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Insights on moat investing, powered by Morningstar’s equity research, which seeks quality companies with sustainable competitive advantages trading at attractive valuations, across the small-, mid- and large-cap universe.

EDUCATION

Moat investing represents a simple concept: Invest in companies with sustainable competitive advantages trading at attractive valuations. Learn more about how to access Morningstar’s philosophy.
Introducing MGRO and MVAL ETFs, allowing investors to apply the proven moat investment philosophy of the MOAT ETF to strategies with a consistent style exposure.

EDUCATION

Frequently Asked Questions

Morningstar’s proven strategy of identifying quality companies trading at attractive valuations is now available in value and growth style-oriented ETFs.
Rather than a broad-based approach to international companies, we prefer Morningstar’s selective approach to identifying quality international companies.

Morningstar’s approach to moat investing starts with companies with sustainable competitive advantages and targets those trading at attractive valuations. We explore in this Q&A.

Given the large small- and mid-cap stock universe and lack of analyst coverage, we believe a more selective approach may be a better choice than a broad-market exposure. We explore in this Q&A.