Pioneer Floating Rate Trust (PHD) — 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. See Pioneer Floating Rate Trust net assets for net asset value and shareholders' equity analysis.
LT Investment Intensity
Long-term Investments
Total Assets
Country
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. Also explore Pioneer Floating Rate Trust assets under control for the complete picture of this company's asset base.
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. For market capitalisation and broader financial context, see Pioneer Floating Rate Trust stock valuation.
| 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 | — |