The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Morgan Stanley Inst Permanence R6 MSHPX
- NAV / 1-Day Return 14.39 / +0.77 %
- Total Assets 4.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Large Growth
- Investment Style Mid Growth
- Min. Initial Investment 5.0 Mil
- Status Open
- TTM Yield —
- Turnover 100%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:20 PM GMT+0
Morningstar’s Analysis MSHPX
Will MSHPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Cloudflare Inc | 11.05 | 477,413 | Technology |
Floor & Decor Holdings Inc Class A | 6.08 | 262,835 | Consumer Cyclical |
Intercontinental Exchange Inc | 5.74 | 247,741 | Financial Services |
Amazon.com Inc | 5.47 | 236,267 | Consumer Cyclical |
Union Pacific Corp | 5.11 | 220,812 | Industrials |
Royalty Pharma PLC Class A | 4.94 | 213,203 | Healthcare |
Danaher Corp | 4.88 | 210,982 | Healthcare |
Eurofins Scientific SE | 3.79 | 163,864 | Healthcare |
American Tower Corp | 3.61 | 156,081 | Real Estate |
Rentokil Initial PLC | 3.58 | 154,428 | Industrials |