MFS Municipal Income Trust Strategic Asset Allocation Index
MFS Municipal Income Trust strategic asset allocation index. MFS Municipal Income Trust (MFM) has a Strategic Asset Allocation Index of 137.4% as of April 2026. Strategic assets (PP&E of $- plus long-term investments of $338.12 Million) total $338.12 Million, measured against net assets of $246.12 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See MFM equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of MFS Municipal Income Trust (2006–2025)
Strategic asset allocation index of MFS Municipal Income Trust from 2006 to 2025. This chart shows how MFS Municipal Income Trust's Strategic Asset Allocation Index has evolved across 15 annual periods from 2006 to 2025. As of April 2026, the index stands at 137.4%, representing strategic assets of $338.12 Million against net assets of $246.12 Million USD. Check MFM intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
MFS Municipal Income Trust Strategic Asset Allocation Index by Year (2006–2025)
MFS Municipal Income Trust strategic asset allocation index by year from 2006 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for MFS Municipal Income Trust from 2006 to 2025, covering 15 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 cap of MFS Municipal Income Trust.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 143.8% | $356.78 Million | $- | $356.78 Million | $248.09 Million | ▼ -0.2 pp |
| 2024 | 144.1% | $365.30 Million | $- | $365.30 Million | $253.58 Million | ▼ -8.6 pp |
| 2023 | 152.6% | $330.85 Million | $- | $330.85 Million | $216.79 Million | ▲ +3.6 pp |
| 2022 | 149.0% | $334.57 Million | $- | $334.57 Million | $224.50 Million | ▲ +12.3 pp |
| 2021 | 136.8% | $415.17 Million | $- | $415.17 Million | $303.60 Million | ▼ -0.6 pp |
| 2020 | 137.3% | $401.06 Million | $- | $401.06 Million | $292.05 Million | ▲ +0.3 pp |
| 2019 | 137.0% | $420.19 Million | $- | $420.19 Million | $306.65 Million | ▼ -2.3 pp |
| 2018 | 139.3% | $405.75 Million | $- | $405.75 Million | $291.19 Million | ▲ +1.4 pp |
| 2017 | 138.0% | $418.19 Million | $- | $418.19 Million | $303.08 Million | ▲ +0.9 pp |
| 2016 | 137.0% | $425.04 Million | $- | $425.04 Million | $310.15 Million | ▲ +2.9 pp |
| 2015 | 134.2% | $415.92 Million | $- | $415.92 Million | $310.01 Million | ▼ -4.2 pp |
| 2014 | 138.4% | $428.44 Million | $- | $428.44 Million | $309.64 Million | ▲ +38.2 pp |
| 2008 | 100.2% | $344.91 Million | $- | $344.91 Million | $344.19 Million | ▼ -0.5 pp |
| 2007 | 100.7% | $452.76 Million | $- | $452.76 Million | $449.69 Million | ▲ +2.3 pp |
| 2006 | 98.4% | $455.70 Million | $- | $455.70 Million | $463.18 Million | — |