MSHNX Mutual Fund

MSHNX Mutual Fund (MSIF Permanence Portfolio Class A) is managed by Morgan Stanley Investment Management. MSHNX expense ratio is 1.20%, holding 70 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2020-03-31.

MSHNX performance shows a YTD return of 1.48%. The 1-year return is 0.54% and the 5-year return is 6.91%. MSHNX dividend yield stands at 15.97%, paid annually.

MSHNX 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 MSHNX holdings, MSHNX sectors, or MSHNX dividends.

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