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Upturn AI SWOT - About
MFS Charter Income Trust (MCR)
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Upturn Advisory Summary
07/03/2025: 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 1.43% | Avg. Invested days 14 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 266.29M USD | Price to earnings Ratio 8.86 | 1Y Target Price 3.67 |
Price to earnings Ratio 8.86 | 1Y Target Price 3.67 | ||
Volume (30-day avg) 1 | Beta 0.69 | 52 Weeks Range 5.57 - 6.58 | Updated Date 07/4/2025 |
52 Weeks Range 5.57 - 6.58 | Updated Date 07/4/2025 | ||
Dividends yield (FY) 8.54% | Basic EPS (TTM) 0.72 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 132.43% | Operating Margin (TTM) 90.32% |
Management Effectiveness
Return on Assets (TTM) 3.31% | Return on Equity (TTM) 10.51% |
Valuation
Trailing PE 8.86 | Forward PE - | Enterprise Value 360424288 | Price to Sales(TTM) 11.78 |
Enterprise Value 360424288 | Price to Sales(TTM) 11.78 | ||
Enterprise Value to Revenue 11.87 | Enterprise Value to EBITDA - | Shares Outstanding 41737600 | Shares Floating - |
Shares Outstanding 41737600 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 38.71 |
Upturn AI SWOT
MFS Charter Income Trust
Company Overview
History and Background
MFS Charter Income Trust (MCR) is a closed-end investment company. The fund seeks to provide current income, but may also consider capital appreciation. The exact founding year and significant milestones are not readily available without proprietary databases.
Core Business Areas
- Fixed Income Investments: MCR invests primarily in a diversified portfolio of fixed-income securities, including U.S. government securities, corporate bonds, and mortgage-backed securities.
Leadership and Structure
MCR is managed by MFS Investment Management. Specific leadership details are not publicly available in a structured format, focusing primarily on the fund management team at MFS.
Top Products and Market Share
Key Offerings
- Diversified Fixed Income Portfolio: MCR provides investors with access to a portfolio of various fixed-income securities. Market share data for specific fund compositions are difficult to quantify. Competitors include other closed-end funds with similar investment strategies from companies like BlackRock or PIMCO.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, economic conditions, and investor sentiment. Fixed income funds are particularly sensitive to interest rate changes.
Positioning
MCR's position depends on its performance relative to other fixed-income funds and its ability to attract investors seeking income. Its competitive advantages are tied to MFS's investment management expertise.
Total Addressable Market (TAM)
The TAM for fixed-income investments is trillions of dollars. MCR's positioning is dependent on its ability to capture investor interest in a fragmented market with many similar offerings.
Upturn SWOT Analysis
Strengths
- Experienced Management Team (MFS)
- Diversified Portfolio
- Regular Income Generation
Weaknesses
- Sensitivity to Interest Rate Changes
- Closed-End Fund Structure (potential for trading at a discount to NAV)
- Management Fees
Opportunities
- Rising Interest Rate Environment (potentially higher yields on new investments, if managed well)
- Increased Demand for Income-Generating Assets
- Expanding Investment Universe
Threats
- Economic Downturn
- Increased Competition from Other Funds
- Changes in Regulations
Competitors and Market Share
Key Competitors
- PIMCO Corporate & Income Opportunity Fund (PTY)
- BlackRock Core Bond Trust (BKT)
- Nuveen Credit Strategies Income Fund (JQC)
Competitive Landscape
MCR competes with other closed-end funds with similar investment objectives. The competitive landscape is fragmented, with many players offering similar products.
Growth Trajectory and Initiatives
Historical Growth: MCR's growth depends on its ability to attract and retain investors and generate consistent returns.
Future Projections: Future growth is difficult to predict and depends on market conditions and MFS's investment management decisions.
Recent Initiatives: Recent initiatives may include adjusting the portfolio allocation to respond to changing market conditions.
Summary
MFS Charter Income Trust is a closed-end fund aiming to provide current income through fixed-income investments. The fund's strength lies in MFS's experience, but it is sensitive to interest rate changes. Opportunities arise from rising rates, while threats include economic downturns and competition. The fund's success hinges on effectively navigating market dynamics and managing investor expectations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Yahoo Finance
- MFS Investment Management Website
- SEC Filings (where available)
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise. Investment decisions should be based on thorough research and consultation with a financial advisor.
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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