Morgan Stanley Inst Permanence I holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Morgan Stanley Institutional Fund, Inc. Permanence Portfolio Class I MSHMX
- NAV / 1-Day Return 13.43 / +1.67 %
- Total Assets 3.8M
-
Adj. Expense Ratio
0.850%
- Expense Ratio 0.840%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Growth
- Investment Style Mid Growth
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.54%
- Turnover 61%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis MSHMX
Will MSHMX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 56.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cloudflare Inc | 14.07 | 526,373 | Technology |
Royalty Pharma PLC Class A | 8.50 | 317,945 | Healthcare |
QXO Inc | 6.53 | 244,459 | Industrials |
Morgan Stanley InstlLqdty TrsSecs Instl | 5.37 | 200,995 | Cash and Equivalents |
Medline Inc Ordinary Shares - Class A | 5.06 | 189,303 | Healthcare |
Core & Main Inc Class A | 4.50 | 168,503 | Industrials |
Spotify Technology SA | 4.10 | 153,232 | Communication Services |
Copart Inc | 3.55 | 132,800 | Industrials |
Verisk Analytics Inc | 3.54 | 132,446 | Industrials |
MSCI Inc | 3.47 | 129,901 | Financial Services |
United States