MSHOX Mutual Fund

MSHOX Mutual Fund (MSIF Permanence Portfolio Class C) is managed by Morgan Stanley Investment Management. MSHOX expense ratio is 1.95%, holding 82 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2020-03-31.

MSHOX performance shows a YTD return of 1.06%. The 1-year return is -0.23% and the 5-year return is 6.12%. MSHOX dividend yield stands at 15.46%, paid annually.

MSHOX top holdings include Cloudflare Inc (180 Day Lockup) (13.4%), Royalty Pharma Plc Class A Ordinary Share (9.6%), Qxo, Inc. (5.6%), Madison Air Solutions Corp Class A (5.2%), Core & Main Inc Class A (4.5%). Go to all MSHOX holdings, MSHOX sectors, or MSHOX dividends.

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