Moat Stocks’ Reign Over The S&P 500 Continues

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Bull Market Concept Neon S&P 500 Stock Market Sign with Green Up Arrow

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Moat stocks once again dominated the S&P 500 (SP500, SPX) in 2023, as the Moat Index surged 32.41% versus the S&P 500’s 26.3% gain in 2023.

U.S. equity markets ended 2023 on a high note in December with a

Source: Morningstar. As of 12/31/2023. Past performance is no guarantee of future results. Index performance is not representative of fund performance. It is not possible to invest directly in an index. Fund performance current to the most recent month end is available by visiting vaneck.com or by calling 800.826.2333.

Index Style Exposure Current Exposure Rebalance Change Relative to Russell 2500 Index
Value 34.8% +3.3% +4.7%
Core 51.4% -3.7% +9.7%
Growth 13.8% +0.4% -14.4%

Source: Morningstar. As of 12/15/2023. Index performance is not representative of fund performance. It is not possible to invest directly in an index.

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