MOWIX Mutual Fund
MOWIX Mutual Fund
NAV$23.07
AUM$318M
TER1.26%
Holdings43
See how much of MOWIX you already own
MOWIX Mutual Fund
NAV$23.07
Moerus Worldwide Fund Institutional Class
AUM$318M
TER1.26%
Holdings43
See how much of MOWIX you already own
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 43 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.