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Upturn AI SWOT - About
MFS Intermediate Income Trust (MIN)
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Upturn Advisory Summary
10/30/2025: MIN (1-star) is currently NOT-A-BUY. Pass it for now.
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 6.87% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 295.88M USD | Price to earnings Ratio 11.82 | 1Y Target Price 2.4 |
Price to earnings Ratio 11.82 | 1Y Target Price 2.4 | ||
Volume (30-day avg) 1 | Beta 0.27 | 52 Weeks Range 2.42 - 2.69 | Updated Date 10/30/2025 |
52 Weeks Range 2.42 - 2.69 | Updated Date 10/30/2025 | ||
Dividends yield (FY) 9.16% | 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 11.82 | Forward PE - | Enterprise Value 300641920 | Price to Sales(TTM) 23.76 |
Enterprise Value 300641920 | Price to Sales(TTM) 23.76 | ||
Enterprise Value to Revenue 12.33 | Enterprise Value to EBITDA - | Shares Outstanding 113798238 | Shares Floating - |
Shares Outstanding 113798238 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 52.85 |
Upturn AI SWOT
MFS Intermediate Income Trust
Company Overview
History and Background
MFS Intermediate Income Trust is a closed-end management investment company that focuses on generating current income, with a secondary objective of capital appreciation. The Trust is managed by MFS Investment Management, a firm with a long history in the investment management industry, dating back to 1924.
Core Business Areas
- Fixed Income Investments: Invests in a diversified portfolio of fixed-income securities, including U.S. government securities, corporate bonds, mortgage-backed securities, and asset-backed securities.
Leadership and Structure
The Trust is managed by MFS Investment Management. Portfolio managers are responsible for making investment decisions within the framework of the Trust's investment objective and policies.
Top Products and Market Share
Key Offerings
- Intermediate Income Portfolio: The Trust's primary offering is a portfolio of intermediate-term fixed income securities. As a closed-end fund, market share is difficult to directly ascertain but it is part of the larger fixed income funds segment. Competitors include other closed-end funds and ETFs focused on fixed income.
Market Dynamics
Industry Overview
The investment management industry is highly competitive, with numerous firms offering similar products and services. Interest rate fluctuations, economic conditions, and investor sentiment can all impact the performance of fixed-income investments.
Positioning
MFS Intermediate Income Trust is positioned as a vehicle for investors seeking current income and diversification within the fixed-income market. Its competitive advantages include the expertise of its management team and its established track record.
Total Addressable Market (TAM)
The TAM is the total value of the fixed income market. The Trust is positioned to capture a portion of this large market by offering a specific strategy (intermediate income).
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Diversified Portfolio
- Established Track Record
- Active Management
Weaknesses
- Sensitivity to Interest Rate Changes
- Management Fees
- Potential for Discount to NAV
- Complexity of Fixed Income Markets
Opportunities
- Rising Interest Rate Environment (potentially increasing income)
- Increased Demand for Income-Generating Investments
- Expansion into New Fixed-Income Sectors
- Growing Interest in Active Management
Threats
- Economic Downturn
- Increased Competition
- Changes in Regulations
- Interest Rate Volatility
Competitors and Market Share
Key Competitors
- PIMCO Corporate & Income Opportunity Fund (PTY)
- BlackRock Core Bond Trust (BHK)
- Nuveen Credit Strategies Income Fund (JQC)
Competitive Landscape
MFS Intermediate Income Trust competes with other closed-end funds and ETFs that invest in fixed-income securities. Its competitive advantages may include its management team's expertise and its specific investment strategy.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is reflected in the Trust's NAV performance and distribution yield over time.
Future Projections: Future projections are subject to market conditions and cannot be predicted with certainty. Analyst estimates may be available from financial data providers.
Recent Initiatives: Recent initiatives could include changes in portfolio composition, adjustments to the distribution policy, or marketing efforts to attract new investors.
Summary
MFS Intermediate Income Trust offers exposure to intermediate-term fixed-income securities, seeking current income. Its performance is tied to interest rate movements and the overall health of the credit markets. Active management provides a potential advantage, but management fees can be a drag. Investor demand for income and interest rate trends are key considerations. The fund needs to be mindful of rising interest rates.
Similar Stocks
Sources and Disclaimers
Data Sources:
- MFS Investment Management Website
- SEC Filings
- Financial News Outlets (e.g., Bloomberg, Reuters)
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Past performance is not indicative of future results. Market share data is approximate and based on available information from the mentioned sources.
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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