Morningstar US Sust Moat Focus SMA (S:0P0001M2TY)
12.87
+0.23
(+1.84%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 03, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Teradyne, Inc. | 4.06% | 309.61 | -0.83% |
| Merck & Co., Inc. | 3.25% | 120.87 | 0.02% |
| The Estée Lauder Companies, Inc. | 3.12% | 69.12 | -2.25% |
| Bristol Myers Squibb Co. | 2.89% | 59.60 | -3.45% |
| PepsiCo, Inc. | 2.79% | 157.01 | 1.53% |
| Masco Corp. | 2.68% | 59.12 | -2.59% |
| The Clorox Co. | 2.67% | 101.14 | -2.97% |
| Air Products & Chemicals, Inc. | 2.62% | 293.55 | 1.42% |
| GE Healthcare Technologies, Inc. | 2.60% | 70.35 | -2.26% |
| Zimmer Biomet Holdings, Inc. | 2.50% | 90.89 | -0.15% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |