Phenixfin Corporation (PFX) — Strategic Asset Allocation Index
Phenixfin Corporation (PFX) has a Strategic Asset Allocation Index of 0.2% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $301.64 Million) total $301.64 Million, measured against net assets of $157.86 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PFX net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Phenixfin Corporation Strategic Asset Allocation Index (2017–2025)
This chart shows how Phenixfin Corporation's Strategic Asset Allocation Index has evolved across 9 annual periods from 2017 to 2025. As of June 2026, the index stands at 0.2%, representing strategic assets of $301.64 Million against net assets of $157.86 Billion USD. For live market cap and overall valuation, see Phenixfin Corporation market cap and net worth.
Annual Strategic Asset Allocation Index for Phenixfin Corporation (2017–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Phenixfin Corporation from 2017 to 2025, covering 9 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 Phenixfin Corporation (PFX) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 188.0% | $302.27 Million | $- | $302.27 Million | $160.77 Million | ▲ +45.8 pp |
| 2024 | 142.2% | $227.92 Million | $- | $227.92 Million | $160.31 Million | ▼ -12.2 pp |
| 2023 | 154.4% | $226.46 Million | $- | $226.46 Million | $146.71 Million | ▼ -5.7 pp |
| 2022 | 160.1% | $193.47 Million | $513.14K | $192.96 Million | $120.85 Million | ▲ +54.1 pp |
| 2021 | 106.0% | $152.25 Million | $613.50K | $151.64 Million | $143.69 Million | ▼ -57.9 pp |
| 2020 | 163.8% | $246.74 Million | $- | $246.74 Million | $150.62 Million | ▼ -19.6 pp |
| 2019 | 183.4% | $396.89 Million | $- | $396.89 Million | $216.43 Million | ▼ -20.7 pp |
| 2018 | 204.1% | $655.43 Million | $- | $655.43 Million | $321.18 Million | ▲ +22.3 pp |
| 2017 | 181.8% | $836.99 Million | $- | $836.99 Million | $460.43 Million | — |