Morningstar

VanEck Morningstar Wide Moat Fund Class Z MWMZX

Morningstar Medalist Rating
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Tracks Morningstar Index
Medalist Rating as of See VanEck Investment Hub
  • NAV / 1-Day Return $34.36  /  −0.69 %
  • Fund Size $32.8M
  • Adjusted Expense Ratio 0.490%
  • Net Expense Ratio 0.490%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.23%
  • Turnover Ratio 85%
NAV and 1-Day Return as of

Morningstar’s Analysis MWMZX

Will MWMZX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MWMZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MWMZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MWMZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

VanEck Morningstar Wide Moat Z holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MWMZX

More MWMZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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