MFS Intermediate Income Trust (MIN) — Strategic Asset Allocation Index
MFS Intermediate Income Trust (MIN) has a Strategic Asset Allocation Index of 99.1% as of October 2025. Strategic assets (PP&E of $- plus long-term investments of $308.15 Million) total $308.15 Million, measured against net assets of $311.06 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 Intermediate Income Trust Strategic Asset Allocation Index (2006–2025)
This chart shows how MFS Intermediate Income Trust's Strategic Asset Allocation Index has evolved across 14 annual periods from 2006 to 2025. As of October 2025, the index stands at 99.1%, representing strategic assets of $308.15 Million against net assets of $311.06 Million USD. Explore MIN operating cash flow to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for MFS Intermediate Income Trust (2006–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for MFS Intermediate Income Trust from 2006 to 2025, covering 14 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 MFS Intermediate Income Trust market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 99.1% | $308.15 Million | $- | $308.15 Million | $311.06 Million | ▼ -0.5 pp |
| 2024 | 99.6% | $318.21 Million | $- | $318.21 Million | $319.62 Million | ▼ -1.2 pp |
| 2023 | 100.7% | $322.85 Million | $- | $322.85 Million | $320.51 Million | ▲ +1.4 pp |
| 2022 | 99.3% | $340.05 Million | $- | $340.05 Million | $342.28 Million | ▲ +0.0 pp |
| 2021 | 99.3% | $419.62 Million | $- | $419.62 Million | $422.58 Million | ▲ +0.0 pp |
| 2020 | 99.3% | $454.83 Million | $- | $454.83 Million | $458.05 Million | ▲ +0.3 pp |
| 2019 | 99.0% | $468.03 Million | $- | $468.03 Million | $472.65 Million | ▼ -0.6 pp |
| 2018 | 99.6% | $471.66 Million | $- | $471.66 Million | $473.58 Million | ▼ -0.4 pp |
| 2017 | 100.0% | $524.79 Million | $- | $524.79 Million | $524.86 Million | ▲ +4.2 pp |
| 2016 | 95.8% | $541.34 Million | $- | $541.34 Million | $565.37 Million | ▼ -2.2 pp |
| 2015 | 98.0% | $582.80 Million | $- | $582.80 Million | $594.70 Million | ▲ +0.6 pp |
| 2008 | 97.4% | $743.55 Million | $- | $743.55 Million | $763.24 Million | ▼ -2.5 pp |
| 2007 | 99.9% | $811.17 Million | $- | $811.17 Million | $812.21 Million | ▲ +1.1 pp |
| 2006 | 98.7% | $801.73 Million | $- | $801.73 Million | $811.94 Million | — |