MOWIX Mutual Fund

MOWIX Mutual Fund (Moerus Worldwide Fund Institutional Class) is managed by Moerus Funds with $311.0M in net assets. MOWIX expense ratio is 1.26%, holding 41 positions across sectors including Materials, Financials, Real Estate. Inception date: 2016-05-31.

MOWIX performance shows a YTD return of 7.79%. The 1-year return is 25.48% and the 5-year return is 19.50%. MOWIX dividend yield stands at 9.67%, paid annually.

MOWIX top holdings include Natura Cosmeticos Sa (4.8%), Dundee Corp -cl A Common Stock (3.7%), Greenfire Resources Ltd Common Stock - Restricted (3.7%), Cromwell Property Group (3.4%), Morgan Stanley Institutional Liquidity Funds - Treasury Securities Portfolio (3.3%). 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.