ER (BXIIMWM7) including value, chart, profile & other market data. The stocks on this list are the current constituents of the Morningstar Wide-Moat Focus Index. The index is composed of the most undervalued (trading at the lowest current market price/fair value The Morningstar ® Wide Moat Focus Index SM consists of companies identified as having sustainable, competitive advantages and whose stocks are attractively priced, according to Morningstar. 3 The S&P 500 ® Index consists of 500 widely held common stocks covering the leading industries of the U.S. economy. Relatively speaking, 2018 was a good year for the Morningstar Wide Moat Focus Index. The index lost just 0.74% last year. In comparison, the broader Morningstar US Market Index shed more than 5%; It’s been a good year for high-quality stocks: The Morningstar Wide Moat Focus Index is up 32.60% for the year to date as of this writing, about 4 percentage points ahead of the S&P 500. Given that
Performance Fees: No. Average Volume: 9,055. Region: USA. Industry: Equities All. Focus: Value. Benchmark: Morningstar Wide Moat Focus Index. Dividend
ETFs Tracking The Morningstar Wide Moat Focus Index – ETF Holdings. The following table presents holdings data for all ETFs tracking the Morningstar Wide Moat Focus Index. For more detailed holdings data for an ETF click the ‘View’ link in the right column.