Products & Performance
Mutual Funds
U.S. Equity
Permanence Portfolio
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Permanence Portfolio
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Products & Performance
Mutual Funds
U.S. Equity
Permanence Portfolio
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MSHMX
CUSIP: 61768B828
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Awards and Recognition
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Morningstar Medalist RatingTM
Fund Facts
Fees & Expenses
Pricing & Performance
Past performance is not indicative of future results.
Average Annual Total Returns
As of
04/30/2023
As of
03/31/2023
Average Annual Total Returns
As of
04/30/2023
As of
03/31/2023
Past performance is not indicative of future results.
The Portfolio's calendar year returns do not include the deduction of any applicable sales charges.
Risk/Return Statistics
TIMEFRAME:
Past performance is not indicative of future results.
Distributions
Morningstar Rating & Rankings
as of 04/30/2023
Overall Rating
Out of 1123 Funds.
Class I Shares Fund ratings out of 5 Stars:
3Yrs. 4 Stars .
Rankings are based on total returns, are historical and do not guarantee future results. Ratings are based on Risk Adjusted Return. For additional Morningstar information, refer to the disclosures below.
Composition
As of
03/31/2023
Holdings As of
04/30/2023
Full Holdings Report available at least 45 calendar days after quarter-end. Portfolio Characteristics
Portfolio turnover is sourced from the fund's current prospectus. View current prospectus for the as of date.
Investors
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Insights by Counterpoint Global
Resources
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