Permanence PortfolioMSHPX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$3.8M
Expense ratio
0.80%
1-year return
+14.6%
3 years, a year
+13.4%
5 years, a year
+9.2%
Holdings
87
What it aims to do.
The Permanence Portfolio (the Fund) seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NET Cloudflare Inc | 13.74% |
| JOBY Royalty Pharma PLC | 8.30% |
| QXO QXO Inc | 6.38% |
| Morgan Stanley & Co. LLC | 5.28% |
| MDLN Medline Inc | 4.94% |
| CNM Core & Main Inc | 4.40% |
| JOBY Spotify Technology SA | 4.00% |
| CPRT Copart Inc | 3.47% |
| VRSK Verisk Analytics Inc | 3.46% |
| MSCI MSCI Inc | 3.39% |
More on MSHPX.
- MSHPX overview
- MSHPX holdings
- MSHPX risk
- MSHPX costs
- MSHPX money in and out
- MSHPX share classes
- Compare MSHPX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.