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Upturn AI SWOT - About
MFS Intermediate Income Trust (MIN)
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Upturn Advisory Summary
06/30/2025: 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 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 306.69M USD | Price to earnings Ratio 12.25 | 1Y Target Price 2.4 |
Price to earnings Ratio 12.25 | 1Y Target Price 2.4 | ||
Volume (30-day avg) 1 | Beta 0.28 | 52 Weeks Range 2.61 - 2.79 | Updated Date 06/30/2025 |
52 Weeks Range 2.61 - 2.79 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 8.85% | 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 12.25 | Forward PE - | Enterprise Value 300641920 | Price to Sales(TTM) 24.63 |
Enterprise Value 300641920 | Price to Sales(TTM) 24.63 | ||
Enterprise Value to Revenue 12.47 | Enterprise Value to EBITDA - | Shares Outstanding 113798000 | Shares Floating - |
Shares Outstanding 113798000 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 51.61 |
Analyst Ratings
Rating 1 | Target Price 2.4 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
MFS Intermediate Income Trust
Company Overview
History and Background
MFS Intermediate Income Trust (MIN) is a closed-end fund managed by MFS Investment Management. Founded in 1924, MFS has a long history of investment management. MIN focuses on providing current income, consistent with prudent investment risk.
Core Business Areas
- Fixed Income Investing: MIN invests primarily in a diversified portfolio of intermediate-term investment-grade corporate bonds and other debt securities to generate income.
Leadership and Structure
MFS Investment Management is the investment advisor. The fund is overseen by a board of trustees.
Top Products and Market Share
Key Offerings
- Intermediate-Term Investment-Grade Debt Fund: MIN offers a closed-end fund investing primarily in intermediate-term, investment-grade debt securities. Market share data is not directly available for specific closed-end funds but is a very small piece of the bond market. Competitors include other closed-end funds like PIMCO Corporate & Income Opportunity Fund (PTY) and Nuveen Credit Strategies Income Fund (JQC).
Market Dynamics
Industry Overview
The closed-end fund market is influenced by interest rates, credit spreads, and investor sentiment. Demand for income drives investment in these funds.
Positioning
MIN is positioned as a stable income provider within the closed-end fund space, focusing on investment-grade debt. Its competitive advantage lies in MFS's experience in fixed-income management.
Total Addressable Market (TAM)
The TAM for fixed-income closed-end funds is very large, encompassing the entire market for income-generating securities. MIN's positioning focuses on a portion of that market, emphasizing investment-grade instruments.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Focus on investment-grade debt
- Diversified portfolio
Weaknesses
- Vulnerability to interest rate fluctuations
- Dependence on MFS's investment decisions
- Closed-end structure can lead to trading at a discount to NAV
Opportunities
- Rising interest rate environment can increase income
- Increasing demand for income-generating investments
- Potential for strategic portfolio adjustments
Threats
- Credit downgrades of holdings
- Economic downturn impacting bond market
- Changes in interest rate policy
Competitors and Market Share
Key Competitors
- PTY
- JQC
- PCI
- DHY
- VBF
Competitive Landscape
MIN competes with other closed-end funds for investor capital. Its advantage lies in MFS's investment expertise, but it faces challenges from larger funds with greater scale and more aggressive funds seeking higher yields.
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily driven by the fund's ability to generate income and manage expenses effectively.
Future Projections: Future projections depend on interest rate trends, credit conditions, and management's investment decisions.
Recent Initiatives: Recent initiatives would typically involve portfolio adjustments or changes in investment strategy.
Summary
MFS Intermediate Income Trust offers a stable income stream through investment-grade debt. Its strengths include experienced management, but weaknesses include sensitivity to interest rates and potential for trading below NAV. Opportunities arise from rising rates and income demand, while threats include credit downgrades and economic downturns. Overall, MIN is a reasonable income choice given its strategy and market positioning.
Peer Comparison
Sources and Disclaimers
Data Sources:
- MFS Investment Management Website
- SEC Filings
- Morningstar
- Yahoo Finance
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 based on available information.
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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