MOWNX Mutual Fund

MOWNX Mutual Fund (Moerus Worldwide Fund Class N) is managed by Moerus Funds with $16.4M in net assets. MOWNX expense ratio is 1.51%, holding 41 positions across sectors including Materials, Financials, Real Estate. Inception date: 2016-05-31.

MOWNX performance shows a YTD return of 7.63%. The 1-year return is 25.14% and the 5-year return is 19.19%. MOWNX dividend yield stands at 9.55%, paid annually.

MOWNX 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 MOWNX holdings, MOWNX sectors, or MOWNX dividends.

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