MFS Intermediate Income Trust : 2021 Section 163(j) Interest Dividends
January 23, 2022
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2021 Section 163(j) Interest Dividends
These percentages represent the portion of each respective fund's income distributions during calendar year 2021 which may qualify as Section 163(j) Interest Dividends for corporate shareholders under §163(j) of the Internal Revenue Code. Certain holding period limitations and other exceptions may apply. Consult your tax advisor to determine applicability. Any funds not listed below had no Section 163(j) Interest Dividends in 2021.
Name of Fund
Section 163(j) Interest Dividends
MFS® Charter Income Trust
93.88%
MFS® Government Markets Income Trust
99.50%
MFS® Intermediate High Income Fund
98.65%
MFS® Intermediate Income Trust
100.00%
MFS® Multimarket Income Trust
96.64%
MFS® Special Value Trust
71.57%
If you have any questions about this information, please call us at 1-800-637-2304 any business day. While we are not able to provide personal tax assistance to shareholders, our service representatives will be pleased to answer your questions about the information we have sent you.
CE-SEC163J-INS-1/2222-EX
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MFS Intermediate Income Trust published this content on 24 January 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 28 January 2022 18:32:22 UTC.
MFS Intermediate Income Trust (the Fund) is a diversified closed-end management investment company. The Fundâs investment objective is to seek high current income but may also consider capital appreciation. The Fundâs investment adviser, Massachusetts Financial Services Company (MFS), normally invests the fundâs assets primarily in debt instruments. MFS generally invests substantially all of the Fundâs assets in investment grade quality debt instruments. MFS may invest the Fundâs assets in foreign securities. MFS normally invests the Fundâs assets across different industries and sectors, but MFS may invest a significant percentage of the Fundâs assets in issuers in a single industry or sector. The principal investment types in which the Fund may invest are debt instruments, securitized instruments, corporate bonds, United States government securities and others. The Fund seeks to make a monthly distribution at an annual fixed rate of 8.50% of the fundâs average monthly net asset value.