MFS Charter Income Trust (MCR)
NYSE: MCR · Real-Time Price · USD
6.37
+0.04 (0.63%)
Aug 1, 2025, 4:00 PM - Market closed

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.

MFS Charter Income Trust
MFS Charter Income Trust logo
CountryUnited States
Founded1989
IndustryAsset Management
SectorFinancials
CEOMs. Robin Ann Stelmach

Contact Details

Address:
111 Huntington Avenue
Boston, Massachusetts 02199-7618
United States
Phone617 954 5000
Websitemfs.com

Stock Details

Ticker SymbolMCR
ExchangeNYSE
Reporting CurrencyUSD
CIK Code0000851170
CUSIP Number552727109
ISIN NumberUS5527271093
Employer ID04-3055815

Key Executives

NamePosition
Robin Ann StelmachPresident and Interested Trustee
Frank L. TarantinoIndependent Chief Compliance Officer
Michael J. Skatrud C.F.A., CFAPortfolio Manager
Richard S. WeitzelAssistant Secretary and Assistant Clerk
Kasey L. PhilipsAssistant Treasurer
Brian E. LangenfeldAssistant Secretary and Assistant Clerk
Susan A. PereiraAssistant Secretary and Assistant Clerk
Ethan D. CoreyAssistant Secretary and Assistant Clerk
Thomas H. ConnorsAssistant Secretary and Assistant Clerk
Christopher R. BohaneAssistant Secretary and Assistant Clerk

Latest SEC Filings

DateTypeTitle
Jul 28, 2025N-CSRSFiling
Jul 25, 2025NPORT-PMonthly Portfolio Investments Report on Form N-PORT (Public)
Apr 24, 2025NPORT-PMonthly Portfolio Investments Report on Form N-PORT (Public)
Apr 2, 2025SCHEDULE 13GFiling
Feb 11, 2025N-CENFiling
Jan 27, 2025N-CSRFiling
Jan 24, 2025NPORT-PMonthly Portfolio Investments Report on Form N-PORT (Public)
Oct 28, 202440-17GFiling
Oct 25, 2024NPORT-PMonthly Portfolio Investments Report on Form N-PORT (Public)
Aug 27, 2024N-PXAnnual Report of proxy voting record of management investment companies