MSHMX Mutual Fund

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 1.68%. The 1-year return is 0.90% and the 5-year return is 7.28%. MSHMX dividend yield stands at 15.98%, paid annually.

MSHMX top holdings include Cloudflare Inc (180 Day Lockup) (11.9%), Royalty Pharma Plc Class A Ordinary Share (6.2%), Royal Gold Inc (6.1%), Qxo, Inc. (6.1%), Core & Main Lp 144a (4.9%). Go to all MSHMX holdings, MSHMX sectors, or MSHMX dividends.

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