MOWIX Mutual Fund
MOWIX Mutual Fund
Moerus Worldwide Fund Institutional Class
MOWIX Mutual Fund Overview
MOWIX Mutual Fund (Moerus Worldwide Fund Institutional Class) is managed by Moerus Funds with $295.5M in net assets. MOWIX expense ratio is 1.26%, holding 41 positions across sectors including Unknown, Materials, Real Estate. Inception date: 2016-05-31.
MOWIX performance shows a YTD return of 4.36%. The 1-year return is 23.04% and the 5-year return is 18.67%. MOWIX dividend yield stands at 9.89%, paid annually.
MOWIX top holdings include Morgan Stanley Institutional Liquidity Funds - Treasury Securities Portfolio (8.2%), Natura Cosmeticos Sa (4.7%), Valaris Plc (4.3%), Dundee Corp -cl A Common Stock (4.2%), Anglo Platinum Ltd (4.0%). View all MOWIX holdings, sector breakdown, or dividend history.
MOWIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MOWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.