Morgan Stanley MSDL Capital loss carryforward
Capital loss carryforward at other companies
Other financials
Where this comes from
Reported directly by Morgan Stanley in its filing.
Tagged under the XBRL concept us-gaap:InvestmentCompanyDistributableEarningsLossAccumulatedCapitalLossCarryforward.
The official record: Morgan Stanley’s 10-K, filed February 26, 2026, on SEC EDGAR. View the filing →
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Questions, answered.
- What is Morgan Stanley's capital loss carryforward?
- Morgan Stanley (MSDL) reported capital loss carryforward of $24.87M in Q4 2025.
- What is the long-term trend for Morgan Stanley's capital loss carryforward?
- Over 2 years (2023 to 2025), Morgan Stanley's capital loss carryforward has grown at a -23.0% compound annual growth rate (CAGR), from $41.89M to $24.87M.
- What does capital loss carryforward mean?
- This represents the accumulated capital losses that the fund can carry forward to offset future capital gains for tax purposes. It is a critical metric for tax planning, as it impacts the fund's ability to distribute income to shareholders in a tax-efficient manner. A larger carryforward may provide a buffer against future tax liabilities arising from realized gains.