MSHMX Mutual Fund
MSHMX Mutual Fund
MSIF Permanence Portfolio Class I
MSHMX Mutual Fund Overview
MSHMX Mutual Fund (MSIF Permanence Portfolio Class I) is managed by Morgan Stanley Investment Management. MSHMX expense ratio is 0.85%, holding 70 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2020-03-31.
MSHMX performance shows a YTD return of 2.68%. The 1-year return is 1.62% and the 5-year return is 8.43%. MSHMX dividend yield stands at 15.83%, paid annually.
MSHMX top holdings include Cloudflare Inc (11.9%), Rpi International Holdings Lp P/P (6.2%), Royal Gold Inc (6.1%), Qxo Inc Pipe 0.00000000 (6.1%), Core & Main Lp 144a (4.9%). View all MSHMX holdings, sector breakdown, or dividend history.
MSHMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MSHMX alternatives are available via the screener, along with tax-loss harvesting opportunities.