MFS Intermediate Income Trust (MIN) — Strategic Asset Allocation Index
MFS Intermediate Income Trust (MIN) has a Strategic Asset Allocation Index of 99.7% as of April 2026. Strategic assets (PP&E of $- plus long-term investments of $299.60 Million) total $299.60 Million, measured against net assets of $300.47 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. For live market cap and overall valuation, see MFS Intermediate Income Trust stock valuation.
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 April 2026, the index stands at 99.7%, representing strategic assets of $299.60 Million against net assets of $300.47 Million USD. See how leveraged is MFS Intermediate Income Trust's balance sheet to measure how much of total assets are equity-financed.
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. Also explore MIN net asset momentum to track the company's year-over-year net asset growth rate.
| 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 | — |