MWMF Morningstar Wide Moat Focus Index

The Index is an equal-weighted index intended to offer exposure to between 40 and 80 of the most attractively priced companies with sustainable competitive advantages according to Morningstar’s equity research team. To be eligible, a company must be assigned an economic moat rating of wide by Morningstar's Equity Research team and be assigned a fair value estimate by Morningstar's Equity Research team. From among the remaining companies, those representing the lowest current market price/fair value ratios are included in the index until the number of constituents reaches 80. However, if securities fall short of the selection and eligibility criteria or if securities are added or deleted as a result of corporate actions after reconstitution, the portfolio can hold fewer than 80 companies.

11,118.18
As of 05/14/2021


Index Information
Provider:     Morningstar
Category1:  US Equity
Category2:  Broad Market
Category3:  Multi-cap
Country:      USA
Currency:    USD
Inception date:  02/14/2007
Backtesting data exists:   Yes
Weighting methodology:   Equal weighted
Methdology guide:  Read PDF
Number of holdings:  49  (as of 01/30/2019)
Rebalanced:  Semi-annually
Reconstituted:  Semi-annually
Total return version:  MWMFT


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