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Morgan Stanley Inst Permanence R6 MSHPX

Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 14.39  /  +0.77 %
  • Total Assets 4.6 Mil
  • Adj. Expense Ratio
    0.800%
  • 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.

Morgan Stanley Inst Permanence R6’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.

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Portfolio Holdings MSHPX

  • 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