VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | MOAT

Medium RiskEquity
Index : AMEX
Issued by: Vaneck
Unit Price (NAV) :
$
Minimum investment: 2 units
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VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | MOAT

About MOAT ETF

The VanEck Vectors Morningstar Wide Moat ETF (MOAT) tracks the performance of undervalued companies with moats or significant competitive advantages over its competitors.

Overview:
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 IndexSM (MWMFTR), which is intended to track the overall performance of attractively priced companies with sustainable competitive advantages according to Morningstar's equity research team.

Key Points

  • Wide Moat Companies A focus on U.S. companies Morningstar believes possess sustainable competitive advantages, or “moats”
  • Focus on Valuations Index targets companies trading at attractive prices relative to Morningstar’s estimate of fair value
  • Morningstar’s Equity Research Index fueled by Morningstar’s forward-looking, rigorous equity research process driven by over 100 analysts globally


About the Fund Manager:
Founded in 1955, VanEck today offers active and passive strategies with compelling exposures supported by well-designed investment processes. The firm’s capabilities range from core investment opportunities to more specialized exposures to enhance portfolio diversification. Their actively managed strategies are fuelled by in-depth, bottom-up research and security selection from portfolio managers with direct experience in the sectors and regions in which they invest.

Recommended for:
Growth, Diversification

Returns

MOAT Charts
Lifetime20.72%
52 Week High: $|52 Week Low: $
PerformanceYTD1Y3Y5Y
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF-2.61%11.73%11.01%13.72%

Asset Class

Asset type breakdown
Stock US99.92%
Cash0.08%

MOAT Holdings - Top 10

NameiWeightage (%)
salesforce.com, inc2.87%
Compass Minerals International, Inc2.83%
Aspen Technology, Inc2.80%
Pfizer Inc2.63%
Bristol-Myers Squibb Company2.60%
Biogen Inc2.59%
Applied Materials, Inc2.58%
Medtronic plc2.57%
Corteva, Inc2.56%
Zimmer Biomet Holdings, Inc2.54%

MOAT Sectors/Industry Breakdown

Sectori% of market value
Technology21.67%
Healthcare19.76%
Financial Services16.09%
Consumer Defensive10.57%
Industrials10.51%
Consumer Cyclicals8.38%
Basic Materials5.81%
Communication Services3.50%
Energy2.49%
Utilities1.21%

MOAT Countries

Country% of market value
North America100%

Projected Returns

Investment ofper month
gives returns of :
at 13.72% / annum
$in 5 years
amount
for a time period of
time1Y3Y5Y
Returnsbased on historic returns of 13.72% per annum
$
$
$+ 13.72

MOAT Summary Data

Fund Size(AUM) $i
Avg. mkt. cap (MM) $i
Symbol MOAT
Exchange BATS
Asset class Equity

MOAT Portfolio Data & Volatility Analysis

Expense ratio 0.48i
Beta 1.01i
P/E ratio 18.66169i
Standard Deviation 18.57i
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | MOAT