A Wide-Moat Focus Outperforms the Market Over Time

The Morningstar® Wide Moat Focus Index^SM, a portfolio of our cheapest wide-moat stocks relative to fair value, has generated excess returns versus the overall market. Over the trailing one-, three-, five-, and 10-year periods, and since company moat ratings were first assigned in late 2002, the Morningstar Wide Moat Focus Index has outperformed its benchmark.

The performance of the Wide Moat Focus Index since 2002

What our attribution analysis of the index shows

The risk and return metrics of the index

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