Morgan Stanley Institutional Fund, Inc. Permanence Portfolio Class C
MSHOX
NASDAQ
Weiss Ratings | MSHOX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | MSHOX-NASDAQ | Click to Compare |
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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 | MSHOX-NASDAQ | Click to Compare |
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Fund Name | Morgan Stanley Institutional Fund, Inc. Permanence Portfolio Class C | |||
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 | 1,000.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | 0.01 | |||
Dividends and Shares | MSHOX-NASDAQ | Click to Compare |
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Dividend Yield | 1.11% | |||
Dividend | MSHOX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.27% | |||
Asset Allocation | MSHOX-NASDAQ | Click to Compare |
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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 | MSHOX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.60% | |||
30-Day Total Return | 7.59% | |||
60-Day Total Return | 15.05% | |||
90-Day Total Return | 21.36% | |||
Year to Date Total Return | 19.57% | |||
1-Year Total Return | 28.51% | |||
2-Year Total Return | 38.59% | |||
3-Year Total Return | 73.44% | |||
5-Year Total Return | 85.92% | |||
Price | MSHOX-NASDAQ | Click to Compare |
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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 | MSHOX-NASDAQ | Click to Compare |
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Nav | -- | |||
1-Month Low NAV | $13.69 | |||
1-Month High NAV | $14.55 | |||
52-Week Low NAV | $11.21 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $14.55 | |||
52-Week High Price (Date) | Jun 30, 2025 | |||
Beta / Standard Deviation | MSHOX-NASDAQ | Click to Compare |
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Beta | 1.19 | |||
Standard Deviation | 20.52 | |||
Balance Sheet | MSHOX-NASDAQ | Click to Compare |
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Total Assets | 5.51M | |||
Operating Ratios | MSHOX-NASDAQ | Click to Compare |
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Expense Ratio | 1.95% | |||
Turnover Ratio | 74.00% | |||
Performance | MSHOX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 12.57% | |||
Last Bear Market Total Return | -15.67% | |||