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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. more
| Time Frame | MCR | Sector | S&P500 |
|---|---|---|---|
| 1-Week Return | -0.95% | 0.97% | 0.42% |
| 1-Month Return | 0.32% | -1.97% | 1.02% |
| 3-Month Return | 0.81% | 2.03% | 4.93% |
| 6-Month Return | -0.79% | -1.36% | 7.32% |
| 1-Year Return | -1.73% | 1.48% | 12.16% |
| 3-Year Return | -1.88% | 46.32% | 71.63% |
| 5-Year Return | -28.21% | 59.43% | 76.95% |
| 10-Year Return | -17.74% | 201.25% | 252.5% |
| Nov '21 | Nov '22 | Nov '23 | Nov '24 | Nov '25 | 5YR TREND | |
|---|---|---|---|---|---|---|
| Total Revenue | 4.44M | (38.33M) | 16.99M | 13.81M | 19.67M | [{"date":"2021-11-30","value":22.54,"profit":true},{"date":"2022-11-30","value":-194.84,"profit":false},{"date":"2023-11-30","value":86.35,"profit":true},{"date":"2024-11-30","value":70.18,"profit":true},{"date":"2025-11-30","value":100,"profit":true}] |
| Cost of Revenue | 2.50M | 2.19M | 2.03M | 6.09M | 2.00M | [{"date":"2021-11-30","value":41.03,"profit":true},{"date":"2022-11-30","value":35.92,"profit":true},{"date":"2023-11-30","value":33.3,"profit":true},{"date":"2024-11-30","value":100,"profit":true},{"date":"2025-11-30","value":32.91,"profit":true}] |
| Gross Profit | 4.44M | (38.33M) | 16.99M | 22.61M | 18.07M | [{"date":"2021-11-30","value":19.62,"profit":true},{"date":"2022-11-30","value":-169.54,"profit":false},{"date":"2023-11-30","value":75.14,"profit":true},{"date":"2024-11-30","value":100,"profit":true},{"date":"2025-11-30","value":79.95,"profit":true}] |
| Gross Margin | 100.00% | 100.00% | 100.00% | 163.75% | 91.87% | [{"date":"2021-11-30","value":61.07,"profit":true},{"date":"2022-11-30","value":61.07,"profit":true},{"date":"2023-11-30","value":61.07,"profit":true},{"date":"2024-11-30","value":100,"profit":true},{"date":"2025-11-30","value":56.11,"profit":true}] |
| Operating Expenses | 590.39K | 526.02K | 517.15K | 505.10K | 516.99K | [{"date":"2021-11-30","value":100,"profit":true},{"date":"2022-11-30","value":89.1,"profit":true},{"date":"2023-11-30","value":87.6,"profit":true},{"date":"2024-11-30","value":85.55,"profit":true},{"date":"2025-11-30","value":87.57,"profit":true}] |
| Operating Income | 3.84M | (36.80M) | 16.47M | 36.03M | 22.72M | [{"date":"2021-11-30","value":10.67,"profit":true},{"date":"2022-11-30","value":-102.14,"profit":false},{"date":"2023-11-30","value":45.71,"profit":true},{"date":"2024-11-30","value":100,"profit":true},{"date":"2025-11-30","value":63.05,"profit":true}] |
| Total Non-Operating Income/Expense | 17.29M | 14.96M | 12.57M | 9.69M | 11.63M | [{"date":"2021-11-30","value":100,"profit":true},{"date":"2022-11-30","value":86.49,"profit":true},{"date":"2023-11-30","value":72.68,"profit":true},{"date":"2024-11-30","value":56.03,"profit":true},{"date":"2025-11-30","value":67.25,"profit":true}] |
| Pre-Tax Income | 3.84M | (38.86M) | 16.47M | 29.94M | 17.56M | [{"date":"2021-11-30","value":12.84,"profit":true},{"date":"2022-11-30","value":-129.78,"profit":false},{"date":"2023-11-30","value":55.01,"profit":true},{"date":"2024-11-30","value":100,"profit":true},{"date":"2025-11-30","value":58.64,"profit":true}] |
| Income Taxes | 3.84M | 16.90M | 16.47M | - | - | [{"date":"2021-11-30","value":22.76,"profit":true},{"date":"2022-11-30","value":100,"profit":true},{"date":"2023-11-30","value":97.49,"profit":true},{"date":"2024-11-30","value":"-","profit":true},{"date":"2025-11-30","value":"-","profit":true}] |
| Income After Taxes | - | (55.75M) | - | - | - | [{"date":"2021-11-30","value":"-","profit":true},{"date":"2022-11-30","value":null,"profit":false},{"date":"2023-11-30","value":"-","profit":true},{"date":"2024-11-30","value":"-","profit":true},{"date":"2025-11-30","value":"-","profit":true}] |
| Income From Continuous Operations | 3.84M | (38.86M) | 16.47M | 29.94M | 17.56M | [{"date":"2021-11-30","value":12.84,"profit":true},{"date":"2022-11-30","value":-129.78,"profit":false},{"date":"2023-11-30","value":55.01,"profit":true},{"date":"2024-11-30","value":100,"profit":true},{"date":"2025-11-30","value":58.64,"profit":true}] |
| Income From Discontinued Operations | - | - | - | - | - | [{"date":"2021-11-30","value":"-","profit":true},{"date":"2022-11-30","value":"-","profit":true},{"date":"2023-11-30","value":"-","profit":true},{"date":"2024-11-30","value":"-","profit":true},{"date":"2025-11-30","value":"-","profit":true}] |
| Net Income | 3.84M | (38.86M) | 16.47M | 29.94M | 17.56M | [{"date":"2021-11-30","value":12.84,"profit":true},{"date":"2022-11-30","value":-129.78,"profit":false},{"date":"2023-11-30","value":55.01,"profit":true},{"date":"2024-11-30","value":100,"profit":true},{"date":"2025-11-30","value":58.64,"profit":true}] |
| EPS (Diluted) | - | - | - | 0.42 | 0.42 | [{"date":"2021-11-30","value":"-","profit":true},{"date":"2022-11-30","value":"-","profit":true},{"date":"2023-11-30","value":"-","profit":true},{"date":"2024-11-30","value":99.74,"profit":true},{"date":"2025-11-30","value":100,"profit":true}] |
These ratios help you determine the liquidity of the company. Higher is better.
| MCR | |
|---|---|
| Cash Ratio | 2.22 |
| Current Ratio | 2.61 |
These ratios help you understand the company's efficiency in using its assets to generate returns. Higher is better. For ROE, average long term is around 14%, less than 10% is poor.
| MCR | |
|---|---|
| ROA (LTM) | 3.30% |
| ROE (LTM) | 6.18% |
These ratios help you understand the company's liabilities, gauging the riskiness of the investment.
| MCR | |
|---|---|
| Debt Ratio Lower is generally better. Negative is bad. | 0.26 |
| Common Equity/Total Assets Higher is better. Lower can suggest investment is riskier. | 0.74 |
These ratios help you understand the company's valuation. Lower may indicate cheaper stocks.
| MCR | |
|---|---|
| Trailing PE | 14.93 |
| Forward PE | NM |
| P/S (TTM) | 11.70 |
| P/B | 0.94 |
| Price/FCF | 54 |
| EV/R | 19.83 |
| EV/Ebitda | NM |
| PEG | NM |
MFS Charter Income Trust (MCR) share price today is $6.26
Yes, Indians can buy shares of MFS Charter Income Trust (MCR) on Vested. To buy
Yes, you can purchase fractional shares of MFS Charter Income Trust (MCR) via the Vested app. You can start investing in MFS Charter Income Trust (MCR) with a minimum investment of $1.
You can invest in shares of MFS Charter Income Trust (MCR) via Vested in three simple steps:
The 52-week high price of MFS Charter Income Trust (MCR) is $6.31. The 52-week low price of MFS Charter Income Trust (MCR) is $5.15.
The price-to-earnings (P/E) ratio of MFS Charter Income Trust (MCR) is 14.9286
The price-to-book (P/B) ratio of MFS Charter Income Trust (MCR) is 0.94
The dividend yield of MFS Charter Income Trust (MCR) is 8.6%
The market capitalization of MFS Charter Income Trust (MCR) is $261.80M
The stock symbol (or ticker) of MFS Charter Income Trust is MCR
Consider the share price of MFS Charter Income Trust as a long-term story and not a daily point list. The price represents a movement of the stock in both good and bad times when looked at over many years. This assists the investors to know whether MFS Charter Income Trust has succeeded to expand steadily and overcome market declines. With this price movement observed and the way the business is progressing, it is easier to make a decision whether the stock is worth having in the long term or not.
When investing in MFS Charter Income Trust shares, you are not based in India then your investment is not just based on the stock price. It is also determined by the currency movement of the dollar in relation to the rupee. When you have an appreciation of the MFS Charter Income Trust stock and the dollar appreciation is also the same, you gain more in terms of rupees. When the rupee appreciated, it will lower your profits. This currency flow is a silent cause of great contribution to your ultimate returns over many years.
Rather than merely checking the share price of MFS Charter Income Trust and comparing it with that of other stocks in the same sector, one can check how robust the business is. Investors tend to compare such aspects as profits, cash generation, and the stability of the revenues of the company. This means that MFS Charter Income Trust stock in most cases does not react in the same manner as other companies in the sector due to its brand and services revenue.
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