MOTG holds a small portfolio of global stocks determined by Morningstars research team to have wide moatssustainable competitive advantages such as high customer switching cost, internal cost advantages, intellectual property, network effects, and efficiencies of scale. The portfolio is further screened to remove the bottom 20% of eligible firms by 12-month momentum. Finally, Morningstar uses a proprietary valuation model to select only those companies thought to be trading at attractive prices. GOAT is equal-weighted with a staggered semi-annual rebalance: half the portfolio is reconstituted and rebalanced quarterly. The fund is a complement to sibling fund MOAT, which provides US-only exposure with the same methodology. Prior to Dec. 10, 2021, the fund's ticker was GOAT.
公司网站 :
https://www.vaneck.com/us/en/investments/morningstar-global-wide-moat-etf-motg/
总经理:-
建立时间:2018
公司总部:VanEck Morningstar Global Wide Moat ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds