Fidus Investment Corp (FDUS) — Strategic Asset Allocation Index
Fidus Investment Corp (FDUS) has a Strategic Asset Allocation Index of 178.6% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $1.32 Billion) total $1.32 Billion, measured against net assets of $741.90 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See FDUS net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Fidus Investment Corp Strategic Asset Allocation Index (2014–2025)
This chart shows how Fidus Investment Corp's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of December 2025, the index stands at 178.6%, representing strategic assets of $1.32 Billion against net assets of $741.90 Million USD. For live market cap and overall valuation, see Fidus Investment Corp market cap and net worth.
Annual Strategic Asset Allocation Index for Fidus Investment Corp (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Fidus Investment Corp from 2014 to 2025, covering 12 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See FDUS book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 178.6% | $1.32 Billion | $- | $1.32 Billion | $741.90 Million | ▲ +12.2 pp |
| 2024 | 166.3% | $1.09 Billion | $- | $1.09 Billion | $655.67 Million | ▲ +166.2 pp |
| 2023 | 0.2% | $957.91 Million | $- | $957.91 Million | $589.47 Billion | ▼ -178.9 pp |
| 2022 | 179.1% | $860.33 Million | $- | $860.33 Million | $480.34 Million | ▲ +31.7 pp |
| 2021 | 147.4% | $719.12 Million | $- | $719.12 Million | $487.76 Million | ▼ -33.4 pp |
| 2020 | 180.9% | $742.87 Million | $- | $742.87 Million | $410.76 Million | ▼ -5.2 pp |
| 2019 | 186.0% | $766.92 Million | $- | $766.92 Million | $412.31 Million | ▲ +26.5 pp |
| 2018 | 159.6% | $642.98 Million | $- | $642.98 Million | $402.99 Million | ▲ +7.9 pp |
| 2017 | 151.6% | $596.31 Million | $- | $596.31 Million | $393.27 Million | ▲ +3.4 pp |
| 2016 | 148.2% | $524.45 Million | $- | $524.45 Million | $353.79 Million | ▼ -31.0 pp |
| 2015 | 179.2% | $443.27 Million | $- | $443.27 Million | $247.36 Million | ▲ +16.3 pp |
| 2014 | 162.9% | $396.36 Million | $- | $396.36 Million | $243.26 Million | — |