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MFS Intermediate Income Trust (MIN)
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Upturn Advisory Summary
12/04/2025: 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 11.41% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 302.70M USD | Price to earnings Ratio 12.09 | 1Y Target Price 2.4 |
Price to earnings Ratio 12.09 | 1Y Target Price 2.4 | ||
Volume (30-day avg) 1 | Beta 0.28 | 52 Weeks Range 2.41 - 2.67 | Updated Date 12/5/2025 |
52 Weeks Range 2.41 - 2.67 | Updated Date 12/5/2025 | ||
Dividends yield (FY) 9.02% | 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 12.09 | Forward PE - | Enterprise Value 300641920 | Price to Sales(TTM) 24.31 |
Enterprise Value 300641920 | Price to Sales(TTM) 24.31 | ||
Enterprise Value to Revenue 12.31 | Enterprise Value to EBITDA - | Shares Outstanding 113798238 | Shares Floating - |
Shares Outstanding 113798238 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 52.59 |
Upturn AI SWOT
MFS Intermediate Income Trust
Company Overview
History and Background
MFS Intermediate Income Trust (MIN) is a closed-end investment company. It seeks high current income consistent with the preservation of capital. It was established to provide investors with a diversified portfolio of intermediate-term fixed income securities.
Core Business Areas
- Fixed Income Investments: Primarily invests in a diversified portfolio of U.S. and foreign fixed-income securities, including corporate bonds, government bonds, mortgage-backed securities, and asset-backed securities.
Leadership and Structure
The trust is managed by Massachusetts Financial Services Company (MFS). The portfolio management team is responsible for investment decisions and overall strategy.
Top Products and Market Share
Key Offerings
- Intermediate-Term Fixed Income Portfolio: MIN's primary product is a diversified portfolio of fixed-income securities. Market share data specific to MIN within the broader closed-end fund landscape is difficult to pinpoint precisely. Competitors include other actively managed intermediate-term bond funds and ETFs.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, credit spreads, and overall market sentiment. Demand for fixed-income investments fluctuates based on risk appetite and economic outlook.
Positioning
MIN positions itself as a provider of high current income with a focus on intermediate-term fixed-income securities. It aims to offer a balance between yield and capital preservation.
Total Addressable Market (TAM)
The TAM is the total value of the intermediate-term fixed income market, which is multi-trillion dollars. MIN is positioned within this market as a specialized fund aiming for higher yield through active management. Precise TAM relevance depends on MIN's AUM relative to the entire market.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Diversified Portfolio
- Focus on Income Generation
Weaknesses
- Management Fees
- Sensitivity to Interest Rate Changes
- Potential for Discount to NAV
Opportunities
- Rising Interest Rate Environment (potentially increased yields)
- Increased Demand for Income-Generating Assets
- Expanding into New Fixed Income Sectors
Threats
- Economic Downturn
- Credit Market Volatility
- Increased Competition from ETFs and other Funds
Competitors and Market Share
Key Competitors
- PIMCO Income Strategy Fund (PFL)
- BlackRock Core Bond Trust (BHK)
- Nuveen Intermediate Duration Municipal Term Fund (NID)
Competitive Landscape
MIN competes with other closed-end funds and ETFs focused on fixed income. Its competitive advantages include its experienced management team and diversified portfolio. Disadvantages may include higher management fees compared to passively managed ETFs. Market share data for closed end funds are not exact. Therefore, an estmate market share is provided.
Growth Trajectory and Initiatives
Historical Growth: Growth is reflected in changes in AUM and NAV per share. Historical growth depends on market conditions and investment performance.
Future Projections: Future growth projections depend on analyst estimates, market conditions and investment performance.
Recent Initiatives: Recent initiatives may include adjustments to the portfolio allocation based on market outlook, as well as maintaining consistent payouts.
Summary
MFS Intermediate Income Trust aims to provide high current income through a diversified portfolio of intermediate-term fixed-income securities. Its strength lies in its experienced management team. However, it is susceptible to interest rate risk and market volatility. The Trust faces competition from other fixed-income funds, and its success hinges on its ability to deliver competitive returns while managing risk effectively.
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Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial Data Providers (e.g., Bloomberg, Yahoo Finance)
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved.
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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