Company Description
MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company.
The fund invests in the fixed income markets across the globe. It invests primarily in corporate bonds of U.S. or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed, and other asset-backed securities of U.S. or foreign issuers, or debt instruments of issuers located in emerging market countries.
The fund employs a combination of fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio.
It seeks to benchmarks the performance of its portfolio against a combination of the Barclays U.S. High-Yield Corporate Bond 2% Issuer Capped Index, MFS Charter Income Trust Blended Index, Barclays U.S. Credit Bond Index, Barclays U.S. Government/Mortgage Bond Index, Citigroup World Government Bond Non-Dollar Hedged Index, and JPMorgan Emerging Markets Bond Index Global.
MFS Charter Income Trust was formed on July 20, 1989 and is domiciled in the United States.
| Country | United States |
| Founded | 1989 |
| Industry | Asset Management |
| Sector | Financials |
| CEO | Ms. Robin Ann Stelmach |
Contact Details
Address: 111 Huntington Avenue Boston, Massachusetts 02199 United States | |
| Phone | 617 954 5000 |
| Website | mfs.com |
Stock Details
| Ticker Symbol | MCR |
| Exchange | NYSE |
| Reporting Currency | USD |
| CIK Code | 0000851170 |
| CUSIP Number | 552727109 |
| ISIN Number | US5527271093 |
| Employer ID | 04-3055815 |
Key Executives
| Name | Position |
|---|---|
| Robin Ann Stelmach | President and Interested Trustee |
| Frank L. Tarantino | Independent Chief Compliance Officer |
| Michael J. Skatrud C.F.A., CFA | Portfolio Manager |
| Richard S. Weitzel | Assistant Secretary and Assistant Clerk |
| Kasey L. Philips | Assistant Treasurer |
| Brian E. Langenfeld | Assistant Secretary and Assistant Clerk |
| Susan A. Pereira | Assistant Secretary and Assistant Clerk |
| Ethan D. Corey | Assistant Secretary and Assistant Clerk |
| Thomas H. Connors | Assistant Secretary and Assistant Clerk |
| Christopher R. Bohane | Assistant Secretary and Assistant Clerk |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Oct 28, 2024 | 40-17G | Filing |
| Oct 25, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Aug 27, 2024 | N-PX | Annual Report of proxy voting record of management investment companies |
| Aug 23, 2024 | DEF 14A | Other definitive proxy statements |
| Jul 25, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Jul 22, 2024 | N-CSRS | Filing |
| Apr 24, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Feb 9, 2024 | N-CEN | Filing |
| Feb 9, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Jan 25, 2024 | N-CSR | Filing |