MSHPX Mutual Fund

MSHPX Mutual Fund (MSIF Permanence Portfolio Class R6) is managed by Morgan Stanley Investment Management. MSHPX expense ratio is 0.80%, holding 70 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2020-03-31.

MSHPX performance shows a YTD return of 1.76%. The 1-year return is 0.95% and the 5-year return is 7.33%. MSHPX dividend yield stands at 16.00%, paid annually.

MSHPX 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 MSHPX holdings, MSHPX sectors, or MSHPX dividends.

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