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Upturn AI SWOT - About
MFS Municipal Income Trust (MFM)
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Upturn Advisory Summary
09/12/2025: MFM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 2.64% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 212.53M USD | Price to earnings Ratio 25.8 | 1Y Target Price - |
Price to earnings Ratio 25.8 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.68 | 52 Weeks Range 4.94 - 5.78 | Updated Date 06/29/2025 |
52 Weeks Range 4.94 - 5.78 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 5.06% | Basic EPS (TTM) 0.2 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 45.93% | Operating Margin (TTM) 85.28% |
Management Effectiveness
Return on Assets (TTM) 2.54% | Return on Equity (TTM) 3.27% |
Valuation
Trailing PE 25.8 | Forward PE - | Enterprise Value 326298048 | Price to Sales(TTM) 12.34 |
Enterprise Value 326298048 | Price to Sales(TTM) 12.34 | ||
Enterprise Value to Revenue 26.41 | Enterprise Value to EBITDA - | Shares Outstanding 41187600 | Shares Floating - |
Shares Outstanding 41187600 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 40.54 |
Upturn AI SWOT
MFS Municipal Income Trust
Company Overview
History and Background
MFS Municipal Income Trust (MFM) is a closed-end management investment company. It was established to provide current income exempt from federal income tax, consistent with prudent investment management.
Core Business Areas
- Municipal Bond Investments: Investing primarily in a portfolio of tax-exempt municipal bonds. This includes bonds issued by states, cities, and other local government entities.
Leadership and Structure
MFS Investment Management serves as the investment advisor. The fund has a board of trustees overseeing its operations. Specific names of individuals are subject to change and require real-time data access.
Top Products and Market Share
Key Offerings
- Municipal Income Fund: This fund invests primarily in tax-exempt municipal bonds. Market share data for individual closed-end funds is not readily available; competition includes other closed-end municipal bond funds such as Nuveen AMT-Free Municipal Credit Income Fund (NVG) and BlackRock MuniHoldings Fund (MHD).
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors like interest rates, tax policy, and the financial health of state and local governments. Demand for tax-exempt income drives investment.
Positioning
MFM aims to provide a steady stream of tax-exempt income through diversified municipal bond holdings. Its competitive advantage lies in its experience and established management team.
Total Addressable Market (TAM)
The total municipal bond market is in the trillions. MFM captures a small portion of this TAM, focusing on a diversified approach within tax-exempt securities.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio of municipal bonds
- Tax-exempt income for investors
Weaknesses
- Sensitivity to interest rate changes
- Potential for credit risk on municipal bonds
- Discount to net asset value (NAV)
Opportunities
- Increasing demand for tax-exempt income
- Potential for capital appreciation in a low-interest-rate environment
- Expansion into new municipal bond sectors
Threats
- Rising interest rates
- Changes in tax policy
- Economic downturn impacting municipal bond issuers
Competitors and Market Share
Key Competitors
- NVG
- MHD
- VFL
- NUV
- HYT
Competitive Landscape
MFM competes with other closed-end municipal bond funds for investor capital. The competitive advantage lies in management expertise.
Growth Trajectory and Initiatives
Historical Growth: Growth is largely dependent on market conditions and the ability to maintain NAV and distributions.
Future Projections: Future projections require analyst estimates, subject to market conditions. Demand for tax-exempt income remains a key driver.
Recent Initiatives: Recent initiatives involve managing the portfolio based on the economic condition.
Summary
MFS Municipal Income Trust provides a steady stream of tax-exempt income but is exposed to interest rate and credit risks. Its experienced management and diversified portfolio are strengths. Rising interest rates and tax policy changes could pose challenges. The demand for tax-exempt income continues to support the fund's stability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data is approximate. Real-time data may differ.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About MFS Municipal Income Trust
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1987-11-05 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
MFS Municipal Income Trust is a close ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets of the United States. It primarily invests in tax-exempt bonds and tax-exempt notes. The fund benchmarks the performance of its portfolio against Barclays Municipal Bond Index. MFS Municipal Income Trust was founded in November 25, 1986 and and is domiciled in United States.
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