Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
MFS Municipal Income Trust (MFM)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
06/27/2025: MFM (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Year Target Price $
Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
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 |
Analyst Ratings
Rating 3 | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
MFS Municipal Income Trust
Company Overview
History and Background
MFS Municipal Income Trust (MFM) is a closed-end investment fund. It focuses on providing current income exempt from federal income tax by investing primarily in municipal bonds.
Core Business Areas
- Investment Management: Management of a portfolio of municipal bonds, aiming for tax-exempt current income.
Leadership and Structure
The fund is managed by MFS Investment Management. The structure consists of portfolio managers and analysts specializing in municipal debt.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: The fund's primary product is its diversified portfolio of municipal bonds. As a closed-end fund, MFM's market share is difficult to precisely quantify due to the fragmented nature of the municipal bond market. Competitors include other closed-end municipal bond funds and ETFs, such as Nuveen and BlackRock offerings.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors such as interest rates, tax policy, and the financial health of state and local governments. Demand is driven by investors seeking tax-exempt income.
Positioning
MFM is positioned as a provider of tax-exempt income through municipal bond investments. Its competitive advantage lies in its experienced management team and established track record.
Total Addressable Market (TAM)
The total municipal bond market is valued in the trillions of dollars. MFM's positioning allows it to capture a portion of this market by attracting investors seeking tax-advantaged income.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Established track record
- Diversified portfolio
- Tax-exempt income
Weaknesses
- Sensitivity to interest rate changes
- Potential for credit risk in municipal bonds
- Closed-end fund structure can lead to trading at a discount to NAV
Opportunities
- Increasing demand for tax-exempt income
- Potential for capital appreciation in a favorable interest rate environment
- Expansion of the municipal bond market
Threats
- Rising interest rates
- Credit downgrades or defaults by municipal issuers
- Changes in tax laws that reduce the attractiveness of municipal bonds
- Increased competition from other investment products
Competitors and Market Share
Key Competitors
- Nuveen Municipal Value Fund (NUV)
- BlackRock MuniYield Fund (MYD)
- PIMCO Municipal Income Fund (PMF)
Competitive Landscape
MFM competes with other closed-end municipal bond funds based on factors such as yield, expense ratio, and investment strategy. Each fund has its own approach to managing credit and interest rate risk.
Growth Trajectory and Initiatives
Historical Growth: Growth depends on the performance of the municipal bond market and the fund's ability to generate income and capital appreciation.
Future Projections: Future growth is tied to factors such as interest rates, tax policy, and economic conditions.
Recent Initiatives: Recent initiatives may include adjustments to the portfolio's composition in response to market changes.
Summary
MFS Municipal Income Trust provides tax-exempt income through a diversified portfolio of municipal bonds. Its performance is sensitive to interest rate fluctuations and credit risk. The fund has an experienced management team and faces competition from other closed-end funds. Rising interest rates and potential tax law changes pose threats to its attractiveness. A stable municipal bond market is crucial for its success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Fund Fact Sheets
- Financial News Articles
- Morningstar
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be made in consultation with a qualified financial advisor. Market share information is estimated and may not be precise.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.