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Upturn AI SWOT - About
MFS Intermediate Income Trust (MIN)
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Upturn Advisory Summary
09/17/2025: MIN (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
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $2.4
1 Year Target Price $2.4
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 8.72% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 307.25M USD | Price to earnings Ratio 12.27 | 1Y Target Price 2.4 |
Price to earnings Ratio 12.27 | 1Y Target Price 2.4 | ||
Volume (30-day avg) 1 | Beta 0.28 | 52 Weeks Range 2.44 - 2.71 | Updated Date 09/17/2025 |
52 Weeks Range 2.44 - 2.71 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 8.88% | Basic EPS (TTM) 0.22 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 193.05% | Operating Margin (TTM) 81.49% |
Management Effectiveness
Return on Assets (TTM) 1.99% | Return on Equity (TTM) 7.57% |
Valuation
Trailing PE 12.27 | Forward PE - | Enterprise Value 300641920 | Price to Sales(TTM) 24.67 |
Enterprise Value 300641920 | Price to Sales(TTM) 24.67 | ||
Enterprise Value to Revenue 12.49 | Enterprise Value to EBITDA - | Shares Outstanding 113798000 | Shares Floating - |
Shares Outstanding 113798000 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 55.19 |
Upturn AI SWOT
MFS Intermediate Income Trust
Company Overview
History and Background
MFS Intermediate Income Trust (MIN) is a closed-end management investment company. It seeks high current income, but may also consider capital appreciation.
Core Business Areas
- Fixed Income Investments: The Trust invests primarily in a diversified portfolio of intermediate-term fixed income securities, including U.S. government securities, corporate bonds, and mortgage-backed securities.
Leadership and Structure
The fund is managed by MFS Investment Management. Specific details on individual leadership roles are generally available in the fund's SEC filings and annual reports.
Top Products and Market Share
Key Offerings
- Diversified Fixed Income Portfolio: MIN offers investors a diversified portfolio of fixed-income securities. Market share data specific to MIN's exact fixed income strategy is unavailable, but the broader closed-end fund market is competitive. Competitors include other closed-end funds specializing in fixed income investments.
Market Dynamics
Industry Overview
The closed-end fund market for fixed income is influenced by interest rates, credit spreads, and macroeconomic conditions. Investor demand for income drives flows into these funds.
Positioning
MIN is positioned as an income-generating investment vehicle. Its competitive advantages may include MFS's investment expertise and historical performance.
Total Addressable Market (TAM)
The TAM for fixed income closed-end funds is in the billions of dollars. MIN's positioning allows it to capture a share of this market by providing income-seeking investors with a diversified portfolio.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio
- Established track record
- Regular income distribution
Weaknesses
- Sensitivity to interest rate changes
- Management fees
- Potential for discount to NAV
- Limited capital appreciation potential
Opportunities
- Growing demand for income-generating investments
- Potential to capitalize on market inefficiencies
- Expansion into new fixed income sectors
- Attract retail investors
Threats
- Rising interest rates
- Credit risk
- Increased competition from other fixed income products
- Economic downturn
Competitors and Market Share
Key Competitors
- PDI
- PCI
- OXLC
Competitive Landscape
MIN competes with other closed-end funds for investor capital. Its success depends on its ability to deliver consistent income and manage risk effectively.
Growth Trajectory and Initiatives
Historical Growth: MIN's growth is primarily driven by inflows and the performance of its underlying fixed income investments.
Future Projections: Future growth is dependent on the overall fixed income market and the fund's ability to generate attractive returns relative to its peers.
Recent Initiatives: Recent initiatives may include adjusting the portfolio's duration or credit quality in response to changing market conditions.
Summary
MFS Intermediate Income Trust offers a diversified fixed-income portfolio designed to generate current income. Its performance is sensitive to interest rate movements and credit conditions. While its experienced management and established track record are strengths, it faces competition and potential risks from rising rates and economic downturns. Investors should carefully consider these factors before investing. MIN benefits from a growing demand for income, but the future performance depends on the market and strategic initiatives.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings
- Fund websites
- Financial news sources
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share and TAM data are estimates. Past performance is not indicative of future results.
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 Intermediate Income Trust
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1988-03-11 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
MFS Intermediate Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets across the globe. It primarily invests in debt instruments. The fund seeks to benchmarks the performance of its portfolio against the Barclays Intermediate U.S. Government/Credit and MFS Intermediate Income Trust Blended Index. MFS Intermediate Income Trust was formed on March 17, 1988 and is domiciled in the United States.
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