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Morgan Stanley Institutional Fund, Inc. - Permanence Portfolio (MSHNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.71+0.04 (+0.29%)
At close: 08:00PM EST

Morgan Stanley Institutional Fund, Inc. - Permanence Portfolio

New York, NY 10036

522 Fifth Avenue

Morgan Stanley Institutional Fund Inc

Management information
Sandeep (Sam) G. Chainani,Lead manager since 30 March 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
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyMorgan Stanley
Net assets4.39M
YTD return26.11%
Yield0.00%
Morningstar rating★★★
Inception date30 Mar 2020

Fund operations

Last dividend0.11
Last cap gain4.00
Holdings turnover57.00%
Average for categoryN/A

Fees and expenses

ExpenseMSHNXCategory average
Annual report expense ratio (net)0.80%0.99%
Prospectus net expense ratio0.80%N/A
Prospectus gross expense ratio12.68%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A