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Upturn AI SWOT - About
MFS Charter Income Trust (MCR)
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Upturn Advisory Summary
08/28/2025: MCR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $3.67
1 Year Target Price $3.67
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 11.76% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 266.81M USD | Price to earnings Ratio 14.55 | 1Y Target Price 3.67 |
Price to earnings Ratio 14.55 | 1Y Target Price 3.67 | ||
Volume (30-day avg) 1 | Beta 0.67 | 52 Weeks Range 5.37 - 6.43 | Updated Date 08/29/2025 |
52 Weeks Range 5.37 - 6.43 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 8.54% | Basic EPS (TTM) 0.44 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 81.6% | Operating Margin (TTM) 90.08% |
Management Effectiveness
Return on Assets (TTM) 3.3% | Return on Equity (TTM) 6.5% |
Valuation
Trailing PE 14.55 | Forward PE - | Enterprise Value 361788672 | Price to Sales(TTM) 11.93 |
Enterprise Value 361788672 | Price to Sales(TTM) 11.93 | ||
Enterprise Value to Revenue 19.29 | Enterprise Value to EBITDA - | Shares Outstanding 41688400 | Shares Floating - |
Shares Outstanding 41688400 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 39.62 |
Upturn AI SWOT
MFS Charter Income Trust
Company Overview
History and Background
MFS Charter Income Trust (MCR) is a closed-end investment fund managed by MFS Investment Management. It invests primarily in debt securities, including corporate bonds and government securities, with the goal of providing high current income.
Core Business Areas
- Fixed Income Investments: The core business revolves around managing a diversified portfolio of fixed-income securities to generate income for shareholders.
Leadership and Structure
MCR is managed by a team of investment professionals at MFS Investment Management. The trust is governed by a board of trustees responsible for overseeing the fund's operations and ensuring compliance with regulations.
Top Products and Market Share
Key Offerings
- Closed-End Fund: MCR offers a closed-end fund that invests in fixed-income securities. Market share is difficult to directly quantify for individual closed-end funds, but MCR competes within the broader fixed-income closed-end fund universe. Competitors include other closed-end funds managed by firms like BlackRock, PIMCO, and Nuveen.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, credit spreads, and investor sentiment towards fixed-income assets. Demand for income-generating investments supports the sector.
Positioning
MCR aims to provide high current income through active management of its fixed-income portfolio. Competitive advantages depend on MFS Investment Management's expertise in credit analysis and portfolio construction.
Total Addressable Market (TAM)
The total addressable market for fixed-income investments is enormous, encompassing trillions of dollars globally. MCR is positioned to capture a segment of this market by focusing on providing income to investors seeking higher yields than available from traditional fixed-income investments.
Upturn SWOT Analysis
Strengths
- Experienced management team at MFS Investment Management
- Diversified portfolio of fixed-income securities
- Focus on generating high current income
Weaknesses
- Subject to interest rate risk
- Potential for credit losses
- Closed-end fund structure can lead to price volatility
Opportunities
- Rising interest rates can increase income potential
- Market dislocations can create attractive investment opportunities
- Growing demand for income-generating investments
Threats
- Economic downturns can lead to credit losses
- Increased competition from other fixed-income funds
- Changes in regulations can impact fund operations
Competitors and Market Share
Key Competitors
- BBN
- EAD
- VFL
Competitive Landscape
MCR competes with other closed-end funds in the fixed-income space. Key differentiators include MFS Investment Management's investment process and the fund's expense ratio.
Growth Trajectory and Initiatives
Historical Growth: Growth depends on the fund's ability to generate income and capital appreciation. Factors such as interest rate movements and credit market conditions play a significant role.
Future Projections: Future growth projections are based on analyst estimates and MFS Investment Management's outlook for the fixed-income market.
Recent Initiatives: Recent initiatives may include adjustments to the fund's portfolio allocation, such as increasing or decreasing exposure to certain sectors or credit ratings.
Summary
MFS Charter Income Trust aims to provide income through fixed-income investments. Its performance is linked to interest rate and credit market conditions. Strengths are its experienced management and diversification, but interest rate risk and potential credit losses pose challenges. The fund's success depends on navigating the evolving fixed-income landscape to deliver consistent returns to shareholders.
Peer Comparison
Sources and Disclaimers
Data Sources:
- MFS Investment Management Website
- SEC Filings
- Financial News Providers
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About MFS Charter Income Trust
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1990-01-11 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
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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