MOWNX Mutual Fund

MOWNX Mutual Fund (Moerus Worldwide Fund Class N) is managed by Moerus Funds with $11.9M in net assets. MOWNX expense ratio is 1.51%, holding 43 positions across sectors including Materials, Financials, Energy. Inception date: 2016-05-31.

MOWNX performance shows a YTD return of 0.34%. The 1-year return is 8.02% and the 5-year return is 25.13%. MOWNX dividend yield stands at 4.84%, paid annually.

MOWNX top holdings include Morgan Stanley Institutional Liquidity Funds - Treasury Securities Portfolio (7.1%), Dundee Corp -cl A Common Stock (4.3%), Natura Cosmeticos Sa (3.8%), Greenfire Resources Ltd Common Stock - Restricted (3.3%), Exor Nv (3.2%). 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.