MSHPX Mutual Fund

MSHPX Mutual Fund (MSIF Permanence Portfolio Class R6) is managed by Morgan Stanley Investment Management with $100,000 in net assets. MSHPX expense ratio is 0.80%, holding 83 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2020-03-31.

MSHPX performance shows a YTD return of 3.67%. The 1-year return is 1.51% and the 5-year return is 8.42%. MSHPX dividend yield stands at 15.57%, paid annually.

MSHPX 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 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.