Stock MCR MFS CHARTER INCOME TRUST
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Company MFS Charter Income Trust

Equities

MCR

US5527271093

Closed End Funds

Market Closed - Nyse
Other stock markets
 21:10:00 26/04/2024 BST 		5-day change 1st Jan Change
6.15 USD +0.90% Intraday chart for MFS Charter Income Trust +0.82% -4.80%
01-25 MFS Charter Income Trust Reports Earnings Results for the Full Year Ended November 30, 2023 CI
2023 MFS Charter Income Trust Reports Earnings Results for the Half Year Ended May 31, 2023 CI

Business Summary

MFS Charter Income Trust (Fund) is a diversified closed-end management investment company. The Fund’s investment objective is to seek high current income, but also considers capital appreciation. The Fund primarily invests in debt instruments. The Fund also invests in corporate bonds of the United States and/or foreign issuers, United States government securities, foreign government securities, mortgage-backed securities and other securitized instruments of United States and/or foreign issuers, and/or debt instruments of issuers located in emerging market countries. It invests in a range of fixed income sectors, such as high yield corporates, emerging markets bonds, investment grade corporates, Non- United States government bonds, commercial mortgage-backed securities, mortgage-backed securities, collateralized debt obligations, municipal bonds, asset-backed securities and United States treasury securities. The Fund's investment advisor is Massachusetts Financial Services Company.

Sales per Business

USD in Million2019Weight2020Weight Delta
Investment and Related Activities
100.0 %
27 100.0 % 26 100.0 % -3.40%

Sales per region

USD in Million2019Weight2020Weight Delta
United States
100.0 %
27 100.0 % 26 100.0 % -3.40%

Managers

Managers TitleAgeSince
Michael Roberge CEO
 Chief Executive Officer 57 31/12/20
David DiLorenzo PSD
 President 54 30/06/05
Rosa Licea-Mailloux CMP
 Compliance Officer 47 -
Laurie Thomsen BRD
 Director/Board Member 65 28/02/05
Heidi Hardin SEC
 Corporate Secretary 56 31/12/16
Susan Pereira PRN
 Corporate Officer/Principal 52 30/06/05
Brian Langenfeld PRN
 Corporate Officer/Principal 50 31/05/06
Christopher Bohane PRN
 Corporate Officer/Principal 50 30/06/05
James Yost TRE
 Treasurer 63 31/08/90

Members of the board

Members of the board TitleAgeSince
Clarence Otis BRD
 Director/Board Member 67 28/02/17
Peter Jones BRD
 Director/Board Member 69 31/12/18
John Caroselli BRD
 Director/Board Member 70 28/02/17
Steven Buller BRD
 Director/Board Member 72 31/01/14
Maryanne Roepke BRD
 Director/Board Member 68 30/04/14
John Kavanaugh CHM
 Chairman 68 31/12/08
Maureen Goldfarb BRD
 Director/Board Member 69 31/12/08
Michael Roberge CEO
 Chief Executive Officer 57 31/12/20
Laurie Thomsen BRD
 Director/Board Member 65 28/02/05
James Kilman BRD
 Director/Board Member 63 31/12/18

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 45,112,195 43,206,921 ( 95.78 %) 0 95.78 %

Shareholders

NameEquities%Valuation
Parametric Portfolio Associates LLC
18.59 %
8,030,703 18.59 % 51 M $
Sit Investment Associates, Inc.
3.112 %
1,344,670 3.112 % 9 M $
Allspring Global Investments LLC
2.688 %
1,161,557 2.688 % 7 M $
Invesco Capital Management LLC
1.165 %
503,415 1.165 % 3 M $
Wells Fargo Bank NA
0.9374 %
405,011 0.9374 % 3 M $
Shaker Financial Services LLC
0.7057 %
304,925 0.7057 % 2 M $
Merrill Lynch, Pierce, Fenner & Smith, Inc.
0.5593 %
241,645 0.5593 % 2 M $
UBS Financial Services, Inc.
0.5286 %
228,372 0.5286 % 1 M $
Commonwealth Equity Services LLC
0.3631 %
156,880 0.3631 % 994 619 $
NewEdge Advisors LLC
0.3330 %
143,860 0.3330 % 912 072 $

Company contact information

MFS Charter Income Trust

111 Huntington Avenue

02199-7618, Boston

+617 954 5000

http://www.mfs.com/en-us/
address MFS Charter Income Trust(MCR)

Sector

Financials
Collective Investments
Collective Investments
Closed End Funds
Closed End Funds

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
1
Last Close Price
6.15
Average target price
-
Consensus

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Closed End Funds
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