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Upturn AI SWOT - About
MFS Municipal Income Trust (MFM)
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Upturn Advisory Summary
04/01/2025: MFM (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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -6.34% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 218.29M USD | Price to earnings Ratio 4.65 | 1Y Target Price - |
Price to earnings Ratio 4.65 | 1Y Target Price - | ||
Volume (30-day avg) 110291 | Beta 0.58 | 52 Weeks Range 4.84 - 5.65 | Updated Date 04/1/2025 |
52 Weeks Range 4.84 - 5.65 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 4.81% | Basic EPS (TTM) 1.14 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 273.13% | Operating Margin (TTM) 84.45% |
Management Effectiveness
Return on Assets (TTM) 2.55% | Return on Equity (TTM) 19.87% |
Valuation
Trailing PE 4.65 | Forward PE - | Enterprise Value 332063264 | Price to Sales(TTM) 12.76 |
Enterprise Value 332063264 | Price to Sales(TTM) 12.76 | ||
Enterprise Value to Revenue 4.66 | Enterprise Value to EBITDA - | Shares Outstanding 41187600 | Shares Floating - |
Shares Outstanding 41187600 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 38.54 |
Analyst Ratings
Rating 5 | Target Price - | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
MFS Municipal Income Trust
Company Overview
History and Background
MFS Municipal Income Trust (MFM) is a closed-end fund that invests primarily in municipal bonds. It was established to provide investors with a high level of current income exempt from federal income tax, consistent with prudent investment management.
Core Business Areas
- Municipal Bond Investments: The fund invests in a diversified portfolio of municipal bonds, seeking to maximize tax-exempt income. This includes bonds issued by states, cities, and other local government entities.
Leadership and Structure
The fund is managed by MFS Investment Management. Details of the leadership team can be found on the MFS website or in fund documentation.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: MFM offers investors a diversified portfolio of municipal bonds. Market share data for closed-end municipal bond funds is fragmented and dynamic; precise figures are hard to come by. Competitors include other closed-end municipal bond funds from firms like BlackRock, Nuveen, and Eaton Vance.
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rates, credit quality of issuers, and tax policy. Demand is driven by investors seeking tax-advantaged income.
Positioning
MFM positions itself as a provider of tax-exempt income through a professionally managed portfolio. Competitive advantages include MFS's established research capabilities and track record.
Total Addressable Market (TAM)
The total municipal bond market is trillions of dollars. MFM, as a closed-end fund, captures a small portion, dependent on fund size and investor demand.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Tax-Exempt Income
- Diversified Portfolio
- Established Brand (MFS)
Weaknesses
- Interest Rate Risk
- Credit Risk (Municipal Bonds)
- Closed-End Fund Structure (Potential for Discount to NAV)
- Expense Ratio
Opportunities
- Rising Tax Rates (Increased Demand for Tax-Exempt Income)
- Infrastructure Spending (Increased Municipal Bond Issuance)
- Market Volatility (Potential Buying Opportunities)
- Growing Demand for ESG Investments (Green Bonds)
Threats
- Rising Interest Rates
- Credit Downgrades of Municipal Issuers
- Changes in Tax Laws
- Increased Competition from Other Municipal Bond Funds
Competitors and Market Share
Key Competitors
- VFL
- NUV
- EIM
- NBB
- BFK
Competitive Landscape
MFM competes with other closed-end municipal bond funds. Key differentiators include fund size, expense ratio, and historical performance.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth is linked to the performance of its municipal bond portfolio and ability to attract and retain investors.
Future Projections: Future growth depends on interest rate environment, municipal bond market conditions, and the fund's investment strategy.
Recent Initiatives: Information on recent strategic initiatives is unavailable without access to MFS's internal data or public filings.
Summary
MFS Municipal Income Trust (MFM) offers tax-exempt income through a diversified municipal bond portfolio. Its strengths lie in MFS's management and brand. It faces risks from interest rate changes and credit downgrades and needs to look out for the expense ratio. The funds are growing, and MFM is competing with many other funds.
Similar Companies
- VFL
- NUV
- EIM
- NBB
- BFK
Sources and Disclaimers
Data Sources:
- MFS Investment Management Website
- SEC Filings
- Financial News Outlets
- Morningstar
- Yahoo Finance
- Seeking Alpha
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share data is estimated and subject to change. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 Municipal Income Trust
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1987-11-05 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
MFS Municipal Income Trust is a close ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets of the United States. It primarily invests in tax-exempt bonds and tax-exempt notes. The fund benchmarks the performance of its portfolio against Barclays Municipal Bond Index. MFS Municipal Income Trust was founded in November 25, 1986 and and is domiciled in United States.
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