Morningstar

Morgan Stanley Institutional Fund, Inc. Permanence Portfolio Class R6 MSHPX

Morningstar Medalist Rating
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Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $13.90  /  +0.14 %
  • Fund Size $3.9M
  • Adjusted Expense Ratio 0.800%
  • Net Expense Ratio 0.790%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.60%
  • Turnover Ratio 61%
NAV and 1-Day Return as of

Morningstar’s Analysis MSHPX

Will MSHPX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSHPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MSHPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MSHPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Morgan Stanley Inst Permanence R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MSHPX

More MSHPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

13.70 504,050
Technology

Royalty Pharma PLC Class A

9.87 363,053
Healthcare

QXO Inc

5.78 212,509
Industrials

Madison Air Solutions Corp Class A

5.36 197,184
Industrials

Core & Main Inc Class A

4.58 168,344
Industrials

Medline Inc Ordinary Shares - Class A

4.26 156,695
Healthcare

DoorDash Inc Ordinary Shares - Class A

4.12 151,499
Consumer Cyclical

Tesla Inc

2.82 103,888
Consumer Cyclical

Celsius Holdings Inc

2.60 95,599
Consumer Defensive

Verisk Analytics Inc

2.57 94,612
Industrials

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