MOWNX Mutual Fund
MOWNX Mutual Fund
Moerus Worldwide Fund Class N

MOWNX Mutual Fund Overview
MOWNX Mutual Fund (Moerus Worldwide Fund Class N) is managed by Moerus Funds with $12.9M in net assets. MOWNX expense ratio is 1.51%, holding 41 positions across sectors including Unknown, Materials, Real Estate. Inception date: 2016-05-31.
MOWNX performance shows a YTD return of 4.23%. The 1-year return is 22.68% and the 5-year return is 18.37%. MOWNX dividend yield stands at 9.76%, paid annually.
MOWNX top holdings include Morgan Stanley Institutional Liquidity Funds - Treasury Securities Portfolio (8.2%), Natura Cosmeticos Sa (4.7%), Valaris Plc (4.3%), Dundee Corp -cl A Common Stock (4.2%), Anglo Platinum Ltd (4.0%). View all MOWNX holdings, sector breakdown, or dividend history.
MOWNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MOWNX alternatives are available via the screener, along with tax-loss harvesting opportunities.