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Upturn AI SWOT - About
MFS Intermediate Income Trust (MIN)
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Upturn Advisory Summary
03/10/2025: MIN (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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 2.71% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/10/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 308.96M USD | Price to earnings Ratio 11.31 | 1Y Target Price 2.4 |
Price to earnings Ratio 11.31 | 1Y Target Price 2.4 | ||
Volume (30-day avg) 183801 | Beta 0.29 | 52 Weeks Range 2.38 - 2.72 | Updated Date 04/2/2025 |
52 Weeks Range 2.38 - 2.72 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 8.84% | Basic EPS (TTM) 0.24 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 217.22% | Operating Margin (TTM) 81.58% |
Management Effectiveness
Return on Assets (TTM) 1.98% | Return on Equity (TTM) 8.53% |
Valuation
Trailing PE 11.31 | Forward PE - | Enterprise Value 300641920 | Price to Sales(TTM) 24.57 |
Enterprise Value 300641920 | Price to Sales(TTM) 24.57 | ||
Enterprise Value to Revenue 10.98 | Enterprise Value to EBITDA - | Shares Outstanding 113798000 | Shares Floating - |
Shares Outstanding 113798000 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 52.74 |
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 (NYSE: MIN) is a closed-end management investment company. It began operating in 1988, focusing on current income but also considering capital appreciation.
Core Business Areas
- Fixed Income Investments: MIN invests primarily in a diversified portfolio of intermediate-term investment-grade debt securities. The trust aims to provide current income, but also considers capital appreciation.
Leadership and Structure
The fund is managed by MFS Investment Management. The fund's portfolio managers make investment decisions based on MFS's established investment process.
Top Products and Market Share
Key Offerings
- Intermediate-Term Bond Portfolio: MIN is a single fund offering with no directly competing product within its specific structure. Its 'product' is the diversified intermediate-term bond portfolio itself, focused on income generation. Competitors are other closed-end bond funds, ETFs, and mutual funds with similar investment objectives. Market share is not applicable in a traditional product sense but is measured by Assets Under Management (AUM) among similar investment vehicles. Competitors: PIMCO, BlackRock.
Market Dynamics
Industry Overview
The closed-end fund industry is characterized by fluctuations in investor sentiment, interest rate changes, and credit market conditions. Demand for income-generating assets influences the attractiveness of funds like MIN.
Positioning
MIN is positioned as a provider of intermediate-term investment-grade income. Its competitive advantage lies in its established management team and investment process. It may be disadvantaged by higher expense ratios than some ETFs.
Total Addressable Market (TAM)
The TAM is difficult to quantify exactly but is estimated to be the entire market of fixed income securities. MIN targets a portion of this, specifically the intermediate term investment grade segment. The size of the intermediate term fixed income market is estimated to be several trillion dollars. MIN's positioning within this TAM is based on its ability to generate attractive income and manage risk.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Established investment process
- Diversified portfolio
- Consistent income distribution
Weaknesses
- Higher expense ratios compared to ETFs
- Closed-end fund structure can lead to trading at a discount to NAV
- Sensitivity to interest rate changes
Opportunities
- Increasing demand for income-generating assets
- Potential for capital appreciation in a favorable interest rate environment
- Expansion into new fixed-income sectors
- Increased marketing and distribution efforts
Threats
- Rising interest rates
- Credit market deterioration
- Increased competition from ETFs and other closed-end funds
- Changes in investor sentiment
Competitors and Market Share
Key Competitors
- PIMCO Corporate & Income Opportunity Fund (PTY)
- BlackRock Core Bond Trust (BHK)
- DoubleLine Income Solutions Fund (DSL)
Competitive Landscape
MIN competes with other closed-end funds, ETFs, and mutual funds. Key differentiators include its management team, investment process, and expense ratio. It is disadvantaged by the closed-end structure that can lead to trading at a discount to NAV.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth trends are tied to overall market conditions and interest rates and cannot be described using just a number.
Future Projections: Future projections are not readily available in the requested detailed format for a trust. Analyst estimates vary.
Recent Initiatives: Recent initiatives are not readily available in the requested detailed format for a trust.
Summary
MFS Intermediate Income Trust is a well-established closed-end fund focused on generating income from intermediate-term investment-grade bonds. It benefits from an experienced management team and a diversified portfolio, but it faces challenges related to higher expense ratios and interest rate sensitivity. The fund's performance is closely tied to market conditions and investor sentiment, and its closed-end structure can create trading inefficiencies. Maintaining a competitive expense ratio and adapting to changing market dynamics are important for its long-term success.
Similar Companies
BHK
BlackRock Core Bond Closed Fund
BHK
BlackRock Core Bond Closed Fund
Sources and Disclaimers
Data Sources:
- MFS Investment Management Website
- SEC Filings
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share and other data are approximate and subject to change. 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 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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