#moat-etf

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from24/7 Wall St.
4 days ago

Morningstar's $12.9 Billion ETF Ripped 340%

MOAT tracks the Morningstar Wide Moat Focus Index, holding around 50 US companies that Morningstar's analysts believe possess sustainable competitive advantages and trade below fair value. The fund rebalances quarterly, keeping turnover moderate at 55%. At $12.9 billion in assets, it offers tight spreads and reliable liquidity.
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Business
from24/7 Wall St.
1 month ago

30% of the S&P 500 Is Mag 7 Tech Stocks, but This ETF Refuses to Own a Single One

High concentration in the Magnificent 7 accounts for most S&P 500 gains, highlighting diversification risk and interest in Morningstar 'Wide Moat' ETF exposure.
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