Msc Income Fund (MSIF) Invested Capital (2022 - 2026)
Msc Income Fund posted quarterly Invested Capital of $1.4 billion for Q1 2026, up 6.16% year-on-year from $1.3 billion in Q1 2025, and up 2.03% on a QoQ basis from $1.3 billion in Q4 2025.
Msc Income Fund (MSIF) has 5 years of Invested Capital data on file, last reported at $1.4 billion in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital rose 6.16% year-over-year to $1.4 billion; the trailing twelve-month figure through Mar 2026 stood at $1.4 billion (up 6.16% YoY), and the FY2025 full-year result was $1.3 billion, up 12.72% from the prior year.
- Invested Capital for Q1 2026 stood at $1.4 billion, up from $1.3 billion in the prior quarter.
- Across five years, Invested Capital topped out at $1.4 billion in Q1 2026 and bottomed at $606.9 million in Q2 2022.
- The 5-year median for Invested Capital is $1.1 billion (2024), against an average of $1.1 billion.
- Peak annual rise in Invested Capital reached 83.57% in 2023, while the deepest fall reached 2.49% in 2023.
- A 5-year view of Invested Capital shows it stood at $1.1 billion in 2022, then rose by 2.49% to $1.1 billion in 2023, then climbed by 7.49% to $1.2 billion in 2024, then advanced by 12.72% to $1.3 billion in 2025, then rose by 2.03% to $1.4 billion in 2026.
- The last three Invested Capital figures came in at $1.4 billion (Q1 2026), $1.3 billion (Q4 2025), and $1.3 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Msc Income Fund | 572.77 Mn | 565.56 Mn | - | 1.37 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.37 Bn |
| Dec 31, 2025 | 1.34 Bn |
| Sep 30, 2025 | 1.26 Bn |
| Jun 30, 2025 | 1.26 Bn |
| Mar 31, 2025 | 1.29 Bn |
| Dec 31, 2024 | 1.19 Bn |
| Sep 30, 2024 | 1.17 Bn |
| Jun 30, 2024 | 1.17 Bn |
| Mar 31, 2024 | 1.12 Bn |
| Dec 31, 2023 | 1.11 Bn |
| Sep 30, 2023 | 1.12 Bn |
| Jun 30, 2023 | 1.10 Bn |
| Mar 31, 2023 | 1.08 Bn |
| Dec 31, 2022 | 1.08 Bn |
| Sep 30, 2022 | 609.75 Mn |
| Jun 30, 2022 | 606.86 Mn |
| Mar 31, 2022 | 616.63 Mn |