Newsletter Subject

VanEck: Moat Suite – Invest In High Quality Companies at Attractive Prices

From

morningstar.com

Email Address

donotreply@morningstar.com

Sent On

Fri, Sep 15, 2023 03:01 PM

Email Preheader Text

You are receiving this email as a registered member of Morningstar.com and have asked to receive fea

You are receiving this email as a registered member of Morningstar.com and have asked to receive features, products and services from third party companies. This is a paid advertisement from the sponsor. {{my.inbox preview}} [VanEck Website] CAPABILITY | # [Charting the Moat Index’s Long-Term Track Record]( 1 CE CREDIT [Author Name (with link)](#) [Button]( Looking past August’s equity market volatility, the strength of Morningstar’s moat indexes lies in its forward-looking approach to selecting quality companies with long-term competitive advantages. This is showcased in the Morningstar Wide Moat Focus Index’s history of outperforming the S&P 500 over long holding periods—with a staggering 100% success rate over all 10-year rolling periods since its 2007 inception. [Insight Theme]( | 00 Min [Read Blog]( [Explore All [Capability] Insights](#) CAPABILITY | # [The Moat Show: Domino’s Pizza with Morningstar's Sean Dunlop]( 1 CE CREDIT [Author Name (with link)](#) [Button]( Did you know that 1 in 5 pizzas sold globally are sold by Domino’s? Explore Domino’s economic moat, its business strategies, and the state of its competitive positioning. [Insight Theme]( | 00 Min [Watch Video]( [Explore All [Capability] Insights](#) CAPABILITY | # [Invest in High Quality Companies at Attractive Prices, Powered by Morningstar]( 1 CE CREDIT [Author Name (with link)](#) [Button]( The VanEck Morningstar Moat suite of funds leverage Morningstar’s rigorous equity research and analysis to offer investors access to high quality companies with sustainable competitive advantages and attractive valuations, across a range of market segments. [Insight Theme]( | 00 Min [Download PDF]( [Explore All [Capability] Insights](#) CAPABILITY | # [Access SMID-Caps With Confidence]( 1 CE CREDIT [Author Name (with link)](#) [Button]( Small- and mid-cap (SMID-cap) stocks offer compelling return potential, but the lack of analyst coverage and research can lead to greater dispersion between a SMID-cap company’s stock price and fair value. Leveraging Morningstar’s equity research team, the VanEck Morningstar SMID Moat ETF (SMOT) provides focused exposure to SMID-cap stocks, targeting companies with long-term competitive advantages and attractive valuations. [Insight Theme]( | 00 Min [Read Blog]( [Explore All [Capability] Insights](#) CAPABILITY | # [The Story Behind Moat Investing’s Decade of Dominance vs. the S&P 500]( 1 CE CREDIT [Author Name (with link)](#) [Button]( Large cap U.S. equity strategies often fail to outperform the S&P 500. Morningstar’s moat investment philosophy, however, has done just that since 2007. Join this webcast to learn more for the MOAT ETF and the story behind Moat investing. [Insight Theme]( | 00 Min [Register Now]( [Explore All [Capability] Insights](#) CAPABILITY | # [Subscribe to VanEck Investment Insights]( 1 CE CREDIT [Author Name (with link)](#) [Button]( Get market insights when they matter. Don't miss out on the latest investment trends - subscribe to receive VanEck Investment Insights. [Insight Theme]( | 00 Min [Subscribe Now]( [Explore All [Capability] Insights](#) Stay Informed with More Investment Research Description copy nam dapibus nisl vitae elit [Subscribe Today]( [Subscribe Today]( Follow Us [Instagram]( [LinkedIn]( [Twitter]( [YouTube]( [Spotify]( [facebook]( Important Disclosures This content is intended for educational purposes only. Please note that the availability of the products mentioned may vary by country, and it is recommended to check with your local stock exchange. This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck or its other employees. The Morningstar® Wide Moat Focus IndexSM Intended to track the overall performance of attractively priced companies with sustainable competitive advantages according to Morningstar's equity research team. The Morningstar® US Small-Mid Cap Moat Focus IndexSM is intended to track the overall performance of small- and mid-cap companies with sustainable competitive advantages and attractive valuations according to Morningstar's equity research team. The S&P 500 Index consists of 500 widely held common stocks covering industrial, utility, financial and transportation sector; as an Index, it is unmanaged and is not a security in which investments can be made. The S&P SmallCap 600 Index represents small-cap US companies. The S&P Midcap 400 Index provides investors with a benchmark for mid-sized US companies. An investor cannot invest directly in an index. Returns reflect past performance and do not guarantee future results. Results reflect the reinvestment of dividends and capital gains, if any. Certain indices may take into account withholding taxes. Index returns do not represent Fund returns. The Index does not charge management fees or brokerage expenses, nor does the Index lend securities, and no revenues from securities lending were added to the performance shown. The Morningstar® Wide Moat Focus IndexSM and Morningstar® US Small-Mid Cap Moat Focus IndexSM were created and are maintained by Morningstar, Inc. Morningstar, Inc. does not sponsor, endorse, issue, sell, or promote the VanEck Morningstar Wide Moat ETF and VanEck Morningstar SMID Moat ETF and bears no liability with respect to those ETFs or any security. Morningstar® is a registered trademark of Morningstar, Inc. Morningstar® Wide Moat Focus IndexSM and Morningstar® US Small-Mid Cap Moat Focus IndexSM are service marks of Morningstar, Inc. Effective June 20, 2016, Morningstar implemented several changes to the Morningstar Wide Moat Focus Index construction rules. Among other changes, the index increased its constituent count from 20 stocks to at least 40 stocks and modified its rebalance and reconstitution methodology. These changes may result in more diversified exposure, lower turnover and longer holding periods for index constituents than under the rules in effect prior to this date. The S&P 500® Index is a product of S&P Dow Jones Indices LLC and/or its affiliates and has been licensed for use by Van Eck Associates Corporation. Copyright ©2023 S&P Dow Jones Indices LLC, a division of S&P Global, Inc., and/or its affiliates. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit . S&P® is a registered trademark of S&P Global and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC. Neither S&P Dow Jones Indices LLC, Dow Jones Trademark Holdings LLC, their affiliates nor their third party licensors make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and neither S&P Dow Jones Indices LLC, Dow Jones Trademark Holdings LLC, their affiliates nor their third party licensors shall have any liability for any errors, omissions, or interruptions of any index or the data included therein. An investment in the VanEck Morningstar SMID Moat ETF (SMOT) may be subject to risks which include, among others, risks related to investing in equity securities, small- and medium-capitalization companies, consumer discretionary sector, financials sector, health care sector, industrials sector, information technology sector, market, operational, high portfolio turnover, index tracking, authorized participant concentration, new fund, no guarantee of active trading market, trading issues, passive management, fund shares trading, premium/discount and liquidity of fund shares, non-diversified, and index-related concentration risks, all of which may adversely affect the Fund. Small- and medium-capitalization companies may be subject to elevated risks. An investment in the VanEck Morningstar Wide Moat ETF (MOAT) may be subject to risks which include, among others, risks related to investing in equity securities, consumer discretionary sector, health care sector, industrials sector, information technology sector, financials sector, medium-capitalization companies, market, operational, high portfolio turnover, index tracking, authorized participant concentration, no guarantee of active trading market, trading issues, passive management, fund shares trading, premium/discount risk and liquidity of fund shares, non-diversification and index-related concentration risks, all of which may adversely affect the Fund. Medium-capitalization companies may be subject to elevated risks. An investment in the Morningstar ESG Moat ETF (MOTE) may be subject to risks which include, among others, risks related to an ESG investing strategy, equity securities, consumer discretionary sector, financials sector, consumer staples sector, information technology sector, medium-capitalization companies, market, operational, high portfolio turnover, index tracking, authorized participant concentration, no guarantee of active trading market, trading issues, passive management, fund shares trading, premium/discount risk and liquidity of fund shares, non-diversified and index-related concentration risks, all of which may adversely affect the Fund. Medium-capitalization companies may be subject to elevated risks. An investment in the Morningstar International Moat ETF (MOTI) may be subject to risks which include, among others, risks related to investing in equity securities, communication services sector, consumer discretionary sector, financials sector, information technology sector, health care sector, medium-capitalization companies, foreign securities, foreign currency, emerging market issuers, special risk considerations of investing in Asian, Chinese, European and United Kingdom issuers, depositary receipts, cash transactions, market, operational, high portfolio turnover, index tracking, authorized participant concentration, no guarantee of active trading market, trading issues, passive management, fund shares trading, premium/discount risk and liquidity of fund shares, non-diversification and index-related concentration risks, all of which may adversely affect the Fund. Emerging market issuers and foreign securities may be subject to securities markets, political and economic, investment and repatriation restrictions, different rules and regulations, less publicly available financial information, foreign currency and exchange rates, operational and settlement, and corporate and securities laws risks. Medium-capitalization companies may be subject to elevated risks. An investment in the Morningstar Global Wide Moat ETF (MOTG) may be subject to risks which include, among others, risks related to investing in equity securities, industrials sector, financials sector, health care sector, consumer staples sector, information technology sector, medium-capitalization companies, foreign securities, foreign currency, special risk considerations of investing in Asian and European issuers, depositary receipts, cash transactions, market, operational, high portfolio turnover, index tracking, authorized participant concentration, no guarantee of active trading market, trading issues, passive management, fund shares trading, premium/discount risk and liquidity of fund shares, non-diversification and index-related concentration risks, all of which may adversely affect the Fund. Foreign investments are subject to risks, which include changes in economic and political conditions, foreign currency fluctuations, changes in foreign regulations, and changes in currency exchange rates which may negatively impact the Fund's returns. Medium-capitalization companies may be subject to elevated risks. You can lose money by investing in the VanEck Morningstar Wide Moat Fund. Any investment in the Fund should be part of an overall investment program rather than a complete program. The Fund is subject to risks which may include, but are not limited to, risks related to competitive advantage assessment, equity securities, financials sector, health care sector, high portfolio turnover, index tracking, industrials sector, industry concentration, information technology sector, market, medium-capitalization companies, non-diversification, operational, passive management, and underlying fund investments risk, all of which may adversely affect the Fund. Medium-capitalization companies may be subject to elevated risks. The Fund's assets may be concentrated in a particular sector and may be subject to more risk than investments in a diverse group of sectors. ESG integration is the practice of incorporating material environmental, social and governance (ESG) information or insights alongside traditional measures into the investment decision process to improve long term financial outcomes of portfolios. Unless otherwise stated within an active investment strategy’s investment objective, inclusion of this statement does not imply that an active investment strategy has an ESG-aligned investment objective, but rather describes how ESG information may be integrated into the overall investment process. ESG investing is qualitative and subjective by nature, and there is no guarantee that the factors utilized by VanEck or any judgment exercised by VanEck will reflect the opinions of any particular investor. Information regarding responsible practices is obtained through voluntary or third-party reporting, which may not be accurate or complete, and VanEck is dependent on such information to evaluate a company’s commitment to, or implementation of, responsible practices. Socially responsible norms differ by region. There is no assurance that the socially responsible investing strategy and techniques employed will be successful. An investment strategy may hold securities of issuers that are not aligned with ESG principles. Investing involves substantial risk and high volatility, including possible loss of principal. An investor should consider the investment objective, risks, charges and expenses of a Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, call 800.826.2333 or visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. Email Preferences and Privacy Policies This email was sent to {{lead.Email Address}} [Read our privacy policy]( © 2023 Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation / 666 Third Avenue / New York, NY 10017 / 800.826.2333 [View online]( | [Unsubscribe]( from future Advertising Products and Features email | [Update]( your email preferences If you have questions about Morningstar.com or your membership, please send a note to joe@morningstar.com. [Click here]( to learn about Morningstar's privacy policy. © 2023 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602

Marketing emails from morningstar.com

View More
Sent On

08/12/2024

Sent On

02/12/2024

Sent On

30/11/2024

Sent On

08/11/2024

Sent On

06/11/2024

Sent On

04/11/2024

Email Content Statistics

Subscribe Now

Subject Line Length

Data shows that subject lines with 6 to 10 words generated 21 percent higher open rate.

Subscribe Now

Average in this category

Subscribe Now

Number of Words

The more words in the content, the more time the user will need to spend reading. Get straight to the point with catchy short phrases and interesting photos and graphics.

Subscribe Now

Average in this category

Subscribe Now

Number of Images

More images or large images might cause the email to load slower. Aim for a balance of words and images.

Subscribe Now

Average in this category

Subscribe Now

Time to Read

Longer reading time requires more attention and patience from users. Aim for short phrases and catchy keywords.

Subscribe Now

Average in this category

Subscribe Now

Predicted open rate

Subscribe Now

Spam Score

Spam score is determined by a large number of checks performed on the content of the email. For the best delivery results, it is advised to lower your spam score as much as possible.

Subscribe Now

Flesch reading score

Flesch reading score measures how complex a text is. The lower the score, the more difficult the text is to read. The Flesch readability score uses the average length of your sentences (measured by the number of words) and the average number of syllables per word in an equation to calculate the reading ease. Text with a very high Flesch reading ease score (about 100) is straightforward and easy to read, with short sentences and no words of more than two syllables. Usually, a reading ease score of 60-70 is considered acceptable/normal for web copy.

Subscribe Now

Technologies

What powers this email? Every email we receive is parsed to determine the sending ESP and any additional email technologies used.

Subscribe Now

Email Size (not include images)

Font Used

No. Font Name
Subscribe Now

Copyright © 2019–2025 SimilarMail.