(MOAT) Morningstar Wide Moat - BATS
ETF Category: Large Blend | Exchange: BATS (USA) | Market Cap: 11.535m USD | Total Return: 14% in 12m
Avg Turnover: 83.4M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
The VanEck Morningstar Wide Moat ETF (MOAT) tracks an index of U.S. companies identified by Morningstar as possessing sustainable competitive advantages, often referred to as wide moats. Under normal conditions, the fund allocates at least 80% of its assets to these securities, utilizing a proprietary methodology that evaluates both quantitative financial metrics and qualitative business factors.
A wide moat typically stems from high switching costs, intangible assets like patents, or cost advantages that allow a firm to maintain market share against competitors. Investors can evaluate these competitive strengths in greater detail by visiting ValueRay. In the Large Blend category, this strategy often results in a portfolio concentrated in mature sectors such as Healthcare and Industrials, where established business models provide high barriers to entry.
- Morningstar equity research rating changes drive portfolio constituent turnover
- Concentration in undervalued wide moat stocks increases sensitivity to value factor
- Quarterly index rebalancing triggers high volume trading in underlying holdings
- Federal Reserve interest rate policy shifts impact valuations of capital-intensive moat companies
- Performance of the S&P 500 Equal Weight Index correlates to fund returns
As of June 20, 2026, the stock is trading at USD 102.12 with a total of 923,362 shares traded.
Over the past week, the price has changed by -0.33%,
over one month by +1.70%,
over three months by +3.89% and
over the past year by +13.99%.
Morningstar Wide Moat has no consensus analysts rating.