Eaton Vance California MIT (CEV) — Strategic Asset Allocation Index

Latest as of November 2025: 149.4%

Eaton Vance California MIT (CEV) has a Strategic Asset Allocation Index of 149.4% as of November 2025. Strategic assets (PP&E of $- plus long-term investments of $117.78 Million) total $117.78 Million, measured against net assets of $78.85 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See CEV net asset quality index to measure how much of total assets are equity-financed.

SAAI

149.4%
Strategic Assets / Net Assets

Strategic Assets

$117.78 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$78.85 Million
USD

Eaton Vance California MIT Strategic Asset Allocation Index (2006–2025)

This chart shows how Eaton Vance California MIT's Strategic Asset Allocation Index has evolved across 15 annual periods from 2006 to 2025. As of November 2025, the index stands at 149.4%, representing strategic assets of $117.78 Million against net assets of $78.85 Million USD. For live market cap and overall valuation, see Eaton Vance California MIT market cap and net worth.

Annual Strategic Asset Allocation Index for Eaton Vance California MIT (2006–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Eaton Vance California MIT 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. See CEV total equity for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 149.4% $117.78 Million $- $117.78 Million $78.85 Million ▲ +18.5 pp
2024 130.9% $108.71 Million $- $108.71 Million $83.07 Million ▼ -7.0 pp
2023 137.9% $112.27 Million $- $112.27 Million $81.42 Million ▼ -12.3 pp
2022 150.2% $123.12 Million $- $123.12 Million $81.95 Million ▼ -4.5 pp
2021 154.8% $161.67 Million $- $161.67 Million $104.47 Million ▲ +1.8 pp
2020 153.0% $160.29 Million $- $160.29 Million $104.79 Million ▼ -3.5 pp
2019 156.4% $159.83 Million $- $159.83 Million $102.19 Million ▼ -6.0 pp
2018 162.4% $152.14 Million $0.00 $152.14 Million $93.70 Million ▲ +11.6 pp
2017 150.8% $155.19 Million $0.00 $155.19 Million $102.93 Million ▼ -3.7 pp
2016 154.5% $157.04 Million $0.00 $157.04 Million $101.63 Million ▲ +48.6 pp
2015 105.9% $160.64 Million $0.00 $160.64 Million $151.71 Million ▼ -1.0 pp
2014 106.9% $162.53 Million $- $162.53 Million $152.10 Million ▼ -2.4 pp
2008 109.2% $132.19 Million $- $132.19 Million $121.04 Million ▲ +5.1 pp
2007 104.1% $174.49 Million $- $174.49 Million $167.57 Million ▼ -3.4 pp
2006 107.5% $190.29 Million $- $190.29 Million $176.99 Million
pp = percentage points