Morgan Stanley Institutional Fund, Inc. Permanence Portfolio Class I
MSHMX
NASDAQ
Weiss Ratings | MSHMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | MSHMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Provider | Morgan Stanley | |||
Manager/Tenure (Years) | Sandeep (Sam) G. Chainani (5), David S. Cohen (5), Manas Gautam (5), 4 others | |||
Website | http://www.morganstanley.com | |||
Fund Information | MSHMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Fund Name | Morgan Stanley Institutional Fund, Inc. Permanence Portfolio Class I | |||
Category | Large Growth | |||
Sub-Category | US Equity Large Cap Growth | |||
Prospectus Objective | Growth | |||
Inception Date | Mar 31, 2020 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000,000.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | MSHMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield | 2.18% | |||
Dividend | MSHMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield (Forward) | 1.27% | |||
Asset Allocation | MSHMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Cash | 4.84% | |||
Stock | 95.16% | |||
U.S. Stock | 84.09% | |||
Non-U.S. Stock | 11.07% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | MSHMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
7-Day Total Return | 1.65% | |||
30-Day Total Return | 7.70% | |||
60-Day Total Return | 15.30% | |||
90-Day Total Return | 21.69% | |||
Year to Date Total Return | 20.36% | |||
1-Year Total Return | 30.01% | |||
2-Year Total Return | 41.78% | |||
3-Year Total Return | 79.37% | |||
5-Year Total Return | 96.63% | |||
Price | MSHMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | MSHMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Nav | -- | |||
1-Month Low NAV | $14.40 | |||
1-Month High NAV | $15.31 | |||
52-Week Low NAV | $11.76 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $15.33 | |||
52-Week High Price (Date) | Dec 09, 2024 | |||
Beta / Standard Deviation | MSHMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Beta | 1.19 | |||
Standard Deviation | 20.50 | |||
Balance Sheet | MSHMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Total Assets | 5.51M | |||
Operating Ratios | MSHMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Expense Ratio | 0.85% | |||
Turnover Ratio | 74.00% | |||
Performance | MSHMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Last Bull Market Total Return | 13.30% | |||
Last Bear Market Total Return | -15.49% | |||