VanEck Blogs | Moat Investing

Valuation is a major part of an investor's decision to buy or sell an investment. Why not let a fund do this work for you?

The Morningstar Wide Moat Focus Index has faced modest headwinds from factor risk exposure since its inception, but favorable stock selection remains the dominant driver of relative outperformance versus the broad U.S. equity market.

The Morningstar Wide Moat Focus Index's increase in exposure to large banks and brokerages in March 2020 has paid off. They comprised four of the top five contributors to performance last month.

The Morningstar Wide Moat Focus Index’s increase in exposure to large banks and brokerages in March 2020 has paid off. They comprised four of the top five contributors to performance last month.

The Morningstar Wide Moat Focus Index ended its four-year streak of outperforming the broad U.S. equity market in 2020, though its long-term track record remains impressive.

The Morningstar Wide Moat Focus Index ended January ahead of the S&P 500 Index. We also touch on inflation and what it may mean for moat stocks.