$WIDE
Wide Moat
Diversified
Wide Moat Index
Franchises competitors can't cross.
6 holdings·0.25% / yr·0 followers·Inception 2020-06-23
Min. investment $250
-1.82%
1Y return
Returns
1D
-0.23%
1W
+0.59%
1M
+6.65%
3M
-0.03%
6M
+2.54%
1Y
-0.72%
-0.72%/yr
3Y
+9.08%
+2.94%/yr
5Y
+5.17%
+1.01%/yr
10Y
+4.02%
+0.39%/yr
MAX
+11.11%
+0.96%/yr
Returns before the live inception date are backtested from the constituents' historical prices using the fund's versioned weights, and are clearly labeled on the chart.
Holdings
| Symbol | Company | Weight |
|---|---|---|
| AAPL | Apple Inc. | 18.0% |
| MSFT | Microsoft Corporation | 18.0% |
| V | Visa Inc. | 17.0% |
| COST | Costco Wholesale | 17.0% |
| HD | The Home Depot, Inc. | 15.0% |
| NFLX | Netflix, Inc. | 15.0% |
Strategy
Thesis
A diversified set of wide-moat businesses across sectors.
Methodology
Moat rating + valuation discipline; annual review.
Manager
LP
Lena Park
Wide-moat and dividend strategies for the long run.
Lena builds low-turnover portfolios of wide-moat franchises and reliable dividend payers.
Fee
0.25% / yr
Charged as an annual percentage of your invested assets, prorated daily and billed monthly.
Not investment advice. Managers are independent individuals. Past and backtested performance does not guarantee future results. Investing involves risk, including loss of principal. Read full disclosures.