Company MFS Intermediate Income Trust

Equities

MIN

US55273C1071

Closed End Funds

Market Closed - Nyse 04:00:02 2024-03-28 pm EDT 5-day change 1st Jan Change
2.66 USD -0.37% Intraday chart for MFS Intermediate Income Trust +0.76% -0.75%

Business Summary

MFS Intermediate Income Trust (the Fund) 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. The Fund’s investment adviser, Massachusetts Financial Services Company (MFS), normally invests the fund’s assets primarily in debt instruments. MFS generally invests substantially all of the Fund’s assets in investment grade quality debt instruments. MFS may invest the Fund’s assets in foreign securities. MFS normally invests the Fund’s assets across different industries and sectors, but MFS may invest a significant percentage of the Fund’s assets in issuers in a single industry or sector. The principal investment types in which the Fund may invest are debt instruments, securitized instruments, corporate bonds, United States government securities and others. The Fund seeks to make a monthly distribution at an annual fixed rate of 8.50% of the fund’s average monthly net asset value.

Sales per Business

USD in Million2022Weight2023Weight Delta
Investment and Related Activities
100.0 %
10 100.0 % 5 100.0 % -50.88%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
10 100.0 % 5 100.0 % -50.88%

Managers

Managers TitleAgeSince
President 54 05-06-30
Compliance Officer 47 22-02-28
Corporate Secretary 56 17-03-31
Corporate Officer/Principal 52 05-06-30
Corporate Officer/Principal 50 06-05-31
Corporate Officer/Principal 50 05-06-30
Treasurer 63 90-08-31

Members of the board

Members of the board TitleAgeSince
Director/Board Member 67 17-03-22
Director/Board Member 69 18-12-31
Director/Board Member 70 17-03-22
Director/Board Member 72 14-01-31
Director/Board Member 68 14-04-30
Chairman 68 08-12-31
Director/Board Member 68 08-12-31
Director/Board Member 57 20-12-31
Director/Board Member 65 05-02-28
Director/Board Member 63 18-12-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 114,207,621 114,207,621 ( 100.00 %) 0 100.00 %

Shareholders

NameEquities%Valuation
Sit Investment Associates, Inc.
19.17 %
21,892,059 19.17 % 60 M $
1607 Capital Partners LLC
8.847 %
10,104,432 8.847 % 28 M $
Allspring Global Investments LLC
7.199 %
8,222,126 7.199 % 23 M $
Karpus Management, Inc.
4.441 %
5,071,865 4.441 % 14 M $
AJM Ventures LLC
2.198 %
2,510,471 2.198 % 7 M $
Morgan Stanley Capital Services LLC
1.244 %
1,420,506 1.244 % 4 M $
Ameriprise Financial Services LLC
1.214 %
1,386,816 1.214 % 4 M $
Invesco Capital Management LLC
1.121 %
1,279,769 1.121 % 4 M $
Significant Wealth Partners LLC.
0.4781 %
546,050 0.4781 % 1 M $
Equitable Advisors LLC
0.3615 %
412,846 0.3615 % 1 M $

Company contact information

MFS Intermediate Income Trust

111 Huntington Avenue

02199-9998, Boston

+617 954 5000

http://www.mfs.com
address MFS Intermediate Income Trust(MIN)