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Upturn AI SWOT - About
MFS Municipal Income Trust (MFM)
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Upturn Advisory Summary
08/14/2025: 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.
Number of Analysts
0 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
Analysis of Past Performance
Type Stock | Historic Profit -4.56% | Avg. Invested days 42 | 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 08/14/2025 |
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 formed to provide shareholders with current income exempt from federal income tax, consistent with preservation of capital.
Core Business Areas
- Municipal Bond Investments: The trust invests primarily in municipal bonds, seeking to generate tax-exempt income for its shareholders. This includes investment in various types of municipal debt securities.
Leadership and Structure
The fund is managed by MFS Investment Management. Specific individual leadership details are subject to change but is generally led by portfolio managers specializing in fixed income and municipal bonds. Organisational structure is typical of a closed-end fund, overseen by a board of directors.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: The fund's primary 'product' is its actively managed portfolio of municipal bonds. Specific market share data isn't directly applicable to individual closed-end funds like MFM, but rather to the overall municipal bond market. Competitors are other municipal bond funds, both open-end and closed-end, such as Nuveen, BlackRock, and Eaton Vance funds.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors such as interest rates, credit ratings of issuers, and overall economic conditions. Demand is driven by investors seeking tax-advantaged income.
Positioning
MFM positions itself as a provider of tax-exempt income through a diversified portfolio of municipal bonds. Its competitive advantage lies in its active management by MFS Investment Management.
Total Addressable Market (TAM)
The total outstanding US municipal bond market is estimated to be in the trillions of dollars. MFM's market share is a very small portion of this TAM. The fund is positioned to capture a portion of the income-seeking investor segment within this larger market.
Upturn SWOT Analysis
Strengths
- Experienced management team (MFS Investment Management)
- Diversified municipal bond portfolio
- Tax-exempt income for shareholders
- Established track record
Weaknesses
- Sensitivity to interest rate changes
- Market risk and credit risk associated with municipal bonds
- Leverage increases risk
- Fluctuations in net asset value (NAV)
Opportunities
- Increased demand for tax-advantaged investments
- Potential for capital appreciation during periods of falling interest rates
- Ability to capitalize on market inefficiencies
- Expansion into new segments of the municipal bond market
Threats
- Rising interest rates
- Credit downgrades of municipal issuers
- Changes in tax laws
- Increased competition from other fixed-income investments
Competitors and Market Share
Key Competitors
- NUW
- VBF
- HYT
Competitive Landscape
MFM competes with other closed-end and open-end municipal bond funds. Advantages include MFS's expertise and diversified portfolio. Disadvantages include sensitivity to market fluctuations and credit risk.
Growth Trajectory and Initiatives
Historical Growth: Growth is dependent on the performance of the municipal bond market and MFS's investment management capabilities. Growth trends can be reviewed using historical fund performance data.
Future Projections: Future growth depends on factors such as interest rate trends, the credit quality of municipal issuers, and overall market conditions. Analyst estimates are not readily available.
Recent Initiatives: Recent initiatives are not typically made public to keep a competitive advantage.
Summary
MFS Municipal Income Trust offers a diversified portfolio of municipal bonds, providing tax-exempt income. The fund's performance is susceptible to interest rate changes and credit risk. MFS's experienced management is a strength, but competition from other fixed-income investments poses a threat. They should look out for any upcoming changes to municipal tax laws.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- MFS Investment Management Website
- Financial News Outlets (e.g., Bloomberg, Yahoo Finance)
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and fund performance can change. Consult with a qualified financial advisor before making any investment decisions.
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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