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MFS Multimarket Income Trust (MMT)
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Upturn Advisory Summary
12/24/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 9.55% | Avg. Invested days 73 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/24/2025 |
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
The MFS Multimarket Income Trust (NYSE: MMI) is a closed-end fund managed by Massachusetts Financial Services Company (MFS). Established in 1981, it aims to provide current income and capital appreciation. Over its history, the fund has evolved its investment strategy to adapt to changing market conditions, focusing on a diversified portfolio of income-producing securities.
Core Business Areas
- Income-Focused Investment Management: The trust's primary objective is to generate current income for its shareholders through investments in a diversified portfolio of debt and equity securities. This includes corporate bonds, government securities, dividend-paying stocks, and other income-generating instruments across various markets.
- Capital Appreciation: In addition to income, the trust also seeks capital appreciation by investing in securities that have the potential to increase in value over time. This dual objective aims to provide a more comprehensive return profile for investors.
Leadership and Structure
MFS Multimarket Income Trust is managed by a team of portfolio managers at Massachusetts Financial Services Company (MFS). MFS itself is a global investment management firm with a long history and extensive resources. The trust operates as a closed-end fund, meaning it has a fixed number of shares traded on an exchange.
Top Products and Market Share
Key Offerings
- MMI - Income and Growth Portfolio: The core offering of MFS Multimarket Income Trust is its diversified portfolio of income-generating and growth-oriented securities. The fund's strategy aims to balance current income with potential for capital appreciation. Specific holdings are not typically disclosed with market share data as it is a single closed-end fund, not a product with direct market share figures against other specific products. Competitors are other income-focused closed-end funds and ETFs, as well as actively managed mutual funds specializing in income and dividend strategies.
Market Dynamics
Industry Overview
The closed-end fund industry, particularly those focused on income generation, operates within the broader asset management sector. This sector is influenced by interest rate environments, economic growth, inflation, and investor demand for yield. The competitive landscape is robust, with numerous funds offering similar income-focused strategies.
Positioning
MFS Multimarket Income Trust is positioned as an income-generating investment vehicle for retail and institutional investors seeking regular income streams and potential capital growth. Its positioning relies on its investment management expertise and diversified portfolio approach to navigate market volatility and deliver consistent returns. Its competitive advantages lie in the established reputation and research capabilities of MFS.
Total Addressable Market (TAM)
The TAM for income-focused investments is vast, encompassing the global fixed income and equity markets, as well as specialized income-generating products like closed-end funds. MFS Multimarket Income Trust competes for a portion of this TAM by attracting investors seeking its specific income and growth profile. Its TAM is essentially the total investable assets seeking income and capital appreciation, which is in the trillions of dollars globally. MMI is a single fund within this massive market, aiming to capture a small fraction of investor capital.
Upturn SWOT Analysis
Strengths
- Experienced Investment Management Team: Backed by MFS's global research and portfolio management capabilities.
- Diversified Portfolio: Reduces risk by spreading investments across various asset classes and sectors.
- Established Track Record: The fund has been in operation for several decades.
- Closed-End Structure: Allows for potentially stable net asset value (NAV) management and less susceptible to daily inflows/outflows compared to open-end funds.
Weaknesses
- Market Volatility Impact: Like all investments, its NAV and distributions can be affected by broader market fluctuations.
- Potential for Premium/Discount: Closed-end funds can trade at a premium or discount to their NAV, which can affect investor returns.
- Fee Structure: Management and other fees can impact overall returns.
Opportunities
- Favorable Interest Rate Environment (potential): A rising or stable interest rate environment can benefit income-producing assets.
- Investor Demand for Income: Ongoing demand from investors seeking yield in various market conditions.
- Global Diversification: Opportunities to invest in a wide range of international markets and securities.
- Potential for Strategic Acquisitions/Mergers (within MFS family): MFS could leverage its scale for strategic moves.
Threats
- Rising Interest Rates (negative impact on bond prices): Can lead to declines in the value of fixed-income holdings.
- Economic Downturns: Can negatively impact corporate earnings and bond credit quality.
- Increased Competition: Growing number of alternative income-focused investment products.
- Regulatory Changes: Potential changes in tax laws or investment regulations impacting income funds.
Competitors and Market Share
Key Competitors
- Nuveen High Income Fund (NHF)
- BlackRock Limited Duration Income Trust (BKLN)
- PIMCO High Income Fund (PHK)
- Apollo Senior Floating Rate Fund Inc. (AEF)
- Invesco High Yield Municipal Bond Fund (AXD)
Competitive Landscape
MFS Multimarket Income Trust competes in a crowded space of income-focused closed-end funds. Its advantages include MFS's brand reputation and investment expertise. However, it faces competition from funds with potentially lower expense ratios, more specialized strategies, or different leverage profiles. The performance of competitors, their distribution policies, and their ability to attract investor capital are key factors.
Growth Trajectory and Initiatives
Historical Growth: Historical growth for MFS Multimarket Income Trust is best understood through its Net Asset Value (NAV) per share performance and its distribution history over time. The fund's ability to grow its NAV and maintain or increase distributions is indicative of its historical success in generating investment returns.
Future Projections: Future projections for MFS Multimarket Income Trust are not provided as explicit analyst estimates in the same way as for operating companies. Instead, investor expectations are based on the fund's investment strategy, its historical performance, and the outlook for the underlying asset classes in which it invests.
Recent Initiatives: Recent initiatives would typically involve adjustments to the portfolio strategy by the fund managers in response to market conditions, such as changes in allocation to different income-producing sectors or the inclusion of new investment strategies to enhance income generation or capital appreciation.
Summary
MFS Multimarket Income Trust is a seasoned closed-end fund focused on delivering income and capital appreciation through a diversified portfolio. It benefits from MFS's established investment management capabilities. However, it operates in a highly competitive market and is susceptible to interest rate fluctuations and broader economic downturns. Its success hinges on skillful portfolio management and adapting to evolving market conditions to consistently meet investor income and return objectives.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Massachusetts Financial Services Company (MFS) official filings and reports (e.g., Prospectus, Annual Reports, Semi-Annual Reports).
- Financial data providers (e.g., Morningstar, Bloomberg, Yahoo Finance).
- Industry analysis reports on the closed-end fund market.
Disclaimers:
This JSON output is for informational purposes only and does not constitute investment advice. Financial data and market share figures are estimates and subject to change. Past performance is not indicative of future results. Investors should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions.
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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