MSHPX – Morgan Stanley Inst Permanence R6 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal market conditions, the Adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of established companies located in the United States, with capitalizations within the range of companies included in the S&P 500® Index. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. In selecting securities for investment, the Adviser typically invests in companies the advisor believes have strong name recognition and sustainable competitive advantages.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MSHMX	Morgan Stanley Institutional Fund, Inc. Permanence Portfolio Class I	Institutional	Open			Mar 31, 2020	$3.12M	0.850%	High	$1M	−$1.62M
MSHNX	Morgan Stanley Institutional Fund, Inc. Permanence Portfolio Class A	Front Load	Open			Mar 31, 2020	$548,256.00	1.200%	High	$1,000	−$126,073.26
MSHOX	Morgan Stanley Institutional Fund, Inc. Permanence Portfolio Class C	Level Load	Open			Mar 31, 2020	$39,341.00	1.950%	High	$1,000	$330.55
MSHPX	Morgan Stanley Institutional Fund, Inc. Permanence Portfolio Class R6	Retirement, Large	Open			Mar 31, 2020	$85,472.00	0.800%	High	$5M	$1,144.92

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