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Upturn AI SWOT - About
MFS Multimarket Income Trust (MMT)
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Upturn Advisory Summary
04/01/2025: 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.
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 12.31% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 257.15M USD | Price to earnings Ratio 5.81 | 1Y Target Price - |
Price to earnings Ratio 5.81 | 1Y Target Price - | ||
Volume (30-day avg) 95766 | Beta 0.67 | 52 Weeks Range 4.12 - 4.74 | Updated Date 04/1/2025 |
52 Weeks Range 4.12 - 4.74 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 8.73% | Basic EPS (TTM) 0.8 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 199.55% | Operating Margin (TTM) 87.73% |
Management Effectiveness
Return on Assets (TTM) 3.32% | Return on Equity (TTM) 16.6% |
Valuation
Trailing PE 5.81 | Forward PE - | Enterprise Value 351797216 | Price to Sales(TTM) 11.35 |
Enterprise Value 351797216 | Price to Sales(TTM) 11.35 | ||
Enterprise Value to Revenue 7.69 | Enterprise Value to EBITDA - | Shares Outstanding 55301700 | Shares Floating - |
Shares Outstanding 55301700 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 22.49 |
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. While specific founding details are unavailable without further research, MFS has a long history dating back to 1924 and MMT focuses on providing high current income.
Core Business Areas
- Investment Management: MMT focuses on investing in a diversified portfolio of fixed-income securities, including U.S. and foreign government debt, corporate bonds, and mortgage-backed securities.
Leadership and Structure
MFS Investment Management serves as the investment advisor for MFS Multimarket Income Trust. Specific details on the leadership team of MMT itself are not publicly available beyond MFS.
Top Products and Market Share
Key Offerings
- High-Yield Fixed-Income Portfolio: MMT offers investors access to a diversified portfolio of fixed-income securities aiming to generate high current income. Market share data specific to MMT is not directly comparable due to its closed-end fund structure. Competitors include other closed-end funds focusing on multi-sector fixed income like PIMCO Dynamic Income Fund (PDI).
Market Dynamics
Industry Overview
The fixed-income market is influenced by interest rate changes, economic growth, and credit spreads. Demand is driven by investors seeking income and diversification.
Positioning
MMT aims to provide higher income than traditional fixed-income investments by investing in a global and diversified portfolio. Its competitive advantage lies in MFS's investment management expertise.
Total Addressable Market (TAM)
The total addressable market for fixed income investments is trillions of dollars globally. MMT's market share is small relative to the overall market but targets a niche segment seeking higher yields.
Upturn SWOT Analysis
Strengths
- Experienced investment management team (MFS)
- Diversified portfolio across multiple sectors
- Potential for higher income compared to traditional fixed income
Weaknesses
- Sensitivity to interest rate changes
- Credit risk associated with high-yield investments
- Closed-end fund structure can lead to market price fluctuations
Opportunities
- Increased demand for income-generating investments in a low-interest-rate environment
- Expansion into new fixed-income sectors or geographies
- Leveraging MFS's global research capabilities
Threats
- Rising interest rates could negatively impact bond prices
- Economic recession could lead to credit defaults
- Increased competition from other fixed-income investment products
Competitors and Market Share
Key Competitors
- PDI
- PCI
- PTY
- GOF
- BME
Competitive Landscape
MMT competes with other closed-end funds for investor capital. Its advantages depend on MFS's investment performance and expense ratio.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: MMT's growth depends on its investment performance and ability to attract and retain investors. Growth data needs to be derived from actual annual reports.
Future Projections: Future growth is dependent on MFS's investment strategy, market conditions, and investor demand. Analyst estimates are not readily available for specific closed-end funds like MMT.
Recent Initiatives: Recent initiatives would need to be derived from MFS's strategy announcements and MMT's public filings.
Summary
MFS Multimarket Income Trust aims to provide high income through a diversified portfolio. While it benefits from MFS's experience, it faces risks tied to interest rates and credit quality. It faces competition from similar closed-end funds. Growth depends on investment performance and market demand. Additional analysis would be needed using historical and real data.
Similar Companies
- PDI
- PCI
- PTY
- GOF
- BME
- MS
- BLK
- JPM
- WDR
- AGNC
Sources and Disclaimers
Data Sources:
- MFS official website
- SEC Filings
- Yahoo Finance
Disclaimers:
This analysis is based on publicly available information and limited data. It should not be considered financial advice. Consult with a qualified professional before making investment decisions. Market share percentages are estimated and for illustrative purposes only.
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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