MGEUMFUN Morningstar Global ex-US Moat Focus Index

The Index is an equal-weighted index intended to offer exposure to 50 attractively priced companies outside the U.S. with sustainable competitive advantages according to Morningstar's equity research team. To be eligible for the index, all constituents must meet the following criteria 1) The Company is assigned an economic moat rating of wide or narrow by Morningstar's Equity Research team; 2) Eligible securities are ranked by the percentage change in price from 12 months ago. The securities in the bottom 20% are screened out; 3) From among the remaining companies, those representing the lowest current market price/fair value ratios are included in the index until the number of constituents reaches 50.

As of 03/31/2023

Index Information
Provider:     Morningstar
Category1:  Global Equity
Category2:  Global ex-US
Category3:  Multi-cap
Currency:    USD
Inception date:  03/25/2015
Backtesting data exists:   Yes
Weighting methodology:   Equal weighted
Methdology guide:  Read PDF
Number of holdings:  50

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