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Upturn AI SWOT - About
MFS Municipal Income Trust (MFM)
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Upturn Advisory Summary
10/15/2025: 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 3.25% | Avg. Invested days 47 | 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 10/15/2025 |
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. Founded to provide high current income exempt from federal income tax, consistent with prudent investment management.
Core Business Areas
- Municipal Bond Investment: Primary business involves investing in a diversified portfolio of municipal bonds to generate income exempt from federal income tax.
Leadership and Structure
The fund is managed by Massachusetts Financial Services Company (MFS). The portfolio managers make investment decisions.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: Investment portfolio focused on municipal bonds. Data regarding market share is complex as the fund operates within the broader closed-end fund and municipal bond markets. Competitors include other closed-end municipal bond funds managed by firms such as BlackRock, Nuveen, and Eaton Vance. It is difficult to provide a user count or revenue for this single product.
Market Dynamics
Industry Overview
The closed-end fund industry and municipal bond market are influenced by interest rates, tax policies, credit quality, and overall economic conditions.
Positioning
MFM is positioned as a provider of tax-exempt income for investors, seeking stable returns and diversification within the municipal bond market. Its competitive advantage stems from MFS's experience in managing fixed income portfolios.
Total Addressable Market (TAM)
The TAM is the overall municipal bond market, which is trillions of dollars. MFM, as a closed-end fund, holds a small portion of this, its positioning is to offer tax-exempt income to investors within this large market.
Upturn SWOT Analysis
Strengths
- Experienced management team (MFS)
- Tax-exempt income for investors
- Diversified portfolio of municipal bonds
Weaknesses
- Subject to interest rate risk
- Dependence on the municipal bond market
- Fluctuations in Net Asset Value (NAV)
Opportunities
- Rising demand for tax-exempt income
- Potential for capital appreciation in favorable market conditions
- Expansion of municipal bond market
Threats
- Rising interest rates
- Changes in tax laws
- Credit risk associated with municipal bonds
Competitors and Market Share
Key Competitors
- Nuveen AMT-Free Quality Municipal Income Fund (NEA)
- BlackRock Municipal Income Trust (BLE)
- Eaton Vance Municipal Income Trust (EVN)
Competitive Landscape
MFM competes with other closed-end municipal bond funds based on factors such as performance, expense ratios, and investment strategies. MFS's expertise in fixed income management provides a competitive edge.
Growth Trajectory and Initiatives
Historical Growth: Growth is dependent on market conditions, interest rates, and the performance of the municipal bond portfolio.
Future Projections: Future growth is difficult to predict and is subject to market volatility and changes in the municipal bond market.
Recent Initiatives: Ongoing portfolio management to optimize returns and manage risk within the municipal bond market.
Summary
MFS Municipal Income Trust is a closed-end fund providing tax-exempt income through municipal bond investments. Its performance is heavily influenced by interest rate fluctuations and the municipal bond market. With an experienced management team it navigates the market to maximize income, but it needs to remain diligent about managing credit risk and adapting to changing tax policies. MFM faces rising interest rates and fluctuations in Net Asset Value (NAV).
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fund Fact Sheets
- SEC Filings
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
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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