Welcome to our dedicated page for MFS Intermediate Income Fund SEC filings (Ticker: MIN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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MFS Intermediate Income Trust is a closed-end bond fund focused on investment grade debt with an average duration of 3.8 years and average effective maturity of 3.6 years as of October 31, 2025. For the twelve months ended that date, the fund delivered a total return of 6.02% at net asset value and 4.33% at market price, compared with 6.15% for its Bloomberg U.S. Intermediate Government/Credit Bond Index benchmark.
The portfolio is diversified across fixed income sectors, led by investment grade corporates and U.S. Treasuries, with significant BBB and U.S. government exposure. The fund operates under a managed distribution policy targeting an annual rate of 8.50% of average monthly NAV, which for the year produced dividends tax‑characterized as about $10.3 million ordinary income and $16.5 million return of capital. Net assets were $311.1 million, or $2.73 per share, versus a market price of $2.61 at period end.
MFS Intermediate Income Trust filed a Form 4 reporting insider holdings related to Joseph Flaherty, who is identified as an officer of the advisor to the fund and not as a director or 10% owner. The filing is made for a single reporting person and lists an earliest transaction date of 06/01/2025. Standard tables for non-derivative and derivative securities are included to capture any acquisitions, dispositions, or holdings associated with this reporting person.
Allspring Global Investments Holdings, LLC filed an amended Schedule 13G reporting beneficial ownership of 4,172,106 shares of MFS Intermediate Income Trust (CUSIP 55273C107), representing 3.7 of the class as of 09/30/2025. The filer reports sole voting power over 2,525,055 shares and sole dispositive power over all 4,172,106 shares, with no shared voting or dispositive power.
The filing states the securities are owned of record by clients of investment advisers directly or indirectly owned by the reporting parent, and no client is known to hold more than 5 of the class. The certification confirms the securities were acquired in the ordinary course of business and not for the purpose of changing control.
MFS Intermediate Income Trust insider Kanwal Amrit filed a Form 4 reporting no transactions. The filing lists Amrit as an officer of the advisor but shows no shares bought, sold, acquired, or disposed of, and no share counts reported for this period.
MFS Intermediate Income Trust (NYSE:MIN) submitted a Form 4 disclosing changes in beneficial ownership for William Adams, an officer of the trust’s investment adviser.
The document cites an earliest transaction date of September 30, 2024; however, the excerpted tables that normally present share amounts, transaction codes and prices contain no data. As a result, the filing does not reveal whether any MIN shares were acquired or disposed of, nor does it quantify Mr. Adams’s post-transaction holdings.
Because no numerical information is provided, investors lack the context needed to judge the size or significance of the reported activity. Based on the available details, the filing appears to be a routine compliance submission with no obvious impact on the fund’s financial position or governance.