A competitive niche is sometimes a good source of moat for smaller businesses. To assess niche-market moat, investor may want to examine the company's ROIC as well as why larger-scale players cannot ...

Small-cap stocks are staging a mini-rally: The Morningstar US Small Cap Index has gained nearly 3 percentage points more than the Morningstar US Large Cap Index during the trailing three months as of ...

VanEck Morningstar Wide Moat ETF constructs its portfolio by including wide moat stocks with attractive valuations. The fund has lower exposure to technology stocks, and this may dampen its growth ...

Think the stock market’s big rally has been concentrated among a small group of names? You’d be right. But it’s not just because of the “Magnificent Seven.” There’s another relatively narrow set of ...

Investors have long been drawn to companies with monopoly-like characteristics — those companies with attributes that make them dominant in their markets with little effective competition. Such firms ...