MFS Charter Income Trust Share Price & Technical Analysis

MCR · $5.93 (+0.34%)

Financial Services / Asset Management

AI Score 17 · Bearish

$5.93

+0.34%

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 issuer

Price chart

Seasonality

May has 2 positive and 3 negative years (last 5 years shown)

-2% return in May, 0% avg return in past 3 year May month.

-3% return in 2026, 1% avg return in past 3 years.

Swipe sideways to see all months →

JanFebMarAprMayJunJulAugSepOctNovDecYr
260%0%-2%0%-2%-3%
250%0%-2%-2%2%2%0%2%2%-2%0%0%2%
240%-2%0%-3%2%2%2%0%3%-5%-2%0%-3%
238%-3%-3%0%-3%3%0%-2%-6%-3%7%7%4%
22-6%-7%-1%-8%-1%-6%8%-4%-9%7%8%-10%-32%

Monthly return % by calendar month · historical pattern, not a forecast

AI snapshotScore 17/100

Bearish · Downtrend · Neutral

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.

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Key metrics

Market cap

$253.05M

P/E ratio

14.45

52W high

$6.58

52W low

$5.84

Volume

74,687

Beta

0.65

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Frequently asked questions

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MFS Charter Income Trust (MCR) last traded around $5.93 on StockPro. Prices refresh every few minutes during market hours.
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