MOAT Now Has a Value Tilt

BenWP

VanEck just informed shareholders of recent changes in the M* Wide Moat Focus Index. Stocks labeled as "value" now comprise 55.8% of the index, the highest ever allocation to value in its history. I have owned MOAT through thick and thin ever since it debuted and I consider it a core holding. The ETF seeks to replicate the performance of the index. Performance is entirely satisfying to me.

https://mail.google.com/mail/u/0/#inbox/FMfcgxwJXxwWrRBZCrbmmbtwtQkHjBSH

MikeW

Very interesting @Benwp. Thanks for sharing this. Ive been following MOAT ever since you recommended it awhile back. Ive been researching more cyclical fund options and will take a look at this one. Bought FIDU a month ago.

DaveSch

I've been a MOATer since late 2012. Lots of unrealized gains, which will remain unrealized. I liked the premise of this etf. I haven't purchased more as the valuation has grown without more new money.

Derf

@BenWP:
I tried link twice & both times went to establish G-Mail account.
Derf

Try this link. https://www.morningstar.com/best-investments/wide-moat-focus

That didn't work either !!

BenWP

https://www.vaneck.com/insights/blogs/moat-investing/moat-index-review-value-is-in-facebook-is-out

I hope the above link is right. The one I posted was truly ugly. Sorry I inconvenienced you.

FD1000

Thank you for sharing this info.
Since it's inception VFIAX(SP500) has e better risk/reward and why SP500 Sharpe+Sortino is better. See PV(link)

VFIAX beats MOAT for YTD and one year. See YTD (chart)