MFS INTERMEDIATE INCOME TRUST
About this Fund
MFS Intermediate Income Trust is a leading mutual fund company that has been at the forefront of asset management, providing a comprehensive range of investment solutions to individual and institutional investors. With a rich history of delivering exceptional performance, the company has established itself as a trusted name in the wealth management industry. MFS Intermediate Income Trust offers a diverse portfolio of mutual funds, including equity, debt, and hybrid funds, each designed to cater to the unique needs and risk profiles of its investors. The company's equity funds focus on long-term growth, investing in a broad range of stocks across various sectors and industries, while its debt funds provide a stable source of income, investing in high-quality bonds and other fixed-income securities. Additionally, its hybrid funds offer a balanced approach, combining the potential for growth with the stability of income-generating investments. The company's investor-focused approach is centered around providing tailored investment solutions that meet the specific goals and objectives of its clients. Whether it's through systematic investment plans (SIPs) or lump sum investments, MFS Intermediate Income Trust empowers its investors to achieve their financial goals, be it retirement planning, wealth accumulation, or income generation. The company's key strengths lie in its experienced team of investment professionals, who bring a deep understanding of the markets and a proven track record of delivering strong performance. With a rigorous research process and a disciplined investment approach, MFS Intermediate Income Trust is committed to creating long-term value for its investors. The company's commitment to transparency, accountability, and customer service has earned it the trust of its investors, who appreciate the personalized attention and support they receive throughout their investment journey. MFS Intermediate Income Trust's investment philosophy is built around a long-term perspective, with a focus on fundamental research and a disciplined approach to portfolio management. The company's investment team works closely with its clients to understand their unique needs and risk tolerance, creating customized investment portfolios that are designed to meet their specific objectives. By leveraging its expertise in asset management and wealth management, MFS Intermediate Income Trust is able to provide its investors with a comprehensive range of investment solutions, from mutual funds and exchange-traded funds (ETFs) to separately managed accounts and institutional investment management. With its strong reputation, proven performance, and commitment to investor satisfaction, MFS Intermediate Income Trust has established itself as a trusted partner for investors seeking to achieve their financial goals through a well-diversified portfolio of mutual funds and other investment products. As a result, the company has become a preferred choice for investors looking for a reliable and experienced mutual fund company that can help them navigate the complexities of the investment landscape and achieve their long-term financial objectives.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | ARW ARROW ELECTRONICS INC Since 2026-05-10 | 042735BF6 | Debt |
0.34%
|
$1.04 | 1,049,000 |
| 2 | AJG ARTHUR J GALLAGHER & CO Since 2026-05-10 | 04316JAF6 | Debt |
0.58%
|
$1.79 | 1,626,000 |
| 3 | AVGO BROADCOM INC Since 2026-05-10 | 11135FCC3 | Debt |
0.54%
|
$1.67 | 1,671,000 |
| 4 | CRBG COREBRIDGE FINANCIAL INC Since 2026-05-10 | 21871XAF6 | Debt |
0.81%
|
$2.47 | 2,500,000 |
| 5 | DKS DICK'S SPORTING GOODS Since 2026-05-10 | 253393AF9 | Debt |
0.79%
|
$2.42 | 2,631,000 |
| 6 | ENB ENBRIDGE INC Since 2026-05-10 | 29250NAZ8 | Debt |
0.47%
|
$1.45 | 1,506,000 |
| 7 | FE FIRSTENERGY CORP Since 2026-05-10 | 337932AH0 | Debt |
0.92%
|
$2.82 | 2,827,000 |
| 8 | GXO GXO LOGISTICS INC Since 2026-05-10 | 36262GAF8 | Debt |
0.21%
|
$0.66 | 625,000 |
| 9 | HWM HOWMET AEROSPACE INC Since 2026-05-10 | 443201AD0 | Debt |
0.27%
|
$0.83 | 831,000 |
| 10 | HUM HUMANA INC Since 2026-05-10 | 444859BT8 | Debt |
0.28%
|
$0.85 | 867,000 |
| 11 | HUM HUMANA INC Since 2026-05-10 | 444859BV3 | Debt |
0.30%
|
$0.91 | 882,000 |
| 12 | JPM JPMORGAN CHASE & CO Since 2026-05-10 | 46647PCC8 | Debt |
0.67%
|
$2.05 | 2,250,000 |
| 13 | JPM JPMORGAN CHASE & CO Since 2026-05-10 | 46647PEA0 | Debt |
0.12%
|
$0.36 | 357,000 |
| 14 | MAR MARRIOTT INTERNATIONAL Since 2026-05-10 | 571903BG7 | Debt |
0.24%
|
$0.74 | 802,000 |
| 15 | MAR MARRIOTT INTERNATIONAL Since 2026-05-10 | 571903BH5 | Debt |
0.50%
|
$1.53 | 1,750,000 |
| 16 | NNN NNN REIT INC Since 2026-05-10 | 637417AS5 | Debt |
0.23%
|
$0.70 | 675,000 |
| 17 | PAYX PAYCHEX INC Since 2026-05-10 | 704326AC1 | Debt |
0.64%
|
$1.96 | 1,890,000 |
| 18 | BKNG BOOKING HOLDINGS INC Since 2026-05-10 | 741503BC9 | Debt |
0.88%
|
$2.71 | 2,737,000 |
| 19 | TRGP TARGA RESOURCES CORP Since 2026-05-10 | 87612GAA9 | Debt |
0.11%
|
$0.34 | 357,000 |
| 20 | TRGP TARGA RESOURCES CORP Since 2026-05-10 | 87612GAC5 | Debt |
0.20%
|
$0.62 | 577,000 |
| 21 | UBS UBS GROUP AG Since 2026-05-10 | 90352JAC7 | Debt |
0.80%
|
$2.45 | 2,449,000 |
| 22 | VRSK VERISK ANALYTICS INC Since 2026-05-10 | 92345YAF3 | Debt |
0.23%
|
$0.72 | 716,000 |
| 23 | VRSK VERISK ANALYTICS INC Since 2026-05-10 | 92345YAH9 | Debt |
0.29%
|
$0.90 | 850,000 |