About MSHPX
Morgan Stanley Institutional Fund, Inc. Permanence Portfolio Class R6 is an open-end mutual fund designed for institutional and large-scale investors, requiring a substantial minimum initial investment. The fund focuses on long-term capital appreciation by investing in a diversified portfolio of equity securities, primarily within the United States. It seeks to identify companies with durable business models and sustainable competitive advantages, prioritizing those that demonstrate resilience and strong growth potential across various market cycles.
Comprising approximately 60 holdings, the portfolio includes notable positions in sectors such as technology, healthcare, and real estate, with top allocations to companies like Cloudflare Inc, Celsius Holdings Inc, and American Tower Corp. The fund maintains a high active share, reflecting a strategy that is meaningfully distinct from the broader market index. Designed for sophisticated investors such as defined contribution and benefit plans, it leverages in-depth fundamental analysis to capture long-term value amid market volatility. In the broader financial market, this fund serves as a vehicle for institutions seeking focused exposure to companies positioned for long-term operational permanence and growth.
Fund Family Morgan Stanley
Category Large-Cap Core
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol MSHPX
Share Class Class R6
MSHPX had a total return of 2.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.67%.
