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Upturn AI Summary - About
MFS Intermediate Income Trust(MIN)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MIN
11/06/2026: MIN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
MFS Intermediate Income Trust is a closed-end investment fund that provides investors with monthly income through a diversified portfolio of investment-grade debt instruments. The fund's primary strength lies in the experienced, long-term active management provided by MFS Investment Management. While the fund offers a steady income stream, it is subject to risks related to interest rate sensitivity and its structure as a closed-end fund, which often leads to shares trading at a discount to their net asset value. It is best suited for income-oriented retail investors who prioritize consistent payouts over capital growth. Investors should monitor shifts in interest rate policies and potential changes to the fund's distribution policy.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund's primary objective is income and capital preservation rather than significant capital appreciation. |
| Momentum investor | Weak fit | The fund is an income vehicle and lacks the price momentum typical of growth stocks. |
| Value investor | Mixed fit | Investors may find value if shares trade at a significant discount to NAV. |
| Dividend investor | Strong fit | The managed distribution policy makes it suitable for investors seeking consistent monthly income. |
| Low-risk investor | Mixed fit | While focusing on investment-grade debt, the fund remains subject to interest rate and market price volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Share prices can fluctuate significantly on the secondary market independent of NAV. |
| Valuation risk | Medium | The risk of purchasing at a premium that later narrows to a discount. |
| Competition risk (fixed income/ETF competition) | Medium / high | Investors may rotate into lower-cost, more liquid ETFs. |
| Business quality | Strong | MFS Investment Management provides high-quality research and experienced fund management. |
| Dividend income | Medium | Distributions are managed and not guaranteed, subject to portfolio performance. |
| Execution risk | Low | The fund follows a well-established strategy with long-standing management processes. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 3.87% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 270.27M USD | Price to earnings Ratio 23.75 | 1Y Target Price 2.4 |
Price to earnings Ratio 23.75 | 1Y Target Price 2.4 | ||
Volume (30-day avg) 36.1K shares | Beta 0.28 | 52 Weeks Range 13.49 - 14.75 | Updated Date 11/07/2026 |
52 Weeks Range 13.49 - 14.75 | Updated Date 11/07/2026 | ||
Dividends yield (FY) 9.71% | Basic EPS (TTM) 0.6 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Fixed Income Management | Income from debt instruments and interest earned on portfolio holdings. | The fund generates money by collecting interest on the bonds it owns, which is then passed on to shareholders. |
| Geography | Diversified exposure to U.S. and global government/corporate debt. | Your returns are tied to the stability and interest-paying capacity of global government and corporate entities. |
Valuation
Trailing PE 23.75 | Forward PE - | Enterprise Value 300.64M | Price to Sales(TTM) 21.96 |
Enterprise Value 300.64M | Price to Sales(TTM) 21.96 | ||
Enterprise Value to Revenue 23.49 | Enterprise Value to EBITDA - | Shares Outstanding 18.97M | Shares Floating - |
Shares Outstanding 18.97M | Shares Floating - | ||
Percent Insiders - | Percent Institutions 58.17 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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