MFS Charter Income Trust (MCR)
6.24
+0.04
(+0.65%)
USD |
NYSE |
Nov 21, 16:00
6.25
+0.01
(+0.16%)
Pre-Market: 20:00
Price Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| -- | -- | -- | -- |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | Upgrade | -- | Upgrade |
Basic Info
| Investment Strategy | |
| General | |
| Security Type | |
| Equity Style | |
| Fixed Income Style | |
| Broad Asset Class | |
| Broad Category | |
| Category Name | |
| Category Index | |
| Global Category Name | |
| YCharts Categorization | US Fixed Income |
| YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
| Prospectus Objective | |
| Fund Owner Firm Name | |
| Prospectus Benchmark Index | |
| Bloomberg US Corp HY 2% Isr Cap TR USD | 42.00% |
| Bloomberg US Credit TR USD | 10.00% |
| Bloomberg US Govt/Mortgage TR USD | 20.00% |
| FTSE WGBI NonUSD USD | 15.20% |
| JPM EMBI Gbl TR USD | 12.80% |
| Broad Asset Class Benchmark Index | |
| 100.0% | |
| Manager Tenure | |
| David Cole | 18.02 yrs |
| Erik Weisman | 11.62 yrs |
| Ward Brown | 11.62 yrs |
| Robert Spector | 7.58 yrs |
| Michael Skatrud | 6.68 yrs |
| Andy Li | 5.75 yrs |
| Philipp Burgener | 4.84 yrs |
| Pilar Gomez-Bravo | 1.92 yrs |
| Neeraj Arora | 1.59 yrs |
| John Mitchell | 0.92 yrs |
Performance Versus Category
Annual Total Returns Versus Peers
As of November 22, 2024.
Asset Allocation
| Type | % Net | % Long | % Short |
|---|---|---|---|
| Cash | -- | -- | -- |
| Stock | -- | -- | -- |
| Bond | -- | -- | -- |
| Convertible | -- | -- | -- |
| Preferred | -- | -- | -- |
| Other | -- | -- | -- |
Basic Info
| Investment Strategy | |
| General | |
| Security Type | |
| Equity Style | |
| Fixed Income Style | |
| Broad Asset Class | |
| Broad Category | |
| Category Name | |
| Category Index | |
| Global Category Name | |
| YCharts Categorization | US Fixed Income |
| YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
| Prospectus Objective | |
| Fund Owner Firm Name | |
| Prospectus Benchmark Index | |
| Bloomberg US Corp HY 2% Isr Cap TR USD | 42.00% |
| Bloomberg US Credit TR USD | 10.00% |
| Bloomberg US Govt/Mortgage TR USD | 20.00% |
| FTSE WGBI NonUSD USD | 15.20% |
| JPM EMBI Gbl TR USD | 12.80% |
| Broad Asset Class Benchmark Index | |
| 100.0% | |
| Manager Tenure | |
| David Cole | 18.02 yrs |
| Erik Weisman | 11.62 yrs |
| Ward Brown | 11.62 yrs |
| Robert Spector | 7.58 yrs |
| Michael Skatrud | 6.68 yrs |
| Andy Li | 5.75 yrs |
| Philipp Burgener | 4.84 yrs |
| Pilar Gomez-Bravo | 1.92 yrs |
| Neeraj Arora | 1.59 yrs |
| John Mitchell | 0.92 yrs |