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 | 2.19% | |||
| Dividend | MSHMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.93% | |||
| Asset Allocation | MSHMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 4.99% | |||
| Stock | 95.01% | |||
| U.S. Stock | 85.03% | |||
| Non-U.S. Stock | 9.98% | |||
| 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 | -1.74% | |||
| 30-Day Total Return | -0.65% | |||
| 60-Day Total Return | 1.60% | |||
| 90-Day Total Return | 8.11% | |||
| Year to Date Total Return | 18.95% | |||
| 1-Year Total Return | 23.17% | |||
| 2-Year Total Return | 44.13% | |||
| 3-Year Total Return | 62.97% | |||
| 5-Year Total Return | 78.84% | |||
| 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 | $15.08 | |||
| 1-Month High NAV | $15.58 | |||
| 52-Week Low NAV | $11.76 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $15.58 | |||
| 52-Week High Price (Date) | Aug 13, 2025 | |||
| Beta / Standard Deviation | MSHMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.18 | |||
| Standard Deviation | 19.82 | |||
| 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% | |||