MSIF MSC Income Fund, Inc.
XNYSStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
MSIF
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Key stats
About
- Exchange
- XNYS
- Market Cap
- $0.5B
- Employees
- 110
- List Date
- 2020-10-09
- CIK
- 0001535778
- Next Earnings
- 2026-11-05 (After-Close)
- EPS Forecast
- $0.37 (2 est.)
- Headquarters
- Houston, TX
- Homepage
- https://www.mscincomefund.com
MSC Income Fund Inc is a non-diversified closed-end management investment company. The investment objective is to generate current income through debt and equity investments and the secondary objective is to generate long-term capital appreciation through such investments. The company invests in senior secured term loans, second lien loans, and mezzanine debt and selected equity investments issued by lower middle-market and middle-market companies.
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '25 | '26 | Avg |
|---|---|---|---|
| Jan | 2.91% | -1.63% | 0.64% |
| Feb | 3.64% | -4.86% | -0.61% |
| Mar | -2.95% | -3.49% | -3.22% |
| Apr | -7.41% | 5.73% | -0.84% |
| May | 2.48% | -8.40% | -2.96% |
| Jun | 1.99% | -6.01% | -2.01% |
| Jul | -4.49% | -5.17% | -4.83% |
| Aug | -4.64% | 12.28% | 3.82% |
| Sep | -5.61% | -6.66% | -6.13% |
| Oct | -1.24% | -4.82%* | -3.03% |
| Nov | 12.50% | -- | 12.50% |
| Dec | -4.85% | -- | -4.85% |
| Total | -8.96% | -22.23% | -15.59% |
* Only 2 year(s) of data available.
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $11.79
SMA 50: $12.24
SMA 200: $12.33
Current: $11.45
EMA 12: $11.67
EMA 26: $11.87
MACD: -0.1965 | Signal: -0.0242
BEARISH
ADX (14): 18.94
RANGE
+DI: 12.45
−DI: 19.57
Momentum Oscillators
RSI (14): 36.43
NEUTRAL
Stoch %K: 9.24
Stoch %D: 16.72
Williams %R: -92.19
Volume & Volatility
BB Upper: $12.23
BB Lower: $11.35
NEUTRAL
OBV: -7,760,104
Vol SMA 20: 178,108
Vol ROC: -44.77%
ATR: $0.30
True Range: $0.16
HV 20: 21.4%
HV 30: 20.5%
HV 60: 23.5%
Data Summary
Data Points: 435
Last Updated:
Date Range: 2025-01-29T00:00:00 – 2026-10-21T00:00:00
AI Analysis
Click Frenzy-Pro™ for an AI analysis of this ticker.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
All MSIF news →
MSIF Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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EXTREME
ATM — / Wing —
30 DTE / 10d
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EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 0.4639
Alpha: -18.95%
Correlation: 0.2198
R-Squared: 4.8%
Stock Volatility: 26.8%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own MSIF
1 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $794K | #3001 of 3716 | -45.6% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
MSIF Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
MSIF Insider Trading (Form 4)
Latest: 2026-08-27Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-08-27 | Nataly Michelle Marks | Director | Buy (P) | +950 | $12.70 | $12.1K | EDGAR |
| 2026-06-25 | Nicholas Meserve | Managing Director | Buy (P) | +2,500 | $11.43 | $28.6K | EDGAR |
| 2026-06-15 | Cory Gilbert | CFO and Treasurer | Buy (P) | +1,000 | $11.78 | $11.8K | EDGAR |
| 2026-06-11 | Dwayne L. Hyzak | CEO, SMD | Buy (P) | +4,274 | $11.69 | $50.0K | EDGAR |
| 2026-06-08 | Jeffrey B. Walker | Director | Buy (P) | +4,162 | $12.02 | $50.0K | EDGAR |
| 2026-05-19 | Dwayne L. Hyzak | CEO, SMD | Other (J) | +343 | $13.31 | $4.6K | EDGAR |
| 2026-05-19 | Cory Gilbert | CFO and Treasurer | Other (J) | +120 | $12.32 | $1.5K | EDGAR |
| 2026-05-19 | David L. Magdol | PRESIDENT, CIO AND SMD | Other (J) | +275 | $13.31 | $3.7K | EDGAR |
| 2026-05-19 | Jeffrey B. Walker | Director | Other (J) | +599 | $12.99 | $7.8K | EDGAR |
| 2026-05-19 | John O. Niemann Jr. | Director | Buy (P) | +4,922 | $12.10 | $59.6K | EDGAR |
| 2026-05-19 | Jason B Beauvais | EVP, GC, SECRETARY | Other (J) | +141 | $12.97 | $1.8K | EDGAR |
| 2026-04-02 | Cory Gilbert | CFO and Treasurer | Buy (P) | +825 | $12.20 | $10.1K | EDGAR |
| 2026-03-10 | John O. Niemann Jr. | Director | Buy (P) | +1,887 | $12.42 | $23.4K | EDGAR |
| 2026-03-10 | David L. Magdol | PRESIDENT, CIO AND SMD | Other (J) | +275 | $12.95 | $3.6K | EDGAR |
| 2026-03-10 | Cory Gilbert | CFO and Treasurer | Other (J) | +110 | $12.95 | $1.4K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
MSIF Insider Holdings
10 insiders · @ $11.45
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Dwayne L. Hyzak | CEO, SMD | 64,743 | $741.3K | $770.9K | 10 | 2026-06-11 |
| 2 | David L. Magdol | PRESIDENT, CIO AND SMD | 46,449 | $531.8K | $551.1K | 8 | 2026-05-19 |
| 3 | John O. Niemann Jr. | Director | 43,648 | $499.8K | $215.9K | 10 | 2026-05-19 |
| 4 | Jason B Beauvais | EVP, GC, SECRETARY | 30,228 | $346.1K | $388.2K | 7 | 2026-05-19 |
| 5 | Jeffrey B. Walker | Director | 26,310 | $301.3K | $100.2K | 8 | 2026-06-08 |
| 6 | Nicholas Meserve | Managing Director | 12,500 | $143.1K | $183.9K | 2 | 2026-06-25 |
| 7 | Robert L. Kay | Director | 10,600 | $121.4K | $9.3K | 1 | 2025-01-30 |
| 8 | Jesse E Morris | EVP, COO and SMD | 10,000 | $114.5K | $155.3K | 1 | 2025-01-30 |
| 9 | Cory Gilbert | CFO and Treasurer | 6,513 | $74.6K | $84.7K | 9 | 2026-06-15 |
| 10 | Nataly Michelle Marks | Director | 1,950 | $22.3K | $12.1K | 1 | 2026-08-27 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
MSIF Board & Officers
As of SEC filings through Aug 27, 2026Directors 5
- John O. Niemann Jr. · since Jun 4, 2012
- Dwayne L. Hyzak · since Jun 29, 2020
- Jeffrey B. Walker · since Oct 30, 2020
- Robert L. Kay · since Oct 30, 2020
- Nataly Michelle Marks · since Feb 3, 2026
Officers 5
- Dwayne L. Hyzak · CEO, Smd · listed since Apr 2021
- David L. Magdol · President, CIO and Smd · since Oct 30, 2020
- Cory Gilbert · CFO and Treasurer · listed since Jan 2025
- Jason B Beauvais · EVP, GC, Secretary · listed since Aug 2023
- Nicholas Meserve · Managing Director · listed since Nov 2020
Changes in the last 10 years (20)
| Feb 3, 2026 | Nataly Michelle Marks became a director |
| Jan 30, 2025 | Cory Gilbert listed as CFO and Treasurer (previously CAO and Assistant Treasurer) in SEC filings |
| Aug 19, 2024 | Ryan McHugh became VP, CAO, & Assistant Treasuer |
| Aug 11, 2023 | Jason B Beauvais listed as EVP, GC, Secretary (previously EVP, GC, Cco, Secretary) in SEC filings |
| Aug 10, 2023 | Adam W Park became Chief Compliance Officer |
| Aug 31, 2021 | Jason B Beauvais listed as EVP, GC, Cco, Secretary (previously SVP, GC, CCO, Secretary) in SEC filings |
| Apr 5, 2021 | Dwayne L. Hyzak first listed as CEO, Smd in an SEC filing |
| Nov 9, 2020 | Nicholas Meserve no longer listed as a director in SEC filings |
| Nov 9, 2020 | Nicholas Meserve first listed as Managing Director in an SEC filing |
| Oct 30, 2020 | Robert L. Kay became a director |
| Oct 30, 2020 | Jesse E Morris became EVP, COO and SMD |
| Oct 30, 2020 | Jeffrey B. Walker became a director |
| Oct 30, 2020 | Jason B Beauvais became SVP, GC, CCO, Secretary |
| Oct 30, 2020 | David L. Magdol became President, CIO and Smd |
| Oct 30, 2020 | Cory Gilbert became CAO and Assistant Treasurer |
| Oct 30, 2020 | Brent D. Smith became CFO, Treasurer |
| Jun 29, 2020 | Dwayne L. Hyzak became a director |
| Jun 30, 2019 | Jeffrey Scott Folkerts became Chief Acctg Officr & Treasurer |
| Jun 30, 2019 | Janice E. Walker became President |
| Jun 30, 2019 | Alejandro Omar Palomo became Chief Investment Officer |
Not reported recently (7)
- Jesse E Morris · Last reported as EVP, COO and SMD in an SEC filing dated Jan 30, 2025
- Ryan McHugh · Last reported as VP, CAO, & Assistant Treasuer in an SEC filing dated Aug 19, 2024
- Adam W Park · Last reported as Chief Compliance Officer in an SEC filing dated May 13, 2024
- Brent D. Smith · Last reported as CFO, Treasurer in an SEC filing dated Nov 9, 2020
- Janice E. Walker · Last reported as President in an SEC filing dated Jul 12, 2019
- Alejandro Omar Palomo · Last reported as Chief Investment Officer in an SEC filing dated Jul 12, 2019
- Jeffrey Scott Folkerts · Last reported as Chief Acctg Officr & Treasurer in an SEC filing dated Jul 12, 2019
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ETF Holders
4 ETFs hold MSIF
4 shown · $18.80M total exposure · 1.09% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | BIZD VanEck BDC Income ETF | VanEck | 0.65% | $9.1M | $1.4B | 2026-10-20 |
| 2 | PBDC Putnam BDC Income ETF | Franklin | 3.43% | $9.0M | $260.8M | 2026-10-20 |
| 3 | VPC Virtus Private Credit Strategy ETF | Nport | 1.23% | $371,698 | — | 2026-07-31 |
| 4 | FBDC FT Confluence BDC & Specialty Finance Income ETF | First Trust | 0.95% | $327,090 | $34.3M | 2026-10-20 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.