Eaton Vance California MBF Strategic Asset Allocation Index
Eaton Vance California MBF strategic asset allocation index. Eaton Vance California MBF (EVM) has a Strategic Asset Allocation Index of 142.6% as of March 2025. Strategic assets (PP&E of $- plus long-term investments of $344.36 Million) total $344.36 Million, measured against net assets of $241.55 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check EVM intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Eaton Vance California MBF (2006–2024)
Strategic asset allocation index of Eaton Vance California MBF from 2006 to 2024. This chart shows how Eaton Vance California MBF's Strategic Asset Allocation Index has evolved across 14 annual periods from 2006 to 2024. As of March 2025, the index stands at 142.6%, representing strategic assets of $344.36 Million against net assets of $241.55 Million USD.
Eaton Vance California MBF Strategic Asset Allocation Index by Year (2006–2024)
Eaton Vance California MBF strategic asset allocation index by year from 2006 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Eaton Vance California MBF from 2006 to 2024, 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 live market cap and overall valuation, see Eaton Vance California MBF (EVM) market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 148.9% | $977.90 Million | $- | $977.90 Million | $656.93 Million | ▲ +3.1 pp |
| 2023 | 145.8% | $344.26 Million | $- | $344.26 Million | $236.17 Million | ▼ -37.8 pp |
| 2022 | 183.6% | $440.65 Million | $- | $440.65 Million | $240.05 Million | ▲ +19.2 pp |
| 2021 | 164.4% | $512.22 Million | $- | $512.22 Million | $311.64 Million | ▼ -388.3 pp |
| 2020 | 552.7% | $1.75 Billion | $- | $1.75 Billion | $316.36 Million | ▲ +381.1 pp |
| 2019 | 171.6% | $539.40 Million | $- | $539.40 Million | $314.28 Million | ▼ -9.4 pp |
| 2018 | 181.1% | $456.17 Million | $0.00 | $456.17 Million | $251.94 Million | ▲ +10.5 pp |
| 2017 | 170.6% | $454.41 Million | $0.00 | $454.41 Million | $266.35 Million | ▲ +0.7 pp |
| 2016 | 169.9% | $474.59 Million | $0.00 | $474.59 Million | $279.28 Million | ▲ +8.7 pp |
| 2015 | 161.2% | $438.57 Million | $0.00 | $438.57 Million | $272.05 Million | ▼ -2.7 pp |
| 2014 | 163.9% | $452.38 Million | $- | $452.38 Million | $276.02 Million | ▼ -6.9 pp |
| 2008 | 170.8% | $418.56 Million | $- | $418.56 Million | $245.01 Million | ▲ +71.7 pp |
| 2007 | 99.2% | $515.18 Million | $- | $515.18 Million | $519.58 Million | ▲ +0.2 pp |
| 2006 | 98.9% | $519.91 Million | $- | $519.91 Million | $525.52 Million | — |