The Morningstar® Wide Moat Focus IndexSM completed its quarterly review on Friday, March 20, 2020. The Index rebalanced, and added and removed securities based on valuation opportunities among U.S. wide moat companies. Two notable additions this quarter: Boeing (BA) and Bank of America (BAC).
We are monitoring two separate coronavirus scenarios, one in China and on in the U.S., in terms of when the health impact peaks and the extent of the economic slowdown. Against this backdrop, we highlight several actionable ideas.