Openbookopenbook
Equity
MFS Charter Income Trust(MCR)
USD --+0.00%
Reward55Moderate
Risk49Moderate
📊75%Data
Strong 79% profit margin · 8.7% dividend yield
MCR
+0.0 · +0.00%
USD · NYSE
MFS Charter Income Trust | Financial Services
Dividend King
Market Cap:258.89M
ℹ️
Reward Rating
55
Moderate
Bottom 50% (model universe)
75% data coverage
ℹ️
Risk Rating
49
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on MCR to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: $3.67.

What is MFS Charter Income Trust?

MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company.

MCR · Verdict

Solid reward · moderate risk

MCR stands out on profitability and volatility, but watch the valuation signal.

Based on 88% data coverage

MCR · Verdict

What’s working & what to watch

Strengths 2

  • Profitability72/100

    89% net margin · 6% ROE

  • Volatility65/100

    Above average

Watchouts 2

  • Valuation30/100

    Below average

  • Balance sheet38/100

    Net debt/EBITDA 4.2×

Model-based scoring. For information only — not financial advice.

What is MFS Charter Income Trust?

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. The company is listed on the NYSE in USA, operating in the Financial Services sector, with a market capitalisation of 258.89M, and a P/E ratio of 14.8x.

Financial Highlights

Investment Breakdown

📈 Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
💰 Profitability
Strong margins and consistent earnings support financial stability.
⚠️ Risk
Risk profile appears balanced versus broad market conditions.
💸 Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: Moderate (55)

The scoring profile indicates moderate reward potential, with profitability and growth as the leading contributors. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap258.89M
P/E Ratio14.7857
Dividend Yield8.67%
52 Week High6.3053
52 Week Low5.1503
Last AnnualNovember
IPO Date1/11/1990
IncorporatedUSA
Shares Outstanding42M
No. of EmployeesN/A
IndustryAsset Management
ExchangeNYSE
Beta0.712
CurrencyUSD
Websitewww.mfs.com/en-us/individual-investor/prod
openbook

Stock research for everyday UK investors. Make smarter decisions, faster.

Questions? Email us at contact@openbookanalytics.com

© 2026 Openbook Analytics Ltd · Company No. SC843579 · Registered in Scotland

256-bit encryption GDPR compliant UK data centres

Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.