MFS Charter Income Trust (MCR)
6.255
+0.04
(+0.72%)
USD |
NYSE |
May 03, 16:00
6.255
0.00 (0.00%)
After-Hours: 20:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
2.70% | -8.00% | 285.88M | 58174.70 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
8.64% | 73.00% | -- | Upgrade |
Basic Info
Investment Strategy | |
The fund’s investment objective is to seek high current income, but may also consider capital appreciation. MFS normally invests the fund’s assets primarily in debt instruments. MFS may invest up to 100% of the fund’s assets in below investment grade quality debt instruments. |
General | |
Security Type | Closed-End Fund |
Equity Style | -- |
Fixed Income Style | -- |
Broad Asset Class | Taxable Bond |
Broad Category | Fixed Income |
Category Name | High Yield Bond |
Category Index | ICE BofA US High Yield TR USD |
Global Category Name | US Fixed Income |
YCharts Categorization | US Fixed Income |
YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
Prospectus Objective | Multisector Bond |
Fund Owner Firm Name | MFS |
Prospectus Benchmark Index | |
Bloomberg US Corp HY 2% Isr Cap TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^BBUSATR | 100.0% |
Manager Tenure | |
Matthew Ryan | 19.27 yrs |
David Cole | 17.43 yrs |
Erik Weisman | 11.04 yrs |
Ward Brown | 11.04 yrs |
Robert Spector | 6.99 yrs |
Michael Skatrud | 6.09 yrs |
Andy Li | 5.17 yrs |
Philipp Burgener | 4.25 yrs |
Pilar Gomez-Bravo | 1.34 yrs |
Neeraj Arora | 1.01 yrs |
John Mitchell | 0.34 yrs |
Performance Versus Category
As of May 02, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 02, 2024.
Basic Info
Investment Strategy | |
The fund’s investment objective is to seek high current income, but may also consider capital appreciation. MFS normally invests the fund’s assets primarily in debt instruments. MFS may invest up to 100% of the fund’s assets in below investment grade quality debt instruments. |
General | |
Security Type | Closed-End Fund |
Equity Style | -- |
Fixed Income Style | -- |
Broad Asset Class | Taxable Bond |
Broad Category | Fixed Income |
Category Name | High Yield Bond |
Category Index | ICE BofA US High Yield TR USD |
Global Category Name | US Fixed Income |
YCharts Categorization | US Fixed Income |
YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
Prospectus Objective | Multisector Bond |
Fund Owner Firm Name | MFS |
Prospectus Benchmark Index | |
Bloomberg US Corp HY 2% Isr Cap TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^BBUSATR | 100.0% |
Manager Tenure | |
Matthew Ryan | 19.27 yrs |
David Cole | 17.43 yrs |
Erik Weisman | 11.04 yrs |
Ward Brown | 11.04 yrs |
Robert Spector | 6.99 yrs |
Michael Skatrud | 6.09 yrs |
Andy Li | 5.17 yrs |
Philipp Burgener | 4.25 yrs |
Pilar Gomez-Bravo | 1.34 yrs |
Neeraj Arora | 1.01 yrs |
John Mitchell | 0.34 yrs |