VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | MOAT

Medium RiskMOATMorning Star5 / 5
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF
Issued by:Vaneck
Unit Price (NAV) : $
Minimum investment: 2 units
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VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | MOAT

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

MOAT ChartsLifetime24.51%
MOAT Performance1Y3Y5Y
This ETF11.04%11.85%13%

Projected Returns

Investment ofper month
gives returns of :
at 13% / annum
$in 5 years
amount
for a time period of
time1Y3Y5Y
Returns % (CAGR)based on historic returns of 13% per annum
$
$
$+ 13%

Asset Class

Asset type breakdown
Stock US100%
Cash-0%
Stock non-US-0%

MOAT Holdings - Top 10

NameiWeightage (%)
The Boeing Company3.08%
Microchip Technology Incorporated3.03%
ServiceNow, Inc2.84%
Cheniere Energy, Inc2.81%
Constellation Brands, Inc2.81%
salesforce.com, inc2.71%
Guidewire Software, Inc2.69%
Caterpillar Inc2.55%
General Dynamics Corporation2.47%
Zimmer Biomet Holdings, Inc2.45%

MOAT Sectors/Industry Breakdown

Sectori% of market value
Technology19.59%
Healthcare18.70%
Financial Services16.68%
Consumer Defensive11.45%
Industrials10.99%
Consumer Cyclicals8.86%
Communication Services4.97%
Basic Materials4.88%
Energy2.67%
Utilities1.20%

MOAT Countries

Country% of market value
North America100%

MOAT Summary Data

Fund Size(AUM) $i
Avg. mkt. cap (MM) $i
Morningstar Ratings 5i
Symbol MOAT
Exchange BATS
Asset class MOAT

MOAT Portfolio Data & Volatility Analysis

Expense ratio 0.48i
Beta 1.04i
P/E ratio 19.56578i
Standard Deviation 18.16i
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | MOAT