Fidus Investment Corp (FDUS) — Strategic Asset Allocation Index

Latest as of December 2025: 178.6%

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.

SAAI

178.6%
Strategic Assets / Net Assets

Strategic Assets

$1.32 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$741.90 Million
USD

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. Explore Fidus Investment Corp (FDUS) cash conversion ratio to assess how effectively this company generates cash.

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. For the full company profile including market capitalisation, see market value of Fidus Investment Corp.

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
pp = percentage points