MSHOX Mutual Fund
MSHOX Mutual Fund
MSIF Permanence Portfolio Class C
MSHOX Mutual Fund Overview
MSHOX Mutual Fund (MSIF Permanence Portfolio Class C) is managed by Morgan Stanley Investment Management. MSHOX expense ratio is 1.95%, holding 70 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2020-03-31.
MSHOX performance shows a YTD return of 2.11%. The 1-year return is 0.47% and the 5-year return is 7.24%. MSHOX dividend yield stands at 16.20%, paid annually.
MSHOX 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 MSHOX holdings, sector breakdown, or dividend history.
MSHOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MSHOX alternatives are available via the screener, along with tax-loss harvesting opportunities.