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Wide Moat ETF MOAT

  • Full Name: Market Vectors®
    Wide Moat ETF (MOAT®)

    Management Style: Replication

    Underlying Index: Morningstar® Wide Moat Focus IndexSM (MWMFTR)

    Index Description: MWMFTR is a rules-based, equal-weighted index intended to offer exposure to the 20 most attractively priced companies with sustainable competitive advantages according to Morningstar's equity research team.

  •  
     

    • Fund Ticker

      MOAT
    • Exchange

      NYSE Arca
    • Index Total Return Ticker

      MWMFTR
    • Index Provider

      Morningstar
    • Total Net Assets

      $683.0M
    • Shares Outstanding

      22,950,000
    • Number of Holdings

      21
    • Commencement Date

      04/24/2012
  •  
    as of 04/24/14

  • Index Key Points

    Underlying Index: Morningstar® Wide Moat Focus IndexSM (MWMFTR) 

    The Index comprises: 

    Twenty of the most undervalued wide-moat stocks, as determined by Morningstar's time-tested proprietary research; according to Morningstar, wide-moat stocks are companies identified as having sustainable competitive advantages

    Companies eligible for inclusion in Index: 

    • Minimum market capitalization of $100 million
    • Meet Morningstar's proprietary liquidity screens
    • Trade on a U.S. stock exchange (excluding ADRs, GDRs)

    Index provider: 

    Morningstar

  • Index Profile

    • Ticker

      MWMFTR
    • Inception Date

      02/14/2007
    • Rebalance Frequency

      Quarterly
  • Download All Index Constituents Index Top 10 Constituents (%) as of 03/31/14

    Total Constituents: 20
    Constituent Name
    Ticker
    Weightings (%)
    Exelon Corp
    EXC US
    5.46
    Baxter International Inc
    BAX US
    5.33
    Schlumberger Ltd
    SLB US
    5.30
    Core Laboratories N.V.
    CLB US
    5.10
    Philip Morris International
    PM US
    5.07
    Intl Business Machines Corp
    IBM US
    5.06
    Franklin Resources Inc
    BEN US
    5.03
    Coca-Cola Co/The
    KO US
    5.01
    Procter & Gamble Co/The
    PG US
    4.98
    Blackrock Inc
    BLK US
    4.98
    Top 10 Total (%) 51.32
    These are not recommendations to buy or to sell any security. Securities and holdings may vary.
  • Index Country Weightings (%)
    as of 03/31/14

    • Country

      Weightings (%)
    • U.S.

      94.9
    • NETHERLANDS

      5.1
    • Total

      100.0
  • Index Sector Weightings (%)
    as of 03/31/14

    • Sector

      Weightings (%)
    • Energy

      20.3
    • Consumer Staples

      20.0
    • Financials

      14.9
    • Industrials

      14.6
    • Information Technology

      14.6
    • Health Care

      10.1
    • Utilities

      5.5
    • OTHERS

      0.0
    • Total

      100.0