Vaneck Morningstar Wide Etf Profile
| MOAT Etf | USD 98.44 0.28 0.29% |
Performance8 of 100
| Odds Of DistressLess than 9
|
VanEck Morningstar is selling for under 98.44 as of the 30th of November 2024; that is 0.29 percent increase since the beginning of the trading day. The etf's last reported lowest price was 98.07. VanEck Morningstar has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for VanEck Morningstar Wide are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its total assets in securities that comprise the funds benchmark index. Vaneck Morningstar is traded on BATS Exchange in the United States. More on VanEck Morningstar Wide
Moving together with VanEck Etf
VanEck Etf Highlights
| Thematic Idea | Strategy ETFs (View all Themes) |
| Business Concentration | Strategy ETFs, Large Blend, VanEck (View all Sectors) |
| Issuer | Van Eck |
| Inception Date | 2012-04-24 |
| Benchmark | Morningstar Wide Moat Focus Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 16.22 Billion |
| Average Trading Valume | 684,758.6 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Alpha-Seeking |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Van Eck Associates Corporation |
| Advisor | Van Eck Associates Corporation |
| Custodian | State Street Bank and Trust Company |
| Distributor | Van Eck Securities Corporation |
| Portfolio Manager | Hao-Hung Peter Liao, Guo Hua Jason Jin |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 30-Jun |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 55.0 |
| Market Maker | Citadel |
| Total Expense | 0.47 |
| Management Fee | 0.45 |
| Country Name | USA |
| Returns Y T D | 15.66 |
| Name | VanEck Morningstar Wide Moat ETF |
| Currency Code | USD |
| Open Figi | BBG002XRNH24 |
| In Threey Volatility | 19.21 |
| 1y Volatility | 15.11 |
| 200 Day M A | 90.4566 |
| 50 Day M A | 96.2782 |
| Code | MOAT |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
VanEck Morningstar Wide [MOAT] is traded in USA and was established 2012-04-24. The fund is listed under Large Blend category and is part of VanEck family. The entity is thematically classified as Strategy ETFs. VanEck Morningstar Wide now have 5.87 B in assets. , while the total return for the last 3 years was 10.7%.
Check VanEck Morningstar Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on VanEck Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding VanEck Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as VanEck Morningstar Wide Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top VanEck Morningstar Wide Etf Constituents
| K | Kellanova | Stock | Consumer Staples | |
| BLK | BlackRock | Stock | Financials | |
| GILD | Gilead Sciences | Stock | Health Care | |
| AMAT | Applied Materials | Stock | Information Technology | |
| ABC | AmerisourceBergen | Stock | Health Care | |
| STT | State Street Corp | Stock | Financials | |
| BLKB | Blackbaud | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
VanEck Morningstar Top Holders
| TERIX | All Terrain Opportunity | Mutual Fund | Macro Trading | |
| HCMPX | Hcm Dividend Sector | Mutual Fund | Large Value | |
| HCMQX | Hcm Dividend Sector | Mutual Fund | Large Value | |
| HCMZX | Hcm Dividend Sector | Mutual Fund | Large Value | |
| HCMNX | Hcm Dividend Sector | Mutual Fund | Large Value | |
| HCMWX | Hcm Dividend Sector | Mutual Fund | Large Value | |
| WIZ | MerlynAI Corp | Etf | Moderate Allocation |
VanEck Morningstar Wide Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in VanEck Morningstar. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0801 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.10) |
VanEck Morningstar Against Markets
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in VanEck Morningstar Wide. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
The market value of VanEck Morningstar Wide is measured differently than its book value, which is the value of VanEck that is recorded on the company's balance sheet. Investors also form their own opinion of VanEck Morningstar's value that differs from its market value or its book value, called intrinsic value, which is VanEck Morningstar's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because VanEck Morningstar's market value can be influenced by many factors that don't directly affect VanEck Morningstar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between VanEck Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if VanEck Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, VanEck Morningstar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.