Morningstar Wide Moat Focus SMA (S:0P0001SALO)
12.00
-1.19
(-9.03%)
USD |
Mar 31 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 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Bristol Myers Squibb Co. | 2.85% | 58.05 | -2.16% |
| Mondelez International, Inc. | 2.75% | 58.42 | 0.07% |
| Constellation Brands, Inc. | 2.75% | 153.94 | -0.84% |
| Kenvue, Inc. | 2.73% | 17.23 | -0.40% |
| Brown-Forman Corp. | 2.70% | 26.81 | 0.30% |
| The Clorox Co. | 2.62% | 104.93 | 0.04% |
| Fortinet, Inc. | 2.61% | 82.36 | 0.09% |
| Airbnb, Inc. | 2.59% | 124.94 | -1.47% |
| Zoetis, Inc. | 2.58% | 117.97 | -0.25% |
| Zimmer Biomet Holdings, Inc. | 2.57% | 91.29 | 0.32% |
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 | -- |