Morningstar Wide Moat Focus SMA (S:0P0001SALO)
13.19
+0.27
(+2.06%)
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 |
|---|---|---|---|
| Huntington Ingalls Industries, Inc. | 3.60% | 396.62 | 0.84% |
| United Parcel Service, Inc. | 3.06% | 98.18 | 0.28% |
| Bristol Myers Squibb Co. | 3.00% | 59.60 | -3.45% |
| IDEX Corp. | 2.97% | 190.47 | -0.79% |
| The Estée Lauder Companies, Inc. | 2.77% | 69.12 | -2.25% |
| The Clorox Co. | 2.71% | 101.14 | -2.97% |
| Applied Materials, Inc. | 2.64% | 348.47 | -1.51% |
| Airbnb, Inc. | 2.60% | 124.95 | -0.19% |
| Kenvue, Inc. | 2.60% | 17.14 | -1.38% |
| Constellation Brands, Inc. | 2.56% | 151.20 | 0.07% |
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 | -- |