Morningstar Wide Moat ETF (MOAT)

Funds & Featured Portfolios, by Mark Robertson, Managing Partner September 28th, 2023

Cheap high-quality stocks from the Morningstar Wide Moat Focus Index are attractive for long-term investors.

It’s been a while since we checked in on the wide moat fund at Morningstar and with the considerable amount of discussion on “moat” while searching for study candidates, it’s time for a closer look — with Susan Dziubinski.

https://www.morningstar.com/stocks/10-undervalued-wide-moat-stocks

Long Term Performance

The fund has a 10-year relative return of +1.0% … underscoring the long-term advantage of quality in portfolios.

Points of View

Top 25 Holdings

Mark Robertson

Mark Robertson is founder and managing partner of Manifest Investing, a source for research and portfolio management focusing on strategic long term investors.

Expected Returns, Sep 2023
  • Morningstar Wide Moat ETF (MOAT)
Market Vectors Wide Moat (MOAT)
Quality 75
PAR 7.3%
Etsy (ETSY)
Quality 47
PAR 7.3%
Intl Flavors & Frag (IFF)
Quality 53
PAR 9.1%
Disney (Walt) (DIS)
Quality 49
PAR 5.4%
Lauder, Estee (EL)
Quality 46
PAR 3.3%
Teradyne (TER)
Quality 81
PAR 7.4%
Equifax (EFX)
Quality 80
PAR 6.6%
Zimmer Biomet (ZBH)
Quality 90
PAR 11.9%
NIKE (NKE)
Quality 72
PAR 10.8%
Wells Fargo (WFC)
Quality 78
PAR 9.0%
Join Manifest Investing

Manifest is an easy to use resource for your investing.

Create dashboards, research companies, discuss your ideas on the forum, and get insight into long-term investing.


Learn More Get Started