Vaneck Vectors Morningstar Wide Moat ETF | MOAT

Medium RiskEquity
Vaneck Vectors Morningstar Wide Moat ETF
Issued by:Vaneck
Index : BATS
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

Returns

MOAT Charts
Lifetime27.98%p.a.
52 Week High: $|52 Week Low: $
PerformanceYTD1Y3Y5Y
Vaneck Vectors Morningstar Wide Moat ETF14.87%52.85%21.98%20.12%

Asset Class

Asset type breakdown
Stock US100%
Cash-0%

MOAT Holdings - Top 10

NameiWeightage (%)
Wells Fargo & Company2.83%
Intel Corporation2.82%
Alphabet Inc2.74%
Altria Group, Inc2.71%
Blackbaud, Inc2.64%
General Dynamics Corporation2.64%
Cheniere Energy, Inc2.60%
The Boeing Company2.58%
Northrop Grumman Corporation2.57%
Corteva, Inc2.55%

MOAT Sectors/Industry Breakdown

Sectori% of market value
Healthcare20.09%
Technology16.87%
Industrials15.25%
Financial Services13.65%
Consumer Defensive11.15%
Communication Services7.13%
Consumer Cyclicals6.12%
Basic Materials4.82%
Energy2.60%
Utilities2.32%

MOAT Countries

Countryi% of market value
North America100%

Projected Returns

Investment ofper month
gives returns of :
at 13% / annum
$in 5 years
amount
for a time period of
time1Y3Y5Y
Returnsbased on historic SIP returns of 13% per annum
$
$
$+ 13

MOAT Summary Data

Total Net Assets $i
Average Mkt Cap Mil $i
Symbol MOAT
Exchange BATS
Asset class Equity

MOAT Portfolio Data & Volatility Analysis

Net Expense Ratio 0.47i
Beta 1.05i
Valuations Rates Portfolio PE 19.15921i
3 Year Standard Deviation 19.97i
Vaneck Vectors Morningstar Wide Moat ETF | MOAT