Price
20,624.05
+0.93%
USD | Mar 14 4:19 PM GMT-5
Morningstar Wide Moat Focus
Portfolio Key: P000000153
The Morningstar Wide Moat Focus Index is designed to provide exposure to companies in the Morningstar US Market Index with a Morningstar® Economic Moat™ Rating of wide trading at the lowest current market price/fair value ratios. Moat ratings and fair value estimates are determined through independent research conducted by the Morningstar Equity Research team.
Morningstar Wide Moat Focus TR USD MWMFTR
Open Price
20,434.12
Constituent Total Market Cap
9.9 Tril
Day Range
20,424.19 - 20,649.10
Year Range
19,064.03 - 22,623.53
Index Overview
SecId
FOUSA06B9O
Inception Date
Feb 14, 2007
Performance Start Date
Sep 30, 2002
Asset Class
Equity
Theme
Economic Moat
Family Name
Morningstar Economic Moat
Region/Country
United States
Market Dev Level
Developed
Weighting Scheme
Equal Weight
Reconstitution Frequency
Quarterly
Rebalance Frequency
Quarterly
Rebalance Date
Mar 24, 2025
Performance
10 Years Returns
Performance
Growth of 10,000
A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
| 2015 | 2017 | 2019 | 2021 | 2023 | YTD |
Manager Change : Full Partial
Trailing Returns
Total Return %
|
1-Day
|
1-Week
|
1-Month
|
3-Month
|
YTD
|
1-Year
|
3-Year
|
5-Year
|
10-Year
|
15-Year
|
|---|---|---|---|---|---|---|---|---|---|---|
| Investment | -0.93 | -3.93 | -4.59 | -8.41 | -5.27 | 1.02 | 9.55 | 16.47 | 13.45 | 13.88 |
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