MOWIX Mutual Fund

MOWIX Mutual Fund (Moerus Worldwide Fund Institutional Class) is managed by Moerus Funds with $305.8M in net assets. MOWIX expense ratio is 1.26%, holding 42 positions across sectors including Financials, Materials, Consumer Discretionary. Inception date: 2016-05-31.

MOWIX performance shows a YTD return of 13.89%. The 1-year return is 25.54% and the 5-year return is 21.09%. MOWIX dividend yield stands at 9.15%, paid annually.

MOWIX top holdings include Cash Offsets For Shorts & Derivatives (7.2%), Natura Cosmeticos Sa (4.0%), Greenfire Resources Ltd Common Stock - Restricted (3.6%), Exor Nv (3.2%), Grupo Financiero Galicia Sa (argentina) Adr (3.1%). Go to all MOWIX holdings, MOWIX sectors, or MOWIX dividends.

MOWIX can be compared against other funds. Use MOWIX overlap to find shared positions, or MOWIX vs another fund for a side-by-side view. MOWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.