Morgan Stanley Inst Permanence C (MSHOX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

13.06

-0.03 (-0.23%)

At close: Aug 26, 2026

-10.61% (1Y)

Fund Assets	3.74M
Expense Ratio	1.95%
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	13.09
YTD Return	6.44%
1-Year Return	3.87%
5-Year Return	39.71%
52-Week Low	11.69
52-Week High	14.99
Beta (5Y)	n/a
Holdings	86
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 Growth

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 3.87% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.00%.

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

55.67% of assets

Name	Symbol	Weight
Cloudflare, Inc.	NET	13.70%
Royalty Pharma plc	RPRX	9.87%
QXO, Inc.	QXO	5.78%
Madison Air Solutions Corporation	MAIR	5.36%
Core & Main, Inc.	CNM	4.58%
Medline Inc.	MDLN	4.26%
DoorDash, Inc.	DASH	4.12%
Tesla, Inc.	TSLA	2.82%
Celsius Holdings, Inc.	CELH	2.60%
Verisk Analytics, Inc.	VRSK	2.57%

View More Holdings

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

Full Dividend History