Morgan Stanley Inst Permanence C (MSHOX)

Fund Assets	3.77M
Expense Ratio	1.88%
Min. Investment	$1,000
Turnover	61.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	12.82
YTD Return	2.93%
1-Year Return	-0.36%
5-Year Return	35.69%
52-Week Low	11.69
52-Week High	14.79
Beta (5Y)	n/a
Holdings	83
Inception Date	Mar 31, 2020

About MSHOX

Morgan Stanley Institutional Fund, Inc. Permanence Portfolio Class C is an actively managed mutual fund that targets long-term capital appreciation by investing primarily in established U.S. companies. The fund’s strategy focuses on identifying businesses that demonstrate efficient scale, strong brand recognition, and sustainable competitive advantages. Emphasis is placed on firms with above-average business visibility, solid balance sheets, and the capacity to generate high returns on invested capital. The portfolio typically aligns with the large growth category, often tracking companies across various sectors that are leaders in their industries and poised for enduring success. Class C shares are structured with a deferred sales charge, catering to investors seeking active management without large up-front costs. The fund’s management team applies a disciplined investment approach, seeking to deliver performance by capitalizing on durable business models while balancing risk and reward. Its benchmark is the S&P 500 Index, underscoring its relevance to investors interested in broad U.S. equity market exposure. The Permanence Portfolio plays a role as a growth-oriented component within diversified investment allocations, appealing to those who prioritize quality and consistency in their equity holdings.

• Fund Family: Morgan Stanley
• Category: Large-Cap Core
• Performance Rating: Below Average
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: MSHOX
• Share Class: Class C

Performance

MSHOX had a total return of -0.36% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.07%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MSHPX	Class R6	0.80%
MSHMX	Class I	0.85%
MSHNX	Class A	1.20%

Top 10 Holdings

54.28% of assets

Name	Symbol	Weight
Cloudflare, Inc.	NET	13.36%
Royalty Pharma plc	RPRX	9.63%
QXO, Inc.	QXO	5.63%
Madison Air Solutions Corporation	MAIR	5.23%
Core & Main, Inc.	CNM	4.46%
Medline Inc.	MDLN	4.15%
DoorDash, Inc.	DASH	4.02%
Tesla, Inc.	TSLA	2.75%
Celsius Holdings, Inc.	CELH	2.53%
Verisk Analytics, Inc.	VRSK	2.51%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 11, 2025	$2.03806	Dec 11, 2025
Dec 11, 2024	$1.64862	Dec 11, 2024
Dec 11, 2023	$1.28963	Dec 11, 2023
Dec 12, 2022	$0.26997	Dec 12, 2022
Dec 13, 2021	$2.53806	Dec 13, 2021
Dec 11, 2020	$0.86097	Dec 11, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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