Pioneer Floating Rate Trust Long-term Investment Intensity

Latest as of May 2025: 98.1%

Pioneer Floating Rate Trust long-term investment intensity. 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. Read debt load of Pioneer Floating Rate Trust for a breakdown of total debt and financial obligations.

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

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

Long-term investment intensity of Pioneer Floating Rate Trust from 2006 to 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.

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

Pioneer Floating Rate Trust long-term investment intensity by year from 2006 to 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. For the complete balance sheet picture, see PHD total asset value.

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