Break Free From Growth Dominance
Mega-cap growth continues to be the predominant market force, making many investors overdependent on ongoing performance directly tied to the current market environment. With uncertain conditions given recent macro events, diversification and stock selection (beyond broad growth and technology exposure) could become even more critical to equity exposure.
With its focus on high quality and attractive valuations independent of style or sector, Morningstar’s wide moat investing philosophy offers investors a proven contrarian approach that, after a recent index rebalance, has increased exposure to core stocks relative to the S&P 500 Index. Hear directly from Morningstar’s equity research team for their perspective on market trends and the companies they cover. We’ll highlight recent portfolio changes, including:
- Current portfolio characteristics, including overweight to core/blend stocks
- New wide moat companies added to the portfolio
- Live Q&A with Morningstar’s equity research team on select moat-rated companies
Webinar details
October 15, 2024
11:00 AM US ET
Follow Us
DISCLOSURE
This content is intended for educational purposes only. Please note that the availability of the products mentioned may vary by country, and it is recommended to check with your local stock exchange. Please note that VanEck may hold positions in the companies discussed herein.
This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the speaker(s), but not necessarily those of VanEck or its other employees.
The Morningstar® Wide Moat Focus IndexSM consists of U.S. companies identified as having sustainable, competitive advantages, and whose stocks are the most attractively priced, according to Morningstar. The Morningstar® US Small-Mide Cap Moat Focus IndexSM consists of small- and mid-cap U.S. companies identified as having sustainable, competitive advantages, and whose stocks are the most attractively priced, according to Morningstar. The Morningstar® US Broad Growth Wide Moat Focus IndexSM consists of growth-oriented U.S. companies identified as having sustainable, competitive advantages, and whose stocks are the most attractively priced, according to Morningstar. The Morningstar® US Broad Value Wide Moat Focus IndexSM consists of value-oriented U.S. companies identified as having sustainable, competitive advantages, and whose stocks are the most attractively priced, according to Morningstar.
The S&P 500® Index consists of 500 widely held common stocks covering industrial, utility, financial and transportation sector; as an Index, it is unmanaged and is not a security in which investments can be made. S&P 500 Equal-Weighted Index is an equally-weighted version of the market-cap weighted S&P 500 Index. Russell 1000 Index includes approximately 1,000 of the largest companies in the US equity universe. Russell 2500 Index is a broad, market-cap-weighted stock market index featuring 2,500 U.S. small-cap and mid-cap stocks.
An investment in the VanEck Morningstar Wide Moat ETF (MOAT) may be subject to risks which include, among others, risks related to investing in equity securities, health care sector, industrials sector, information technology sector, financials sector, medium-capitalization companies, market, operational, high portfolio turnover, index tracking, authorized participant concentration, no guarantee of active trading market, trading issues, passive management, fund shares trading, premium/discount risk and liquidity of fund shares, non-diversification and index-related concentration risks, all of which may adversely affect the Fund. Medium-capitalization companies may be subject to elevated risks.
The principal risks of investing in VanEck ETFs and mutual funds include, but are not limited to, sector, market, economic, political, foreign currency, world event, index tracking, active management, social media analytics, derivatives, blockchain, commodities and non-diversification risks, as well as fluctuations in net asset value and the risks associated with investing in less developed capital markets. VanEck ETFs may also be subject to authorized participant concentration, no guarantee of active trading market, trading issues, passive management, fund shares trading, premium/discount risk and liquidity of fund shares risks. VanEck ETFs or mutual funds may loan their securities, which may subject them to additional credit and counterparty risk. ETFs or mutual funds that invest in high-yield securities are subject to subject to risks associated with investing in high-yield securities; which include a greater risk of loss of income and principal than funds holding higher-rated securities; concentration risk; credit risk; hedging risk; interest rate risk; and short sale risk. ETFs or mutual funds that invest in companies with small capitalizations are subject to elevated risks, which include, among others, greater volatility, lower trading volume and less liquidity than larger companies.
Please see the prospectus of each Fund for more complete information regarding each Fund’s specific risks.
No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of VanEck.
Investing involves substantial risk and high volatility, including possible loss of principal. An investor should consider the investment objective, risks, charges and expenses of a Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, call 800.826.2333 or visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing.
© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.
Follow Us
Related Topics
Related Funds
Follow Us
DISCLOSURE
This content is intended for educational purposes only. Please note that the availability of the products mentioned may vary by country, and it is recommended to check with your local stock exchange. Please note that VanEck may hold positions in the companies discussed herein.
This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the speaker(s), but not necessarily those of VanEck or its other employees.
The Morningstar® Wide Moat Focus IndexSM consists of U.S. companies identified as having sustainable, competitive advantages, and whose stocks are the most attractively priced, according to Morningstar. The Morningstar® US Small-Mide Cap Moat Focus IndexSM consists of small- and mid-cap U.S. companies identified as having sustainable, competitive advantages, and whose stocks are the most attractively priced, according to Morningstar. The Morningstar® US Broad Growth Wide Moat Focus IndexSM consists of growth-oriented U.S. companies identified as having sustainable, competitive advantages, and whose stocks are the most attractively priced, according to Morningstar. The Morningstar® US Broad Value Wide Moat Focus IndexSM consists of value-oriented U.S. companies identified as having sustainable, competitive advantages, and whose stocks are the most attractively priced, according to Morningstar.
The S&P 500® Index consists of 500 widely held common stocks covering industrial, utility, financial and transportation sector; as an Index, it is unmanaged and is not a security in which investments can be made. S&P 500 Equal-Weighted Index is an equally-weighted version of the market-cap weighted S&P 500 Index. Russell 1000 Index includes approximately 1,000 of the largest companies in the US equity universe. Russell 2500 Index is a broad, market-cap-weighted stock market index featuring 2,500 U.S. small-cap and mid-cap stocks.
An investment in the VanEck Morningstar Wide Moat ETF (MOAT) may be subject to risks which include, among others, risks related to investing in equity securities, health care sector, industrials sector, information technology sector, financials sector, medium-capitalization companies, market, operational, high portfolio turnover, index tracking, authorized participant concentration, no guarantee of active trading market, trading issues, passive management, fund shares trading, premium/discount risk and liquidity of fund shares, non-diversification and index-related concentration risks, all of which may adversely affect the Fund. Medium-capitalization companies may be subject to elevated risks.
The principal risks of investing in VanEck ETFs and mutual funds include, but are not limited to, sector, market, economic, political, foreign currency, world event, index tracking, active management, social media analytics, derivatives, blockchain, commodities and non-diversification risks, as well as fluctuations in net asset value and the risks associated with investing in less developed capital markets. VanEck ETFs may also be subject to authorized participant concentration, no guarantee of active trading market, trading issues, passive management, fund shares trading, premium/discount risk and liquidity of fund shares risks. VanEck ETFs or mutual funds may loan their securities, which may subject them to additional credit and counterparty risk. ETFs or mutual funds that invest in high-yield securities are subject to subject to risks associated with investing in high-yield securities; which include a greater risk of loss of income and principal than funds holding higher-rated securities; concentration risk; credit risk; hedging risk; interest rate risk; and short sale risk. ETFs or mutual funds that invest in companies with small capitalizations are subject to elevated risks, which include, among others, greater volatility, lower trading volume and less liquidity than larger companies.
Please see the prospectus of each Fund for more complete information regarding each Fund’s specific risks.
No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of VanEck.
Investing involves substantial risk and high volatility, including possible loss of principal. An investor should consider the investment objective, risks, charges and expenses of a Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, call 800.826.2333 or visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing.
© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.