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MFS CHARTER INCOME TRUST

A closed-end fund generating high income from a diversified portfolio of high-yield debt.

MCR | US

Overview

Description

MFS Charter Income Trust (MCR) is a diversified, closed-end bond fund managed by MFS Investment Management. Launched in 1989, the fund's primary investment objective is to generate high current income, with capital appreciation as a secondary consideration. To achieve this, the Trust invests in a multi-sector portfolio of debt instruments, primarily consisting of U.S. and foreign corporate bonds with a significant allocation to below-investment-grade (high-yield) securities. The portfolio also includes exposure to emerging market debt, U.S. Government securities, and other fixed-income assets. The fund may utilize leverage and derivatives as part of its investment strategy.

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Date Filing Language Size Actions
2025-10-24 10:08 English 453.5 KB
2025-10-06 09:49
PRIMARY DOCUMENT
English 5.7 KB
2025-08-28 17:25 English 8.8 KB
2025-08-06 16:04 English 10.9 KB
2025-07-28 10:58
MFS CHARTER INCOME TRUST NCSR(S)
English 607.6 KB
2025-07-25 10:10 English 241.8 KB
2025-06-27 15:56
PRIMARY DOCUMENT
English 5.7 KB
2025-04-24 10:37 English 383.3 KB
2025-04-02 19:35 English 10.7 KB
2025-02-11 17:09 English 102.6 KB
2025-01-27 13:11
MFS CHARTER INCOME TRUST NCSR
English 825.2 KB
2025-01-24 09:00 English 219.5 KB
2025-01-23 08:32
PRIMARY DOCUMENT
English 5.7 KB
2025-01-08 15:49
PRIMARY DOCUMENT
English 5.7 KB
2025-01-08 15:22
PRIMARY DOCUMENT
English 5.6 KB

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Insider Transactions

Date Insider Name Position Type Shares Value
No insider transactions recorded for this company.

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