Growth Metrics

Msc Income Fund (MSIF) Accumulated Expenses (2022 - 2026)

Msc Income Fund posted quarterly Accumulated Expenses of $7.5 million for Q1 2026, down 3.27% year-on-year from $7.7 million in Q1 2025, and up 25.51% on a QoQ basis from $5.9 million in Q4 2025.

Msc Income Fund (MSIF) has 5 years of Accumulated Expenses data on file, last reported at $7.5 million in Q1 2026.

  • For the quarter ending Q1 2026, Accumulated Expenses fell 3.27% year-over-year to $7.5 million; the trailing twelve-month figure through Mar 2026 stood at $7.5 million (down 3.27% YoY), and the FY2025 full-year result was $5.9 million, down 13.94% from the prior year.
  • Accumulated Expenses for Q1 2026 stood at $7.5 million, up from $5.9 million in the prior quarter.
  • Across five years, Accumulated Expenses topped out at $8.7 million in Q3 2023 and bottomed at $5.4 million in Q4 2022.
  • The 5-year median for Accumulated Expenses is $7.2 million (2024), against an average of $7.1 million.
  • The widest annual swing landed in 2023, when Accumulated Expenses advanced 15.12%; it then slipped 14.32% in 2025.
  • A 5-year view of Accumulated Expenses shows it stood at $5.4 million in 2022, then rose by 15.12% to $6.3 million in 2023, then advanced by 10.26% to $6.9 million in 2024, then retreated by 13.94% to $5.9 million in 2025, then advanced by 25.51% to $7.5 million in 2026.
  • The last three Accumulated Expenses figures came in at $7.5 million (Q1 2026), $5.9 million (Q4 2025), and $7.4 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn -
2 Blackstone 92.68 Bn 91.63 Bn -
3 Kkr 84.94 Bn 132.45 Bn -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn
6 State Street 44.42 Bn 18.75 Bn -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn
8 Northern Trust 31.21 Bn 31.21 Bn -
9 Ares Management 28.85 Bn 32.22 Bn -
10 Msc Income Fund 572.77 Mn 565.56 Mn -

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 7.46 Mn
Dec 31, 2025 5.95 Mn
Sep 30, 2025 7.40 Mn
Jun 30, 2025 5.86 Mn
Mar 31, 2025 7.72 Mn
Dec 31, 2024 6.91 Mn
Sep 30, 2024 8.63 Mn
Jun 30, 2024 6.82 Mn
Mar 31, 2024 8.41 Mn
Dec 31, 2023 6.27 Mn
Sep 30, 2023 8.67 Mn
Jun 30, 2023 6.62 Mn
Mar 31, 2023 7.72 Mn
Dec 31, 2022 5.44 Mn