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Morningstar

Morgan Stanley Inst Permanence I MSHMX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 13.76  /  +1.47 %
  • Total Assets 4.4 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 100%

USD | NAV as of May 16, 2024 | 1-Day Return as of May 16, 2024, 12:13 AM GMT+0

Morningstar’s Analysis MSHMX

Will MSHMX outperform in 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 MSHMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MSHMX 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 MSHMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Morgan Stanley Inst Permanence I’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MSHMX

More MSHMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

9.43 434,283
Technology

Floor & Decor Holdings Inc Class A

6.38 293,978
Consumer Cyclical

Intercontinental Exchange Inc

5.54 255,208
Financial Services

Procore Technologies Inc

5.04 232,212
Technology

Royalty Pharma PLC Class A

4.99 229,810
Healthcare

Union Pacific Corp

4.87 224,534
Industrials

Danaher Corp

4.85 223,499
Healthcare

American Tower Corp

4.69 215,966
Real Estate

On Holding AG

4.32 198,800
Consumer Cyclical

Eurofins Scientific SE

3.72 171,545
Healthcare