Morgan Stanley MSDL Aggregate gross unrealized gain for federal tax purposes
Aggregate gross unrealized gain for federal 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:TaxBasisOfInvestmentsGrossUnrealizedAppreciation.
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 aggregate gross unrealized gain for federal tax purposes?
- Morgan Stanley (MSDL) reported aggregate gross unrealized gain for federal tax purposes of $29.85M in Q4 2025.
- How has Morgan Stanley's aggregate gross unrealized gain for federal tax purposes changed year-over-year?
- Morgan Stanley's aggregate gross unrealized gain for federal tax purposes decreased by 21.8% year-over-year, from $38.16M to $29.85M.
- What is the long-term trend for Morgan Stanley's aggregate gross unrealized gain for federal tax purposes?
- Over 4 years (2021 to 2025), Morgan Stanley's aggregate gross unrealized gain for federal tax purposes has grown at a 12.5% compound annual growth rate (CAGR), from $18.64M to $29.85M.
- What does aggregate gross unrealized gain for federal tax purposes mean?
- This represents the total aggregate amount by which the fair market value of the fund's investments exceeds their cost basis for federal income tax purposes. It reflects the potential capital gains that would be realized if the portfolio were sold at current market prices. This metric is essential for understanding the tax-adjusted performance and potential future tax liabilities of the fund.