Mfs Intermediate Income Trust (MIN) — SEC Filings
Mfs Intermediate Income Trust (MIN) — 8 SEC filings. Latest: DEF 14A (Aug 22, 2025). Includes 4 SC 13G/A, 2 DEF 14A, 2 SC 13G.
View Mfs Intermediate Income Trust on SEC EDGAR
Overview
Mfs Intermediate Income Trust (MIN) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEF 14A filed on Aug 22, 2025: MFS Intermediate Income Trust (MIN) filed a DEF 14A on August 22, 2025, primarily to elect Trustees at its Annual Meeting on October 2, 2025. The filing details the re-election of four Trustees—Maureen R. Goldfarb, Maryanne L. Roepke, Paula E. Smith, and Laurie J. Thomsen—for common shareholders, wi
Sentiment Summary
Across 8 filings, the sentiment breakdown is: 8 neutral. The dominant filing sentiment for Mfs Intermediate Income Trust is neutral.
Filing Type Overview
Mfs Intermediate Income Trust (MIN) has filed 2 DEF 14A, 4 SC 13G/A, 2 SC 13G with the SEC between Jan 2024 to Aug 2025.
Filings by Year
Recent SEC Filings (8)
| Date | Form | Description | Risk |
|---|---|---|---|
| Aug 22, 2025 | DEF 14A | MFS Intermediate Income Trust Seeks Trustee Re-election in Routine Proxy Filing | low |
| Nov 14, 2024 | SC 13G/A | SC 13G/A Filing | |
| Nov 13, 2024 | SC 13G | SC 13G Filing | |
| Oct 7, 2024 | SC 13G | SC 13G Filing | |
| Aug 23, 2024 | DEF 14A | MFS Intermediate Income Trust Files Annual Proxy Statement | low |
| Feb 8, 2024 | SC 13G/A | 1607 Capital Partners Holds 5.0% Stake in MFS Intermediate Income Trust | low |
| Feb 8, 2024 | SC 13G/A | SIT Investment Associates Amends MIN Stake, Maintains Passive Position | low |
| Jan 31, 2024 | SC 13G/A | First Trust Portfolios Updates MFS Intermediate Income Trust Holdings |
Risk Profile
Risk Assessment: Of MIN's 4 recent filings, 0 were flagged as high-risk, 0 as medium-risk, and 4 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Key Executives
- Maureen R. Goldfarb
- Maryanne L. Roepke
- Paula E. Smith
- Laurie J. Thomsen
- John P. Kavanaugh
- Michael W. Roberge
Industry Context
The MFS Intermediate Income Trust operates within the closed-end fund sector, specifically focusing on income generation. This sector is characterized by a competitive landscape where funds vie for investor capital by offering attractive yields and managing investment portfolios effectively. Industry trends include a continued focus on income-producing assets and adherence to robust governance standards to maintain investor confidence.
Top Tags
institutional-ownership (3) · amendment (3) · closed-end-fund (2) · Proxy Statement (1) · Board Election (1) · Corporate Governance (1) · Closed-End Fund (1) · Trustee Retirement (1) · Shareholder Meeting (1) · Investment Management (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Common Shares Outstanding | 113,798,238 | MFS Intermediate Income Trust as of July 31, 2025 |
| Estimated Solicitation and Voting Tabulation Cost | $32,084 | Initial cost for Computershare services |
| Number of Trustees | 12 | Fixed number of Trustees for each Trust |
| Number of Independent Trustees | 11 | Out of 12 Trustees on the Board |
| Annual Meeting Date | 2025-10-02 | Date of the 2025 Annual Meeting of Shareholders |
| Record Date | 2025-07-31 | Shareholders of record entitled to vote |
| Retirement Date | 2025-12-31 | Expected retirement date for Laurie J. Thomsen |
| Age for Trustee Retirement | 75 | Earlier of 75 years of age or 15/20 years of service |
| Years of Service for Trustee Retirement | 20 | For Independent Trustees who joined prior to 2015 |
| Number of Standing Committees | 7 | Consisting exclusively of Independent Trustees |
| Filing Date | 20240823 | Date the DEF 14A was filed with the SEC. |
| Period of Report | 20241003 | The fiscal period this filing pertains to. |
| Shares Beneficially Owned | 1,607,936 | The total number of shares of MFS Intermediate Income Trust owned by 1607 Capital Partners, LLC as of December 31, 2023. |
| Percentage of Class | 5.0% | The percentage of MFS Intermediate Income Trust's outstanding shares beneficially owned by 1607 Capital Partners, LLC. |
| CUSIP Number | 55273C107 | The unique identification number for MFS Intermediate Income Trust's securities. |
Forward-Looking Statements
- {"claim":"1607 Capital Partners, LLC will likely maintain a significant, but non-controlling, stake in MFS Intermediate Income Trust for the foreseeable future.","entity":"1607 Capital Partners, LLC","targetDate":"December 31, 2024","confidence":"medium"}
- {"claim":"SIT Investment Associates will continue to be a significant holder of MFS Intermediate Income Trust shares.","entity":"SIT Investment Associates Inc.","targetDate":"December 31, 2024","confidence":"medium"}
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Frequently Asked Questions
What are the latest SEC filings for Mfs Intermediate Income Trust (MIN)?
Mfs Intermediate Income Trust has 8 recent SEC filings from Jan 2024 to Aug 2025, including 4 SC 13G/A, 2 DEF 14A, 2 SC 13G. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of MIN filings?
Across 8 filings, the sentiment breakdown is: 8 neutral. The dominant sentiment is neutral.
Where can I find Mfs Intermediate Income Trust SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Mfs Intermediate Income Trust (MIN) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Mfs Intermediate Income Trust?
Financial highlights for Mfs Intermediate Income Trust are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for MIN?
The investment thesis for MIN includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Mfs Intermediate Income Trust?
Key executives identified across Mfs Intermediate Income Trust's filings include Maureen R. Goldfarb, Maryanne L. Roepke, Paula E. Smith, Laurie J. Thomsen, John P. Kavanaugh and 1 others.
What are the main risk factors for Mfs Intermediate Income Trust stock?
Of MIN's 4 assessed filings, 0 were flagged high-risk, 0 medium-risk, and 4 low-risk.
What are recent predictions and forward guidance from Mfs Intermediate Income Trust?
Recent forward-looking statements from Mfs Intermediate Income Trust include guidance on {"claim":"1607 Capital Partners, LLC will likely maintain a significant, but non-controlling, stake in MFS Intermediate and 1 other predictions.