Morgan Stanley Inst Permanence C 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.
Morgan Stanley Institutional Fund, Inc. Permanence Portfolio Class C MSHOX
- NAV / 1-Day Return 12.56 / −2.07 %
- Total Assets 3.8M
-
Adj. Expense Ratio
1.950%
- Expense Ratio 1.940%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Large Growth
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 61%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 10:48 PM GMT+0
Morningstar’s Analysis MSHOX
Will MSHOX 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 MSHOX 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 MSHOX’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