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Upturn AI SWOT - About
MFS Intermediate Income Trust (MIN)
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Upturn Advisory Summary
08/28/2025: 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 9.12% | Avg. Invested days 57 | 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 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 306.12M USD | Price to earnings Ratio 12.23 | 1Y Target Price 2.4 |
Price to earnings Ratio 12.23 | 1Y Target Price 2.4 | ||
Volume (30-day avg) 1 | Beta 0.27 | 52 Weeks Range 2.47 - 2.70 | Updated Date 08/29/2025 |
52 Weeks Range 2.47 - 2.70 | Updated Date 08/29/2025 | ||
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 12.23 | Forward PE - | Enterprise Value 300641920 | Price to Sales(TTM) 24.58 |
Enterprise Value 300641920 | Price to Sales(TTM) 24.58 | ||
Enterprise Value to Revenue 12.45 | Enterprise Value to EBITDA - | Shares Outstanding 113798000 | Shares Floating - |
Shares Outstanding 113798000 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 53.44 |
Upturn AI SWOT
MFS Intermediate Income Trust
Company Overview
History and Background
MFS Intermediate Income Trust (NYSE: MIN) is a closed-end investment fund. The fund seeks to provide high current income, but may also consider capital appreciation. It was founded to provide investors with diversified exposure to intermediate-term debt securities.
Core Business Areas
- Fixed Income Investments: Investing in a diversified portfolio of intermediate-term debt securities, including U.S. government securities, corporate bonds, and mortgage-backed securities.
Leadership and Structure
The fund is managed by MFS Investment Management. The structure is that of a closed-end fund, with a board of trustees overseeing fund operations.
Top Products and Market Share
Key Offerings
- Diversified Intermediate-Term Debt Portfolio: The fund's core offering is a professionally managed portfolio of debt securities with an intermediate-term maturity profile. Market share data for closed-end funds is dispersed and not easily attributed to a single fund; it competes with other closed-end funds and ETFs focusing on intermediate-term debt. Competitors include PIMCO Corporate & Income Opportunity Fund (PTY), and Nuveen Credit Strategies Income Fund (JQC).
Market Dynamics
Industry Overview
The closed-end fund industry is characterized by actively managed portfolios often focused on specific sectors or investment strategies. Interest rates, credit spreads, and overall economic conditions significantly influence the performance of intermediate-term debt funds.
Positioning
MIN aims to offer a balance between income generation and capital preservation by focusing on intermediate-term debt. Competitive advantages include MFS's investment expertise and the fund's established track record.
Total Addressable Market (TAM)
The TAM for fixed-income investments is substantial, comprising trillions of dollars. MIN's positioning within the intermediate-term segment gives it access to a significant portion of this market.
Upturn SWOT Analysis
Strengths
- Experienced management team (MFS)
- Diversified portfolio
- Established track record
- High current income focus
Weaknesses
- Sensitivity to interest rate changes
- Potential for NAV erosion
- Management fees can impact returns
- Discount to NAV can fluctuate
Opportunities
- Rising interest rate environment (potentially higher yields)
- Increased demand for income-generating investments
- Expanding investor awareness of closed-end funds
- Strategic allocation to undervalued debt securities
Threats
- Economic downturn (increased credit risk)
- Rising inflation (erosion of purchasing power)
- Increased competition from ETFs
- Changes in tax laws
Competitors and Market Share
Key Competitors
- PTY
- JQC
- EAD
- DMO
Competitive Landscape
MIN competes with other closed-end funds and ETFs focusing on fixed income. Its advantages depend on MFS's investment expertise and its specific portfolio construction.
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily driven by the fund's ability to generate income and capital appreciation from its investments.
Future Projections: Future growth depends on the performance of the fixed-income market and MFS's investment strategies.
Recent Initiatives: Recent initiatives may include adjusting portfolio allocations to capitalize on market opportunities.
Summary
MFS Intermediate Income Trust offers a diversified exposure to intermediate-term debt, providing high current income. Its performance is sensitive to interest rate changes and credit risk. It competes with other fixed-income funds, and its success depends on MFS's investment strategies. Investors should consider the fund's risks and potential rewards before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Yahoo Finance
- MFS Investment Management
- SEC Filings
- Financial News Providers
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and may vary.
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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