New Mountain Finance Corporation Strategic Asset Allocation Index
New Mountain Finance Corporation strategic asset allocation index. New Mountain Finance Corporation (NMFC) has a Strategic Asset Allocation Index of 221.3% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $2.29 Billion) total $2.29 Billion, measured against net assets of $1.03 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See New Mountain Finance Corporation balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of New Mountain Finance Corporation (2014–2025)
Strategic asset allocation index of New Mountain Finance Corporation from 2014 to 2025. This chart shows how New Mountain Finance Corporation's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of June 2026, the index stands at 221.3%, representing strategic assets of $2.29 Billion against net assets of $1.03 Billion USD. Check NMFC intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
New Mountain Finance Corporation Strategic Asset Allocation Index by Year (2014–2025)
New Mountain Finance Corporation strategic asset allocation index by year from 2014 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for New Mountain Finance Corporation 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 live market cap and overall valuation, see market value of New Mountain Finance Corporation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 231.2% | $2.75 Billion | $- | $2.75 Billion | $1.19 Billion | ▲ +3.8 pp |
| 2024 | 227.4% | $3.09 Billion | $- | $3.09 Billion | $1.36 Billion | ▲ +1.3 pp |
| 2023 | 226.1% | $3.01 Billion | $- | $3.01 Billion | $1.33 Billion | ▼ -16.8 pp |
| 2022 | 242.9% | $3.22 Billion | $- | $3.22 Billion | $1.33 Billion | ▲ +6.5 pp |
| 2021 | 236.4% | $3.17 Billion | $- | $3.17 Billion | $1.34 Billion | ▼ -4.1 pp |
| 2020 | 240.5% | $2.97 Billion | $- | $2.97 Billion | $1.24 Billion | ▼ -7.4 pp |
| 2019 | 247.9% | $3.18 Billion | $- | $3.18 Billion | $1.28 Billion | ▲ +12.8 pp |
| 2018 | 235.1% | $2.37 Billion | $- | $2.37 Billion | $1.01 Billion | ▲ +56.2 pp |
| 2017 | 178.8% | $1.85 Billion | $- | $1.85 Billion | $1.03 Billion | ▲ +9.6 pp |
| 2016 | 169.2% | $1.59 Billion | $- | $1.59 Billion | $938.56 Million | ▼ -11.5 pp |
| 2015 | 180.7% | $1.51 Billion | $- | $1.51 Billion | $836.91 Million | ▲ +3.1 pp |
| 2014 | 177.6% | $1.42 Billion | $- | $1.42 Billion | $802.17 Million | — |