Msc Income Fund (MSIF) Invested Capital (2022 - 2026)

Msc Income Fund (MSIF) reported Invested Capital of $1.4 billion for Q1 2026, up 6.16% on a YoY basis from $1.3 billion in Q1 2025, and up 2.03% quarter-over-quarter from $1.3 billion in Q4 2025.

Msc Income Fund (MSIF) Invested Capital (2022 - 2026) Analysis & Trends

Msc Income Fund has reported Invested Capital for 5 years, with the latest figure 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.
  • The five-year high for Invested Capital was $1.4 billion in Q1 2026, with the low at $606.9 million in Q2 2022.
  • Historically, Invested Capital has averaged $1.1 billion across 5 years, with a median of $1.1 billion in 2024.
  • The largest YoY upside for Invested Capital was 83.57% in 2023 against a maximum downside of 2.49% in 2023.
  • Msc Income Fund's Invested Capital stood at $1.1 billion in 2022, then increased by 2.49% to $1.1 billion in 2023, then advanced by 7.49% to $1.2 billion in 2024, then gained by 12.72% to $1.3 billion in 2025, then increased 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 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 Msc Income Fund 544.64 Mn 537.43 Mn - 1.37 Bn

Historic Data

Download Data
DateValue
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