MFS Municipal Income Trust (MFM) — Strategic Asset Allocation Index
MFS Municipal Income Trust (MFM) has a Strategic Asset Allocation Index of 143.8% as of October 2025. Strategic assets (PP&E of $- plus long-term investments of $356.78 Million) total $356.78 Million, measured against net assets of $248.09 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
MFS Municipal Income Trust Strategic Asset Allocation Index (2006–2025)
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 October 2025, the index stands at 143.8%, representing strategic assets of $356.78 Million against net assets of $248.09 Million USD. Explore how efficiently does MFS Municipal Income Trust generate cash to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for MFS Municipal Income Trust (2006–2025)
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 the full company profile including market capitalisation, see market value 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 | — |