The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Morningstar® Global Wide Moat Focus IndexSM (the index). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of securities issued by companies that Morningstar, Inc. determines to have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors (wide moat companies). The fund is non-diversified.
|VT||Vanguard Total World Stock Ind..||0.08 %||
|IOO||iShares Global 100 ETF||0.40 %||
|FIHD||UBS AG FI Enhanced Global High..||0.80 %||
|URTH||iShares MSCI World ETF||0.24 %||
|FIYY||Barclays ETN+ FI Enhanced Glob..||0.93 %||
|CRBN||iShares MSCI ACWI Low Carbon T..||0.20 %||
|WDIV||SPDR S&P Global Dividend ETF||0.40 %||
|ACIM||SPDR MSCI ACWI IMI ETF||0.09 %||
|KLDW||Knowledge Leaders Developed Wo..||0.75 %||
|TOK||iShares MSCI Kokusai ETF||0.25 %||
|Market Performance vs.
Industry/Classification (World Large Stock)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||9.24%||45%||F||83%||B|
|Risk Adjusted Return||40.42%||60%||D-||49%||F|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
There is nothing we particularly like
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The company has under performed its peers on annual average total returns in the past 5 years.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.