Msc Income Fund (MSIF) Tax Rate (2022 - 2025)
Msc Income Fund posted quarterly Tax Rate of 16.03% for Q1 2025, down 3484.0% year-on-year from 0.47% in Q1 2024, and up 70.39% on a QoQ basis from 54.14% in Q4 2024.
Msc Income Fund (MSIF) has 4 years of Tax Rate data on file, last reported at 16.03% in Q1 2025.
- For the quarter ending Q1 2025, Tax Rate fell 3484.0% year-over-year to 16.03%; the trailing twelve-month figure through Mar 2025 stood at 2.42% (up 474.0% YoY), and the FY2025 full-year result was 0.16%, changed N/A from the prior year.
- Tax Rate for Q1 2025 stood at 16.03%, up from 54.14% in the prior quarter.
- Across five years, Tax Rate topped out at 57.61% in Q2 2024 and bottomed at 54.14% in Q4 2024.
- The 4-year median for Tax Rate is 5.37% (2023), against an average of 4.15%.
- The widest annual swing landed in 2024, when Tax Rate surged 5374 bps; it then slumped 3484 bps in 2025.
- A 4-year view of Tax Rate shows it stood at 1.33% in 2022, then slumped by 2419 bps to 30.9% in 2023, then slumped by 75 bps to 54.14% in 2024, then soared by 70 bps to 16.03% in 2025.
- The last three Tax Rate figures came in at 16.03% (Q1 2025), 54.14% (Q4 2024), and 43.28% (Q3 2024), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 18.16 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 13.55 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 40.05 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 15.80 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 598.59 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 21.16 |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 20.02 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 24.99 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 19.13 |
| 10 | Msc Income Fund | 572.77 Mn | 565.56 Mn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2025 | -16.03 |
| Mar 31, 2025 | -16.03 |
| Dec 31, 2024 | -54.14 |
| Dec 31, 2024 | -54.14 |
| Sep 30, 2024 | 43.28 |
| Sep 30, 2024 | 43.28 |
| Jun 30, 2024 | 57.61 |
| Jun 30, 2024 | 57.61 |
| Mar 31, 2024 | 18.81 |
| Mar 31, 2024 | 18.81 |
| Dec 31, 2023 | -30.90 |
| Dec 31, 2023 | -30.90 |
| Sep 30, 2023 | -0.57 |
| Sep 30, 2023 | -0.57 |
| Jun 30, 2023 | 3.87 |
| Jun 30, 2023 | 3.87 |
| Mar 31, 2023 | 5.37 |
| Mar 31, 2023 | 5.37 |
| Dec 31, 2022 | 1.33 |
| Dec 31, 2022 | 1.33 |
| Sep 30, 2022 | 11.31 |
| Sep 30, 2022 | 11.31 |
| Jun 30, 2022 | 8.40 |
| Jun 30, 2022 | 8.40 |
| Mar 31, 2022 | 5.68 |
| Mar 31, 2022 | 5.68 |