Capital Southwest Corporation (CSWC) Investment Company, Expense Ratio Including Incentive Fee

Capital Southwest Corporation Investment Company, Expense Ratio Including Incentive Fee

Capital Southwest Corporation (CSWC) reported Investment Company, Expense Ratio Including Incentive Fee of 10.06% for the 3-month period ending 2026-06-30, per its 10-Q filed 2026-08-03.

Financial Statements › Expense Statement › Operating Expenses

us-gaap:InvestmentCompanyExpenseRatioIncludingIncentiveFee · last filed 2026-08-03

• Capital Southwest Corporation investment company, expense ratio including incentive fee for the quarter ending 2026-06-30 was 10.06%, a 0.69% decline year-over-year.
• Capital Southwest Corporation investment company, expense ratio including incentive fee for the quarter ending 2025-06-30 was 10.13%, a 2.13% decline year-over-year.
• Capital Southwest Corporation investment company, expense ratio including incentive fee for the quarter ending 2024-06-30 was 10.35%, a 4.76% increase year-over-year.
• Capital Southwest Corporation investment company, expense ratio including incentive fee for the quarter ending 2023-06-30 was 9.88%, a 8.33% increase year-over-year.
• Capital Southwest Corporation investment company, expense ratio including incentive fee for fiscal 2026 was 9.95%, a 3.59% decline from fiscal 2025.
• Capital Southwest Corporation investment company, expense ratio including incentive fee for fiscal 2025 was 10.32%, a 5.09% increase from fiscal 2024.
• Capital Southwest Corporation investment company, expense ratio including incentive fee for fiscal 2024 was 9.82%, a 2.39% decline from fiscal 2023.
• Capital Southwest Corporation investment company, expense ratio including incentive fee for fiscal 2023 was 10.06%, a 2.42% decline from fiscal 2022.