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Sit Investment Associates and Sit Fixed Income Advisors have filed a Schedule 13D for MFS Intermediate High Income Fund, reporting beneficial ownership of 1,644,570 common shares, or 9.2% of the outstanding stock, based on 17,901,986 shares outstanding as of November 30, 2025.
The shares are held in client accounts, with the Sit entities having shared power to vote and dispose but no sole authority. They describe the position as an investment acquired in open-market transactions, yet signal possible active involvement, including engaging with the board, making shareholder proposals, and potentially nominating trustees.
The Sit entities expressly oppose a proposed reorganization under which this fund and three related funds would transfer substantially all assets to MFS Multimarket Income Trust in a transaction that would liquidate and dissolve the target funds. They communicated this opposition to the board in a February 24, 2026 letter.
CIF submitted a Form N-CEN annual report template for registered investment companies, providing statutory background fields and operational tables for the reporting period.
The excerpt includes reported aggregate brokerage commissions of 414.70000000 and individual broker entries showing 411.08000000 and 3000 in gross commissions, and multiple principal transactions records with disclosed transaction values such as 6,938,503.10000000 and 5,916,814.84000000.
MFS Intermediate High Income Fund, a closed-end high-yield bond fund listed as CIF, reports a 8.75% total return at net asset value and 8.96% at market price for the year ended November 30, 2025, modestly ahead of its Bloomberg U.S. Corporate High-Yield 2% Issuer Capped Index benchmark at 7.55%.
The portfolio is concentrated in below-investment-grade corporate bonds, with major exposure to midstream energy, financial institutions, independent energy producers, cable TV, and electric utilities. Average duration is 4.1 years and average effective maturity is 3.7 years. The fund employs bank leverage equal to 31.24% of total assets at an estimated 4.92% interest cost, which amplified returns over the period but also adds risk.
The fund follows a managed distribution policy, targeting an annual rate of 9.50% of average monthly NAV, paid monthly. For the year, distributions included $2,058,403 of ordinary income and $1,076,512 of return of capital, which can reduce asset base and potentially increase the expense ratio over time. Net assets at period end were $33,018,406, and cash plus equivalents were negative after accounting for borrowing used to finance investments.
MFS Intermediate High Income Fund insider update: a new Form 3 shows that reporting person Thomas P. Murphy, identified as a Director of Advisor, currently reports no beneficial ownership of any securities of MFS Intermediate High Income Fund (ticker CIF). The filing is made as of the event date 01/01/2026 and confirms that neither non-derivative nor derivative securities of the fund are beneficially owned.
MFS Intermediate High Income Fund filed a Form 4 related to Joseph Flaherty, identified as an officer of the fund's advisor. The filing reports no share transactions, with zero buys, zero sells, and a neutral net share position for this reporting period.
MFS Intermediate High Income Fund (CIF) Form 4 identifies Kanwal Amrit as the reporting person and lists their relationship as an Officer of the advisor. The form shows an earliest transaction date of 04/02/2025, but both Table I (non-derivative) and Table II (derivative) contain no reported securities, amounts, or prices. The form is signed by Christopher R. Bohane on 10/06/2025, so no ownership changes can be determined from the disclosed tables.