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Morgan Stanley Inst Permanence R6 (MSHPX)
12.09
-0.56
(-4.43%)
At close: April 4 at 8:01:40 PM EDT
Fund Summary
Under normal market conditions, the Adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of established companies located in the United States, with capitalizations within the range of companies included in the S&P 500® Index. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. In selecting securities for investment, the Adviser typically invests in companies the advisor believes have strong name recognition and sustainable competitive advantages.
Morgan Stanley Inst Permanence R6
New York, NY 10036
522 Fifth Avenue
Fund Overview
| Category | Large Growth |
| Fund Family | Morgan Stanley |
| Net Assets | 4.67M |
| YTD Return | 1.64% |
| Yield | 2.58% |
| Morningstar Rating | |
| Inception Date | Mar 31, 2020 |
Fund Operations
| Last Dividend | 0.37 |
| Last Cap Gain | 9.00 |
| Holdings Turnover | 74.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | MSHPX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.80% | 0.99% |
| Prospectus Net Expense Ratio | 0.80% | -- |
| Prospectus Gross Expense Ratio | 11.18% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.36% |
| Max Deferred Sales Load | -- | 1.33% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Sandeep (Sam) G. Chainani, Lead Manager since March 31, 2020
Sam Chainani is an investor for the Counterpoint Global team. He joined Morgan Stanley in 1996 and has been with financial industry since 1996. Sam joined the team as an investor in 2000. Previously, he was a strategy specialist for our Inception and Discovery strategies. Sam received a B.S. in management with a concentration in finance from Binghamton University. He holds the Chartered Financial Analyst designation. Morningstar Style Box
Morningstar Category
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