Pioneer Floating Rate Trust (PHD) — Long-term Investment Intensity

Latest as of May 2025: 98.1%

Pioneer Floating Rate Trust (PHD) has a Long-term Investment Intensity of 98.1% as of May 2025. Long-term investments of $187.26 Million represent 98.1% of total assets of $190.96 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check Pioneer Floating Rate Trust liquid asset ratio to evaluate the company's liquid asset resilience ratio.

LT Investment Intensity

98.1%
LT Investments / Total Assets

Long-term Investments

$187.26 Million
USD

Total Assets

$190.96 Million
USD

Country

USA
NYSE

Pioneer Floating Rate Trust Long-term Investment Intensity (2006–2024)

This chart shows how Pioneer Floating Rate Trust's Long-term Investment Intensity has evolved across 14 annual periods from 2006 to 2024. As of May 2025, the intensity stands at 98.1%, reflecting long-term investments of $187.26 Million against total assets of $190.96 Million USD. For the complete balance sheet picture, see PHD total assets.

Annual Long-term Investment Intensity for Pioneer Floating Rate Trust (2006–2024)

The table below presents the year-by-year Long-term Investment Intensity for Pioneer Floating Rate Trust from 2006 to 2024, covering 14 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read PHD current and long-term liabilities for a breakdown of total debt and financial obligations.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2024 97.6% $194.11 Million $198.90 Million ▲ +0.1 pp
2023 97.5% $185.72 Million $190.50 Million ▼ -0.9 pp
2022 98.4% $181.85 Million $184.86 Million ▲ +0.5 pp
2021 97.8% $217.14 Million $221.96 Million ▲ +8.9 pp
2020 88.9% $345.53 Million $388.57 Million ▼ -8.8 pp
2019 97.7% $451.28 Million $461.72 Million ▼ -1.3 pp
2018 99.0% $446.71 Million $451.07 Million ▼ 0.0 pp
2017 99.0% $462.44 Million $466.92 Million ▲ +1.8 pp
2016 97.3% $468.11 Million $481.31 Million ▲ +4.7 pp
2015 92.6% $433.22 Million $468.00 Million ▲ +0.8 pp
2014 91.8% $453.58 Million $494.00 Million ▼ -0.9 pp
2008 92.7% $396.25 Million $427.41 Million ▼ -3.4 pp
2007 96.1% $667.29 Million $694.30 Million ▲ +4.4 pp
2006 91.7% $703.50 Million $767.42 Million
pp = percentage points