Morgan Stanley Inst Permanence Portfolio I (MSHMX)
13.89
-0.06
(-0.43%)
USD |
Aug 24 2026
MSHMX Asset Allocations & Exposures
Asset Allocation
As of June 30, 2026.
| Type | % Net |
|---|---|
| Cash | 0.08% |
| Stock | 94.51% |
| Bond | 1.16% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 4.25% |
Market Capitalization
As of June 30, 2026
| Large | 24.93% |
| Mid | 33.43% |
| Small | 41.64% |
Region Exposure
| Americas | 91.78% |
|---|---|
|
North America
|
91.78% |
| Canada | 2.70% |
| United States | 89.08% |
|
Latin America
|
0.00% |
As of June 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 3.94% |
|---|---|
| United Kingdom | 0.73% |
|
Europe Developed
|
2.67% |
| Ireland | 0.30% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.55% |
| Israel | 0.55% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 4.28% |
|---|
Stock Sector Exposure
| Cyclical |
|
23.71% |
| Materials |
|
2.32% |
| Consumer Discretionary |
|
14.55% |
| Financials |
|
5.86% |
| Real Estate |
|
0.98% |
| Sensitive |
|
51.42% |
| Communication Services |
|
5.05% |
| Energy |
|
0.08% |
| Industrials |
|
25.28% |
| Information Technology |
|
21.00% |
| Defensive |
|
20.90% |
| Consumer Staples |
|
5.00% |
| Health Care |
|
15.90% |
| Utilities |
|
0.00% |
| Not Classified |
|
1.08% |
| Non Classified Equity |
|
1.08% |
As of June 30, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |