Msc Income Fund (MSIF) Assets Average (2023 - 2026)

Msc Income Fund (MSIF) posted Assets Average of $1.4 billion for Q1 2026, up 4.17% on a QoQ basis from $1.3 billion in Q4 2025, and up 9.57% year-over-year from $1.3 billion in Q1 2025.

Msc Income Fund (MSIF) Assets Average (2023 - 2026) Analysis & Trends

Msc Income Fund's Assets Average history runs 4 years deep, the most recent figure standing at $1.4 billion for Q1 2026.

  • Quarterly Assets Average rose 9.57% year-over-year to $1.4 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.4 billion (up 9.57% YoY) and the FY2025 annual result came in at $1.3 billion, up 10.2% from the prior year.
  • Assets Average was $1.4 billion for Q1 2026 at Msc Income Fund, up from $1.3 billion in the prior quarter.
  • Across five years, Assets Average topped out at $1.4 billion in Q1 2026 and bottomed at $1.1 billion in Q1 2023.
  • A 4-year average of $1.2 billion and a median of $1.2 billion in 2024 frame the typical range for Assets Average.
  • Annual changes were most pronounced in 2024 — Assets Average climbed 3.56% — and 2025, when it advanced 10.82%.
  • Msc Income Fund's Assets Average stood at $1.1 billion in 2023, then grew by 6.94% to $1.2 billion in 2024, then rose by 9.27% to $1.3 billion in 2025, then grew by 4.17% to $1.4 billion in 2026.
  • Business Quant data shows MSIF's Assets Average at $1.4 billion in Q1 2026, $1.3 billion in Q4 2025, and $1.3 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - 170.12 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 48.02 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 464.24 Bn
5 State Street 51.30 Bn 51.30 Bn - 379.11 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 187.68 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 175.85 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 90.35 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 14.37 Bn
10 Msc Income Fund 504.52 Mn 503.04 Mn - 1.40 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 1.40 Bn
Dec 31, 2025 1.34 Bn
Sep 30, 2025 1.30 Bn
Jun 30, 2025 1.31 Bn
Mar 31, 2025 1.27 Bn
Dec 31, 2024 1.23 Bn
Sep 30, 2024 1.22 Bn
Jun 30, 2024 1.18 Bn
Mar 31, 2024 1.15 Bn
Dec 31, 2023 1.15 Bn
Sep 30, 2023 1.14 Bn
Jun 30, 2023 1.12 Bn
Mar 31, 2023 1.11 Bn