MOWIX Mutual Fund
MOWIX Mutual Fund
NAV$22.96
AUM$296M
TER1.26%
Holdings41
MOWIX Mutual Fund
NAV$22.96
Moerus Worldwide Fund Institutional Class
AUM$296M
TER1.26%
Holdings41
MOWIX Mutual Fund Overlap Analysis
MOWIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MOWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, MOWIX may share significant positions with broad-market funds.
MOWIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MOWIX tax-loss harvesting finds highly correlated but non-identical funds.