Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
MFS Multimarket Income Trust (MMT)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/28/2025: MMT (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.
Analysis of Past Performance
Type Stock | Historic Profit 10.07% | Avg. Invested days 66 | 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 256.05M USD | Price to earnings Ratio 12.26 | 1Y Target Price - |
Price to earnings Ratio 12.26 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.59 | 52 Weeks Range 4.31 - 4.90 | Updated Date 06/29/2025 |
52 Weeks Range 4.31 - 4.90 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 8.68% | Basic EPS (TTM) 0.38 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 94.51% | Operating Margin (TTM) 87.71% |
Management Effectiveness
Return on Assets (TTM) 3.24% | Return on Equity (TTM) 7.66% |
Valuation
Trailing PE 12.26 | Forward PE - | Enterprise Value 351038272 | Price to Sales(TTM) 11.54 |
Enterprise Value 351038272 | Price to Sales(TTM) 11.54 | ||
Enterprise Value to Revenue 16.3 | Enterprise Value to EBITDA - | Shares Outstanding 54946400 | Shares Floating - |
Shares Outstanding 54946400 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 23.51 |
Upturn AI SWOT
MFS Multimarket Income Trust
Company Overview
History and Background
MFS Multimarket Income Trust (MMT) is a closed-end fund managed by MFS Investment Management. Founded in 1924, MFS is one of the oldest investment management firms in the United States. MMT aims to provide high current income by investing in a diversified portfolio of fixed-income securities.
Core Business Areas
- Fixed Income Investments: MMT invests in various fixed-income securities, including U.S. government and agency debt, corporate bonds, and mortgage-backed securities.
- Global Debt Markets: The fund also invests in debt securities issued by foreign governments and corporations.
Leadership and Structure
MFS Investment Management is led by Michael Roberge, CEO. The portfolio management team for MMT comprises experienced fixed-income professionals.
Top Products and Market Share
Key Offerings
- MMT Shares: MMT provides shares of a fixed-income fund. Market share is not directly applicable to closed-end funds in the same way as operating companies. Competitors include other closed-end funds focused on multi-sector fixed income. Major competitors are PIMCO Income Strategy Fund (PFL) and Western Asset Global Corporate Defined Opportunity Fund (GDO).
Market Dynamics
Industry Overview
The fixed-income market is influenced by interest rate changes, economic growth, inflation, and credit spreads. Demand for income-generating assets is driven by demographic trends and investor preferences.
Positioning
MMT is positioned as an income-generating investment vehicle within the multi-sector fixed-income segment. Its competitive advantage lies in MFS's long-standing expertise in fixed-income investing and global reach.
Total Addressable Market (TAM)
The total addressable market for fixed income is in the trillions of dollars. MMT, as a single fund, captures a small fraction of this. TAM is not directly relevant, but the multi-sector fixed income subsegment is quite large. MMT's positioning allows it to access a diverse range of fixed-income opportunities globally.
Upturn SWOT Analysis
Strengths
- Experienced management team at MFS
- Diversified portfolio across multiple fixed-income sectors
- Global investment capabilities
- Established track record
Weaknesses
- Sensitivity to interest rate changes
- Credit risk associated with lower-rated debt
- Management fees can impact returns
- Discount to Net Asset Value (NAV) fluctuation
Opportunities
- Rising interest rate environment could improve yields
- Expanding global fixed-income markets
- Increasing demand for income-generating assets
- Active management to enhance returns
Threats
- Economic downturn could lead to credit defaults
- Rising inflation could erode real returns
- Increased competition from other fixed-income funds
- Geopolitical risks impacting global markets
Competitors and Market Share
Key Competitors
- PFL
- GDO
Competitive Landscape
MMT competes with other closed-end funds for investor capital. Its advantage lies in MFS's expertise and its ability to generate consistent income. Disadvantages include sensitivity to market risks and management fees.
Growth Trajectory and Initiatives
Historical Growth: MMT's growth is primarily driven by its ability to generate income and maintain its asset base. Growth in assets has been slow and dependent on capital appreciation.
Future Projections: Future growth is dependent on the fund's investment performance, market conditions, and investor demand. Analyst estimates are for stable dividend income
Recent Initiatives: MMT's recent initiatives likely involve adjustments to its portfolio allocation in response to changing market conditions.
Summary
MFS Multimarket Income Trust (MMT) offers a diversified approach to fixed income, managed by an experienced team at MFS. The fund's strengths lie in its global investment capabilities and consistent income generation. However, it's vulnerable to interest rate changes and credit risks. MMT needs to navigate changing market dynamics and manage fees effectively to maintain its competitive position.
Peer Comparison
Sources and Disclaimers
Data Sources:
- MFS Investment Management Website
- SEC Filings
- Financial Data Providers
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. The accuracy of the data is dependent on the sources cited.
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 Multimarket Income Trust
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1987-03-05 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
MFS Multimarket Income Trust is a closed ended fixed income mutual fund launched and managed by MFS Investment Management, Inc. The fund invests in the fixed income markets across the globe with greater emphasis on United States. It seeks to invest in fixed income securities issued by U.S. Government, foreign government, mortgage backed, and other asset-backed securities of U.S. and foreign issuers, corporate bonds of U.S. and foreign issuers, and debt instruments of issuers located in emerging market countries with an average duration of 5.1 years. The fund employs fundamental analysis with bottom-up stock picking approach while focusing on factors such as underlying credit quality, collateral characteristics, and indenture provisions, and the issuer's management ability, capital structure, leverage, and ability to meet its current obligations. It seeks to benchmarks the performance of its portfolio against a combination of the Citigroup World Government Bond Non-Dollar Hedged Index, JPMorgan Emerging Markets Bond Index Global, Lehman Brothers U.S. Credit Bond Index, Lehman Brothers U.S. Government/Mortgage Bond Index, and Lehman Brothers U.S. High-Yield Corporate Bond Index. MFS Multimarket Income Trust was formed on March 12, 1987 and is domiciled in the Unites States.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.