MFS Multimarket Income Trust Strategic Asset Allocation Index
MFS Multimarket Income Trust strategic asset allocation index. MFS Multimarket Income Trust (MMT) has a Strategic Asset Allocation Index of 134.8% as of April 2026. Strategic assets (PP&E of $- plus long-term investments of $363.68 Million) total $363.68 Million, measured against net assets of $269.81 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See MFS Multimarket Income Trust (MMT) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of MFS Multimarket Income Trust (2006–2025)
Strategic asset allocation index of MFS Multimarket Income Trust from 2006 to 2025. This chart shows how MFS Multimarket Income Trust's Strategic Asset Allocation Index has evolved across 15 annual periods from 2006 to 2025. As of April 2026, the index stands at 134.8%, representing strategic assets of $363.68 Million against net assets of $269.81 Million USD. Check MFS Multimarket Income Trust (MMT) tangible equity ratio to evaluate the tangible quality of the company's equity base.
MFS Multimarket Income Trust Strategic Asset Allocation Index by Year (2006–2025)
MFS Multimarket Income Trust strategic asset allocation index by year from 2006 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for MFS Multimarket 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 live market cap and overall valuation, see MMT market cap.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 132.6% | $369.94 Million | $- | $369.94 Million | $278.92 Million | ▼ -1.0 pp |
| 2024 | 133.7% | $375.05 Million | $- | $375.05 Million | $280.62 Million | ▼ -1.0 pp |
| 2023 | 134.7% | $356.14 Million | $- | $356.14 Million | $264.45 Million | ▲ +0.2 pp |
| 2022 | 134.5% | $378.95 Million | $- | $378.95 Million | $281.81 Million | ▲ +8.1 pp |
| 2021 | 126.3% | $467.16 Million | $- | $467.16 Million | $369.82 Million | ▼ -0.6 pp |
| 2020 | 126.9% | $472.97 Million | $- | $472.97 Million | $372.64 Million | ▲ +1.3 pp |
| 2019 | 125.6% | $512.47 Million | $- | $512.47 Million | $407.86 Million | ▲ +2.2 pp |
| 2018 | 123.5% | $503.29 Million | $0.00 | $503.29 Million | $407.54 Million | ▲ +1.4 pp |
| 2017 | 122.1% | $575.46 Million | $0.00 | $575.46 Million | $471.46 Million | ▲ +6.0 pp |
| 2016 | 116.0% | $585.17 Million | $0.00 | $585.17 Million | $504.33 Million | ▼ -1.9 pp |
| 2015 | 117.9% | $607.24 Million | $0.00 | $607.24 Million | $515.10 Million | ▲ +4.0 pp |
| 2014 | 113.9% | $649.74 Million | $- | $649.74 Million | $570.45 Million | ▲ +16.2 pp |
| 2008 | 97.7% | $421.67 Million | $- | $421.67 Million | $431.75 Million | ▼ -1.7 pp |
| 2007 | 99.4% | $524.63 Million | $- | $524.63 Million | $528.06 Million | ▼ -4.5 pp |
| 2006 | 103.9% | $553.78 Million | $- | $553.78 Million | $533.15 Million | — |