Morgan Stanley Inst Permanence Portfolio I (MSHMX)
13.45
+0.21
(+1.59%)
USD |
Feb 26 2026
MSHMX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.19% |
| Stock | 95.14% |
| Bond | 1.27% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 3.40% |
Market Capitalization
As of December 31, 2025
| Large | 30.17% |
| Mid | 29.07% |
| Small | 40.76% |
Region Exposure
| Americas | 88.28% |
|---|---|
|
North America
|
88.28% |
| Canada | 0.54% |
| United States | 87.74% |
|
Latin America
|
0.00% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 8.21% |
|---|---|
| United Kingdom | 0.37% |
|
Europe Developed
|
6.42% |
| France | 4.82% |
| Ireland | 1.08% |
| Netherlands | 0.52% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.42% |
| Israel | 1.42% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 3.52% |
|---|
Stock Sector Exposure
| Cyclical |
|
37.92% |
| Materials |
|
8.40% |
| Consumer Discretionary |
|
18.00% |
| Financials |
|
9.03% |
| Real Estate |
|
2.49% |
| Sensitive |
|
38.12% |
| Communication Services |
|
0.61% |
| Energy |
|
1.05% |
| Industrials |
|
19.72% |
| Information Technology |
|
16.74% |
| Defensive |
|
16.28% |
| Consumer Staples |
|
4.06% |
| Health Care |
|
12.22% |
| Utilities |
|
0.00% |
| Not Classified |
|
7.68% |
| Non Classified Equity |
|
3.81% |
| Not Classified - Non Equity |
|
3.87% |
As of December 31, 2025
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 | -- |