MSHPX Mutual Fund
MSHPX Mutual Fund
MSIF Permanence Portfolio Class R6

MSHPX Mutual Fund Overview
MSHPX Mutual Fund (MSIF Permanence Portfolio Class R6) is managed by Morgan Stanley Investment Management. MSHPX expense ratio is 0.80%, holding 70 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2020-03-31.
MSHPX performance shows a YTD return of 2.60%. The 1-year return is 1.73% and the 5-year return is 8.49%. MSHPX dividend yield stands at 15.84%, paid annually.
MSHPX top holdings include Net Cloudflare Inc (11.9%), Rpi International Holdings Lp P/P (6.2%), Royal Gold Inc (6.1%), Qxo, Inc. (6.1%), CORE & MAIN INC CLASS A (4.9%). View all MSHPX holdings, sector breakdown, or dividend history.
MSHPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MSHPX alternatives are available via the screener, along with tax-loss harvesting opportunities.