MOWNX Mutual Fund

MOWNX Mutual Fund (Moerus Worldwide Fund Class N) is managed by Moerus Funds with $13.0M in net assets. MOWNX expense ratio is 1.51%, holding 42 positions across sectors including Financials, Materials, Consumer Discretionary. Inception date: 2016-05-31.

MOWNX performance shows a YTD return of 5.82%. The 1-year return is 11.88% and the 5-year return is 29.52%. MOWNX dividend yield stands at 4.59%.

MOWNX top holdings include Cash Offsets For Shorts & Derivatives (7.2%), Natura Cosmeticos Sa (4.0%), Greenfire Resources Ltd Common Stock - Restricted (3.6%), Exor Nv (3.2%), Grupo Financiero Galicia Sa (argentina) Adr (3.1%). 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.