MGKIX Mutual Fund

MGKIX Mutual Fund (Morgan Stanley Global Permanence Portfolio Class I) is managed by Morgan Stanley Investment Management with $3.6M in net assets. MGKIX expense ratio is 1.00%, holding 52 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2019-04-30.

MGKIX performance shows a YTD return of 2.66%. The 1-year return is 0.38% and the 5-year return is 7.01%. MGKIX dividend yield stands at 20.57%, paid annually.

MGKIX top holdings include Cloudflare Inc (180 Day Lockup) (13.2%), Royalty Pharma Plc Class A Ordinary Share (8.6%), Canadian Natl Railway Co (4.7%), Eurofins Scientific Se (4.7%), Qxo, Inc. (4.7%). Go to all MGKIX holdings, MGKIX sectors, or MGKIX dividends.

MGKIX can be compared against other funds. Use MGKIX overlap to find shared positions, or MGKIX vs another fund for a side-by-side view. MGKIX alternatives are available via the screener, along with tax-loss harvesting opportunities.