| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 30.45M | $97.55M | $74.76M | -$22.79M | -23.37% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 660 | $1,656.6 | $1,622.74 | -$33.86 | -2.04% |
Daniel L. Lippincott Karpus Management Inc. | 5.28M | $13.97M | $12.97M | -$999,677.12 | -7.16% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 4.13M | $12.45M | $10.15M | -$2.3M | -18.44% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 268,517 | $719,103.7 | $659,209.23 | -$59,894.47 | -8.33% |
| NYSE Exchange | US Country |
MFS Intermediate Income Trust is a closed-end fixed-income mutual fund, managed by the reputable Massachusetts Financial Services Company. The fund was established on March 17, 1988, and is based in the United States. It focuses on investing in fixed income markets globally, targeting a diverse range of debt instruments to optimize its portfolio performance. The fund benchmarks its results against the Barclays Intermediate U.S. Government/Credit Index and the MFS Intermediate Income Trust Blended Index, seeking to ensure competitive performance in the fixed income sphere.
The primary offering of MFS Intermediate Income Trust includes various fixed income securities. These investments encompass government bonds, corporate bonds, and mortgage-backed securities, designed to provide stable income and capital preservation.
The fund adopts an international perspective, investing in fixed income markets across different countries. This approach allows for diversification, which helps mitigate risks and tap into opportunities beyond the domestic market.
Managed by seasoned professionals from Massachusetts Financial Services Company, MFS Intermediate Income Trust benefits from an active management strategy. This involves constant monitoring and strategic adjustments to the portfolio based on market conditions, ensuring alignment with investment objectives.
The fund employs two specific benchmarks—the Barclays Intermediate U.S. Government/Credit Index and the MFS Intermediate Income Trust Blended Index. These benchmarks serve as performance standards, allowing investors to evaluate the effectiveness of the fund in delivering returns that meet or exceed market averages.
MFS Intermediate Income Trust is designed for various investor profiles, offering accessible investment opportunities within the fixed income market. This includes individual investors looking for income generation as well as institutions aiming to diversify their portfolios.