MFS Charter Income Trust is a United States-based closed-end fund. Its investment objective is to seek high current income. The fund invests the assets in debt instruments. It invests the assets in corporate bonds of U.S. and foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed and other asset-backed securities of U.S. and foreign issuers, and debt instruments of issuers located in emerging market countries.

Financial Strength

3/10

Name	Current	Vs Industry	Vs History
Equity-to-Asset	0.73
Debt-to-Equity	0.33
Debt-to-EBITDA	N/A	N/A	N/A
Interest Coverage	N/A	N/A	N/A
Piotroski F-Score	7/9	0 1 2 3 4 5 6 7 8 9
WACC vs ROIC		WACC ROIC

Growth Rank

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	-15.7
	3-Year EPS without NRI Growth Rate	-16
	3-Year FCF Growth Rate	0.8
	3-Year Book Growth Rate	-9.1

Momentum Rank

7/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	50.03
	9-Day RSI	45.74
	14-Day RSI	43.53
	6-1 Month Momentum %	0.96
	12-1 Month Momentum %	4.13

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	8.76
	Dividend Payout Ratio	1
	3-Year Dividend Growth Rate	-8.1
	Forward Dividend Yield %	8.76
	5-Year Yield-on-Cost %	6.67
	3-Year Average Share Buyback Ratio	1.5
	Shareholder Yield %	13.05

Profitability Rank

2/10

	Name	Current	Vs Industry		Vs History
	Net Margin %	97.84
	FCF Margin %	121.93
	ROE %	7.9
	ROA %	5.82
	Years of Profitability over Past 10-Year	5

GF Value Rank

	Name	Current	Vs Industry		Vs History
	PE Ratio	11.57
	PE Ratio without NRI	11.57
	PS Ratio	11.35
	PB Ratio	0.92
	Price-to-Tangible-Book	0.92
	Price-to-Free-Cash-Flow	9.34
	Price-to-Operating-Cash-Flow	9.34
	EV-to-Revenue	15.45
	EV-to-FCF	12.67
	Price-to-Graham-Number	0.69
	FCF Yield %	10.75
	Forward Rate of Return (Yacktman) %	8.21

Financials (Next Earnings Date:2025-07-22 Est.)

Annual Quarterly TTM

MCR's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

See Details

Insider Trades

See Details

Gurus Latest Trades with NYSE:MCR

No Available Data

Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

MFS Charter Income Trust Executives

Details

GF Value

MCR

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 1 Severe warning sign with MCR. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil $)	23.147
	EPS (TTM) ($)	0.54
	Beta	0.85
	Volatility %	10.92
	14-Day RSI	43.53
	14-Day ATR ($)	0.056268
	20-Day SMA ($)	6.278
	12-1 Month Momentum %	4.13
	52-Week Range ($)	6.01 - 6.7
	Shares Outstanding (Mil)	42.01

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	7
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

MFS Charter Income Trust Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

MFS Charter Income Trust Stock Events

Financials Calendars

	Event	Date	Price($)
No Event Data

MFS Charter Income Trust Frequently Asked Questions

What is MFS Charter Income Trust(MCR)'s stock price today?

The current price of MCR is $6.25. The 52 week high of MCR is $6.70 and 52 week low is $6.01.

When is next earnings date of MFS Charter Income Trust(MCR)?

The next earnings date of MFS Charter Income Trust(MCR) is 2025-07-22 Est..

Does MFS Charter Income Trust(MCR) pay dividends? If so, how much?

The Dividend Yield % of MFS Charter Income Trust(MCR) is 8.76% (As of Today), Highest Dividend Payout Ratio of MFS Charter Income Trust(MCR) was 7.71. The lowest was 0.61. And the median was 1.09. The Forward Dividend Yield % of MFS Charter Income Trust(MCR) is 8.76%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

Headlines

No news.

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