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Upturn AI SWOT - About
MFS Multimarket Income Trust (MMT)
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Upturn Advisory Summary
06/30/2025: MMT (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
Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | 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 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 |
Analyst Ratings
Rating 3 | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
MFS Multimarket Income Trust
Company Overview
History and Background
MFS Multimarket Income Trust (MMT) is a closed-end management investment company. Founded with a focus on providing income through a diversified portfolio of debt securities. It has evolved to incorporate global fixed-income markets and strategies.
Core Business Areas
- Fixed Income Investment: MMT invests primarily in a diversified portfolio of fixed-income securities, including U.S. and foreign government and corporate debt, and mortgage-backed and other asset-backed securities. The goal is to generate current income, with a secondary objective of capital appreciation.
Leadership and Structure
The fund is managed by MFS Investment Management, a global investment manager with a long history in asset management. The fund is structured as a closed-end fund, meaning it has a fixed number of shares and trades on the stock exchange.
Top Products and Market Share
Key Offerings
- Diversified Fixed Income Portfolio: MMT provides investors with access to a diversified portfolio of fixed income securities across various sectors and geographies. The fund's market share is relative to other closed-end funds with similar investment objectives, but specific market share data for individual closed-end funds is not widely tracked and can vary considerably based on AUM. Competitors include other closed-end funds such as BlackRock and PIMCO.
Market Dynamics
Industry Overview
The closed-end fund market provides investors with access to various asset classes, including fixed income. The industry is influenced by factors such as interest rates, credit spreads, and global economic conditions.
Positioning
MMT is positioned as a global fixed-income fund that seeks to generate current income and capital appreciation. Its competitive advantages lie in its experienced management team at MFS and its diversified investment approach.
Total Addressable Market (TAM)
The total addressable market for fixed-income investments is vast, representing trillions of dollars globally. MMT's position relative to the TAM is small, focusing on a specific niche within closed-end fund investments.
Upturn SWOT Analysis
Strengths
- Experienced management team (MFS Investment Management)
- Diversified investment portfolio
- Global investment mandate
- Established track record
Weaknesses
- Closed-end fund structure can lead to trading at a discount to net asset value (NAV)
- Sensitivity to interest rate changes
- Reliance on manager expertise
- Fees and expenses can impact returns
Opportunities
- Increasing demand for income-generating investments
- Global economic growth
- Expanding into new fixed-income sectors
- Innovation in fixed-income strategies
Threats
- Rising interest rates
- Economic downturns
- Increased competition from other investment products
- Geopolitical risks
Competitors and Market Share
Key Competitors
- PDI
- PCI
- BBN
Competitive Landscape
MMT faces competition from other closed-end funds with similar investment objectives. Its advantages include MFS's expertise, but it faces challenges in competing on yield and expense ratios.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the fund's net asset value (NAV) performance and its ability to attract and retain investors. Growth can be measured by the increase in AUM and the share price performance over time.
Future Projections: Future growth depends on the fund's ability to generate income and capital appreciation in a changing market environment. Analyst estimates for closed-end funds like MMT are less readily available compared to individual stocks.
Recent Initiatives: Recent initiatives may include changes to the fund's investment strategy, portfolio composition, or distribution policy. Review the fund's reports and announcements for updates.
Summary
MFS Multimarket Income Trust offers a diversified fixed-income portfolio managed by MFS. While MMT provides a global investment strategy to generate income, potential threats include rising interest rates and economic uncertainty. Key strengths are experienced management and diversification but closed-end fund structure and fund management fees could hinder returns. Growth opportunities lie in capturing income-generating assets and appealing to investor demand.
Peer Comparison
Sources and Disclaimers
Data Sources:
- MFS Investment Management Website
- SEC Filings
- Financial News Outlets
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment 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 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.
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