Morgan Stanley MSDL Tax Basis Of Investments Cost For Income Tax Purposes
Tax Basis Of Investments Cost For Income Tax Purposes at other companies
Other financials
Where this comes from
Reported directly by Morgan Stanley in its filing.
Tagged under the XBRL concept us-gaap:TaxBasisOfInvestmentsCostForIncomeTaxPurposes.
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 tax basis of investments cost for income tax purposes?
- Morgan Stanley (MSDL) reported tax basis of investments cost for income tax purposes of $3.84B in Q4 2025.
- How has Morgan Stanley's tax basis of investments cost for income tax purposes changed year-over-year?
- Morgan Stanley's tax basis of investments cost for income tax purposes increased by 0.7% year-over-year, from $3.81B to $3.84B.
- What is the long-term trend for Morgan Stanley's tax basis of investments cost for income tax purposes?
- Over 4 years (2021 to 2025), Morgan Stanley's tax basis of investments cost for income tax purposes has grown at a 12.8% compound annual growth rate (CAGR), from $2.37B to $3.84B.
- What does tax basis of investments cost for income tax purposes mean?
- This metric reflects the total historical cost of the fund's investments as adjusted for tax purposes. It serves as the baseline for calculating taxable gains or losses upon the disposition of assets. Understanding the tax cost basis is vital for evaluating the fund's tax efficiency and the timing of potential tax distributions to shareholders.