Invesco Municipal Opportunity Trust (VMO) — Strategic Asset Allocation Index

Latest as of January 2026: 154.6%

Invesco Municipal Opportunity Trust (VMO) has a Strategic Asset Allocation Index of 154.6% as of January 2026. Strategic assets (PP&E of $- plus long-term investments of $1.07 Billion) total $1.07 Billion, measured against net assets of $690.16 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check how resilient are Invesco Municipal Opportunity Trust's assets to evaluate the company's liquid asset resilience ratio.

SAAI

154.6%
Strategic Assets / Net Assets

Strategic Assets

$1.07 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$690.16 Million
USD

Invesco Municipal Opportunity Trust Strategic Asset Allocation Index (2006–2025)

This chart shows how Invesco Municipal Opportunity Trust's Strategic Asset Allocation Index has evolved across 15 annual periods from 2006 to 2025. As of January 2026, the index stands at 154.6%, representing strategic assets of $1.07 Billion against net assets of $690.16 Million USD. See VMO financial flexibility score to measure the company's free cash flow as a share of total liabilities.

Annual Strategic Asset Allocation Index for Invesco Municipal Opportunity Trust (2006–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Invesco Municipal Opportunity 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 the full company profile including market capitalisation, see VMO stock market capitalisation.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 154.6% $1.07 Billion $- $1.07 Billion $690.16 Million ▲ +2.7 pp
2024 151.9% $1.10 Billion $- $1.10 Billion $721.45 Million ▼ -5.4 pp
2023 157.2% $1.17 Billion $- $1.17 Billion $743.52 Million ▼ -5.9 pp
2022 163.2% $1.17 Billion $- $1.17 Billion $715.01 Million ▼ -2.3 pp
2021 165.4% $1.43 Billion $- $1.43 Billion $863.39 Million ▲ +2.4 pp
2020 163.0% $1.48 Billion $- $1.48 Billion $907.69 Million ▼ -2.1 pp
2019 165.1% $1.55 Billion $- $1.55 Billion $939.56 Million ▼ -2.5 pp
2018 167.6% $1.46 Billion $- $1.46 Billion $868.43 Million ▼ -1.7 pp
2017 169.4% $1.50 Billion $- $1.50 Billion $887.66 Million ▲ +48.7 pp
2016 120.6% $1.09 Billion $- $1.09 Billion $903.86 Million ▲ +4.9 pp
2015 115.8% $1.11 Billion $- $1.11 Billion $955.57 Million ▼ -50.2 pp
2014 166.0% $1.59 Billion $- $1.59 Billion $960.24 Million ▲ +46.2 pp
2008 119.8% $750.03 Million $- $750.03 Million $626.02 Million ▲ +3.4 pp
2007 116.4% $1.01 Billion $- $1.01 Billion $865.35 Million ▲ +8.6 pp
2006 107.7% $978.08 Million $- $978.08 Million $907.95 Million
pp = percentage points