May 24, 2024

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Moat shares as soon as once more dominated the S&P 500 (SP500, SPX) in 2023, because the Moat Index surged 32.41% versus the S&P 500’s 26.3% achieve in 2023.

U.S. fairness markets ended 2023 on a excessive observe in December with a

Supply: Morningstar. As of 12/31/2023. Previous efficiency is not any assure of future outcomes. Index efficiency is just not consultant of fund efficiency. It’s not attainable to speculate straight in an index. Fund efficiency present to the latest month finish is accessible by visiting vaneck.com or by calling 800.826.2333.

Index Fashion Publicity Present Publicity Rebalance Change Relative to Russell 2500 Index
Worth 34.8% +3.3% +4.7%
Core 51.4% -3.7% +9.7%
Progress 13.8% +0.4% -14.4%

Supply: Morningstar. As of 12/15/2023. Index efficiency is just not consultant of fund efficiency. It’s not attainable to speculate straight in an index.