Thornburg Income Builder Opportunities Trust Common Stock (TBLD) — Strategic Asset Allocation Index
Thornburg Income Builder Opportunities Trust Common Stock (TBLD) has a Strategic Asset Allocation Index of 99.5% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $723.17 Million) total $723.17 Million, measured against net assets of $726.54 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check how tangible is Thornburg Income Builder Opportunities T's equity to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Thornburg Income Builder Opportunities Trust Common Stock Strategic Asset Allocation Index (2021–2025)
This chart shows how Thornburg Income Builder Opportunities Trust Common Stock's Strategic Asset Allocation Index has evolved across 5 annual periods from 2021 to 2025. As of March 2026, the index stands at 99.5%, representing strategic assets of $723.17 Million against net assets of $726.54 Million USD.
Annual Strategic Asset Allocation Index for Thornburg Income Builder Opportunities Trust Common Stock (2021–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Thornburg Income Builder Opportunities Trust Common Stock from 2021 to 2025, covering 5 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 Thornburg Income Builder Opportunities T.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 99.7% | $678.27 Million | $- | $678.27 Million | $680.53 Million | ▲ +0.1 pp |
| 2024 | 99.6% | $620.46 Million | $- | $620.46 Million | $622.95 Million | ▲ +0.8 pp |
| 2023 | 98.8% | $538.09 Million | $- | $538.09 Million | $544.88 Million | ▼ -0.6 pp |
| 2022 | 99.4% | $477.38 Million | $- | $477.38 Million | $480.38 Million | ▼ -4.9 pp |
| 2021 | 104.3% | $660.30 Million | $- | $660.30 Million | $633.16 Million | — |