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Upturn AI SWOT - About
MFS Charter Income Trust (MCR)
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Upturn Advisory Summary
10/14/2025: 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 11.52% | Avg. Invested days 68 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 266.39M USD | Price to earnings Ratio 14.52 | 1Y Target Price 3.67 |
Price to earnings Ratio 14.52 | 1Y Target Price 3.67 | ||
Volume (30-day avg) 1 | Beta 0.68 | 52 Weeks Range 5.30 - 6.49 | Updated Date 10/14/2025 |
52 Weeks Range 5.30 - 6.49 | Updated Date 10/14/2025 | ||
Dividends yield (FY) 8.58% | 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 14.52 | Forward PE - | Enterprise Value 361371776 | Price to Sales(TTM) 11.91 |
Enterprise Value 361371776 | Price to Sales(TTM) 11.91 | ||
Enterprise Value to Revenue 19.34 | Enterprise Value to EBITDA - | Shares Outstanding 41688435 | Shares Floating - |
Shares Outstanding 41688435 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 39.7 |
Upturn AI SWOT
MFS Charter Income Trust
Company Overview
History and Background
MFS Charter Income Trust (MCR) is a closed-end investment fund that invests primarily in a diversified portfolio of U.S. and foreign corporate bonds and government securities. It was formed to provide a high current income, but may also consider capital appreciation. While its exact founding year is not readily available through brief public searches, it is part of Massachusetts Financial Services (MFS) which has a long history in the investment management industry.
Core Business Areas
- Fixed Income Investments: Invests in a diversified portfolio of fixed-income securities, including U.S. and foreign corporate bonds, government securities, and mortgage-backed securities. This is the primary focus of the fund.
Leadership and Structure
MFS Charter Income Trust is managed by MFS Investment Management, a global asset management firm. Specific leadership details for the trust are not readily available without deeper research, but MFS generally has a hierarchical structure with portfolio managers and analysts responsible for investment decisions.
Top Products and Market Share
Key Offerings
- Diversified Fixed Income Portfolio: MCR's main offering is a diversified portfolio of fixed-income securities. Market share data is not directly applicable as a fund, but rather its assets under management (AUM) compared to other similar closed-end funds. Competitors are other closed-end funds focused on fixed income.
Market Dynamics
Industry Overview
The closed-end fund industry is characterized by a variety of investment strategies and fund structures. Demand for fixed-income investments is influenced by interest rates, economic growth, and investor risk appetite.
Positioning
MCR is positioned as a provider of high current income through fixed-income investments. Its competitive advantage lies in MFS's investment expertise and global research capabilities.
Total Addressable Market (TAM)
The TAM for fixed-income investments is vast, encompassing trillions of dollars globally. MCR's position depends on its ability to attract and retain assets through performance and investor demand.
Upturn SWOT Analysis
Strengths
- Experienced management team at MFS
- Diversified fixed-income portfolio
- Established track record
Weaknesses
- Sensitivity to interest rate changes
- Potential for underperformance compared to benchmarks
- Reliance on MFS's investment decisions
Opportunities
- Growing demand for income-generating investments
- Expansion into new fixed-income asset classes
- Increasing AUM through marketing and distribution efforts
Threats
- Rising interest rates
- Economic downturn
- Increased competition from other fixed-income funds
Competitors and Market Share
Key Competitors
- PIMCO Corporate & Income Opportunity Fund (PTY)
- BlackRock Corporate High Yield Fund, Inc. (HYT)
- Nuveen Credit Strategies Income Fund (JQC)
Competitive Landscape
MCR's competitive advantage lies in its experienced management team and diversified portfolio. Disadvantages may include higher expense ratios or lower distribution rates compared to some competitors.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is reflected in AUM growth, NAV performance, and distribution rates over time.
Future Projections: Future growth projections depend on factors such as interest rate outlook, economic conditions, and investor demand for fixed income.
Recent Initiatives: Recent initiatives may include portfolio adjustments, expense ratio reductions, or marketing campaigns to attract investors.
Summary
MFS Charter Income Trust aims to provide income through diversified fixed-income investments. Its performance is tied to interest rate environments and the competence of MFS's management. Rising interest rates and economic downturns pose significant challenges. The trust needs to adapt to maintain its competitive edge in a dynamic market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Publicly available fund information
- Financial news sources
- Investment research reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be made in consultation with a qualified 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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