CreditDetail · Trends

MFIC — Trends

Certified quarterly series, Q1'22–Q1'26. Every point is drawn from the same gated statement values as the model page — hover any quarter for exact figures. Dollar charts in millions.

Portfolio: cost vs fair value

Total investments at amortized cost and at the marks, from the certified balance sheets.

CostFair value
$2,400m$2,800m$3,200mQ1'22Q1'24Q4'24Q3'25Q1'26$3,213m$2,971m

Aggregate mark

Fair value as % of cost across the whole book — the write-down trajectory.

92.0%93.0%94.0%95.0%Q1'22Q1'24Q4'24Q3'25Q1'2692.5%

Total investment income

Quarterly investment income across all control buckets.

$0m$30m$60mQ1'23Q1'24Q4'24Q3'25Q1'26$83m

NII vs distributions declared

Net investment income against distributions declared to shareholders.

NIIDistributions
$0m$20m$40mQ1'23Q1'24Q4'24Q3'25Q1'26$34m$28m

PIK share of investment income

Paid-in-kind income as % of total investment income — cash quality of earnings.

0.0%2.0%4.0%6.0%Q1'23Q1'24Q4'24Q3'25Q1'266.4%

Net realized gains/(losses)

Losses crystallized in the quarter.

($40m)($20m)$0mQ1'23Q1'24Q4'24Q3'25Q1'26($54m)

Net unrealized gains/(losses)

Mark movement through the income statement in the quarter.

($30m)$0m$30mQ1'23Q1'24Q4'24Q3'25Q1'26($49m)

Net assets vs facility equity floor

Certified net assets against the $1.0B minimum shareholders' equity covenant in the October 2025 credit agreement (Section 6.07(a); breach is an event of default). The floor shown is the current agreement's, drawn across history for distance context.

$1,000m$1,200m$1,400mQ1'22Q1'24Q4'24Q3'25Q1'26covenant floor $1,000m$1,176m

Asset coverage vs 1.50× floor

Asset coverage on senior securities against the 1.50× level that is both the facility covenant (continuous) and the 1940 Act floor.

1.50×1.60×1.70×1.80×Q1'22Q1'24Q4'24Q3'25Q1'26covenant floor 1.50×1.63×

Leverage

Total debt over net assets at each quarter end.

1.30×1.40×1.50×1.60×Q1'22Q1'24Q4'24Q3'25Q1'261.59×