ETFdb Realtime Rating & Analyst Report for WMW
WMW is a passive ETN that seeks to replicate the Morningstar Wide Moat Focus Total Return Index. The Index is derived from the universe of companies that Morningstar determines have wide moats. A wide-moat company is one that has a maintainable return on invested capital exceeding cost of capital and a sustainable competitive advantage. The Index is comprised of the common stocks of the twenty eligible companies within the Morningstar Wide Moat universe that have the highest ratio of fair value to stock price. The Index is a subset of the Morningstar US Market Index, a market index representing approximately 97% of U.S. equity market capitalization.
| ETFdb Category | Expense Ratio | Inception Date | Issuer | Structure | YTD Return * |
|---|---|---|---|---|---|
| All Cap Equities | 0.75% | 2007-10-17 | ELEMENTS | ETN | +4.71% |
* As of 05-24-2012
WMW Realtime Rating: By Metric
| Metric | Metric Realtime Rating | A+ Metric Rated ETF |
|---|---|---|
| Liquidity | B | VTI |
| Expenses | C | FMU |
| Performance |  |
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| Volatility | |
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| Dividend | |
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| Concentration | |
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The first adjacent table gives investors an individual Realtime Rating for WMW on several different metrics, including liquidity, expenses, performance, volatility, dividend, and concentration of holdings. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the All Cap Equities ETFdb Category with the highest Metric Realtime Rating for each individual field.
WMW Realtime Rating: Overall
| ETFdb Rating Type | Overall Rating | A+ Overall Rated ETF |
|---|---|---|
| Realtime Rating (Overall) | |
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The second table shows the overall Realtime Rating for WMW, as well as the A+ Overall Rated ETF in WMW's Category. To view information on how the ETFdb Realtime Ratings work, click here.
ETFdb Analyst Report for WMW
This ETN tracks an index of companies that have 'wide moats' or sustainable competitive advantages that are very difficult for competitors to breach. These firms could make for great long term picks as they generally rely on either brand name power, have high switching costs, or use the 'network...
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