Putnam Master Intermediate Income Trust (PIM) — Strategic Asset Allocation Index
Putnam Master Intermediate Income Trust (PIM) has a Strategic Asset Allocation Index of 156.5% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $255.49 Million) total $255.49 Million, measured against net assets of $163.28 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Putnam Master Intermediate Income Trust to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Putnam Master Intermediate Income Trust Strategic Asset Allocation Index (2006–2025)
This chart shows how Putnam Master Intermediate Income Trust's Strategic Asset Allocation Index has evolved across 15 annual periods from 2006 to 2025. As of March 2026, the index stands at 156.5%, representing strategic assets of $255.49 Million against net assets of $163.28 Million USD. For live market cap and overall valuation, see PIM stock market capitalisation.
Annual Strategic Asset Allocation Index for Putnam Master Intermediate Income Trust (2006–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Putnam Master Intermediate 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. See PIM net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 119.2% | $199.19 Million | $- | $199.19 Million | $167.04 Million | ▼ -14.7 pp |
| 2024 | 134.0% | $226.33 Million | $- | $226.33 Million | $168.93 Million | ▼ -40.5 pp |
| 2023 | 174.4% | $281.09 Million | $- | $281.09 Million | $161.14 Million | ▼ -31.4 pp |
| 2022 | 205.9% | $364.27 Million | $- | $364.27 Million | $176.94 Million | ▲ +37.8 pp |
| 2021 | 168.1% | $350.92 Million | $- | $350.92 Million | $208.74 Million | ▼ -60.7 pp |
| 2020 | 228.8% | $503.52 Million | $- | $503.52 Million | $220.09 Million | ▲ +55.2 pp |
| 2019 | 173.6% | $433.90 Million | $- | $433.90 Million | $249.96 Million | ▲ +37.3 pp |
| 2018 | 136.3% | $357.70 Million | $0.00 | $357.70 Million | $262.51 Million | ▼ -19.7 pp |
| 2017 | 156.0% | $420.49 Million | $0.00 | $420.49 Million | $269.54 Million | ▼ -17.6 pp |
| 2016 | 173.6% | $457.30 Million | $0.00 | $457.30 Million | $263.47 Million | ▼ -14.1 pp |
| 2015 | 187.7% | $522.68 Million | $0.00 | $522.68 Million | $278.51 Million | ▲ +72.2 pp |
| 2014 | 115.5% | $378.29 Million | $- | $378.29 Million | $327.64 Million | ▼ -15.7 pp |
| 2008 | 131.2% | $514.24 Million | $- | $514.24 Million | $392.00 Million | ▲ +24.5 pp |
| 2007 | 106.6% | $617.22 Million | $- | $617.22 Million | $578.80 Million | ▲ +3.1 pp |
| 2006 | 103.5% | $687.96 Million | $- | $687.96 Million | $664.40 Million | — |