MFS Intermediate Income Trust (MIN)

• Market cap: $307M
• 1 day: 0.37%
• 5 days: 2.27%
• 1 month: 1.89%
• 3 months: -0.37%
• 6 months: 1.12%
• Year to date: 1.50%
• 1 year: -2.17%
• 5 years: -29.50%
• 10 years: -45.23%

About: MFS Intermediate Income Trust is a diversified closed-end management investment company. The fund's investment objective is to seek high current income but may also consider capital appreciation. It invests the assets in debt instruments. Its portfolio of investments comprises of different sector investments such as the automotive, chemicals, energy, food and beverages, insurance, and other sectors.

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

5% more funds holding

Funds holding: 91 [Q2] → 96 (+5) [Q3]

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0% more capital invested

Capital invested by funds: $151M [Q2] → $151M (+$432K) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

0.95% less ownership

Funds ownership: 49.67% [Q2] → 48.72% (-0.95%) [Q3]