Key stats
About VANECK MORNINGSTAR WIDE MOAT ETF
Home page
Inception date
Apr 25, 2012
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Van Eck Associates Corp.
Distributor
Van Eck Securities Corp.
MOAT holds a concentrated portfolio of stocks that are attractively priced and have sustainable competitive advantages (patents, high switching costs, etc.). Morningstar's equity research team determines the funds selection by assigning an economic rating and a fair value estimate to the companies in the Morningstar US Market Index. Despite its safe-sounding name, MOAT makes radical departures from market-like coverage. The fund favors single-name positions and may have significant sector biases. It follows an equal-weighted index with a staggered rebalancehalf the portfolio is reconstituted with equal weights every six months, and the other half follows three months later. MOAT also caps turnover and sector exposure. This results in the fund holding more than 40 names at times.
Classification
What's in the fund
Exposure type
Health Technology
Consumer Non-Durables
Electronic Technology
Technology Services
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Related funds
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
MOAT trades at 1,728.00 MXN today, its price has risen 4.24% in the past 24 hours. Track more dynamics on MOAT price chart.
MOAT net asset value is 1,706.19 today — it's risen 9.13% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
MOAT assets under management is 243.88 B MXN. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
MOAT price has risen by 8.04% over the last month, and its yearly performance shows a 17.16% increase. See more dynamics on MOAT price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 9.13% over the last month, showed a −8.40% decrease in three-month performance and has increased by 17.97% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 9.13% over the last month, showed a −8.40% decrease in three-month performance and has increased by 17.97% in a year.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
MOAT invests in stocks. See more details in our Analysis section.
MOAT expense ratio is 0.47%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, MOAT isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, MOAT technical analysis shows the neutral rating and its 1-week rating is neutral. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating MOAT shows the buy signal. See more of MOAT technicals for a more comprehensive analysis.
Today, MOAT technical analysis shows the neutral rating and its 1-week rating is neutral. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating MOAT shows the buy signal. See more of MOAT technicals for a more comprehensive analysis.
Yes, MOAT pays dividends to its holders with the dividend yield of 1.42%.
MOAT trades at a premium (0.01%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
MOAT shares are issued by Van Eck Associates Corp.
MOAT follows the Morningstar Wide Moat Focus Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Apr 25, 2012.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.