Matthew Murphy, Director, National Accounts, VanEck met with Julie Cooling, Founder & CEO, RIA Channel to discuss the success and strategy behind the MOAT ETF.
The MOAT ETF, indexed by Morningstar, targets U.S. equities with sustainable competitive advantages(moats) at affordable valuations. The Morningstar research team rates companies based on their forecasted levels of competitive advantages. “Wide Moat” stocks are then ranked by valuation. The MOAT ETF consists of a concentrated portfolio of 40-50 stocks. Murphy says advisors are leveraging the ETF as a way to inject alpha into their low-cost core allocation.
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