MFS Charter Income Stock Price, News & Analysis
Company Description
MFS Charter Income Trust is a United States closed-end investment fund that seeks high current income and may also consider capital appreciation. The fund's shares of beneficial interest trade on the New York Stock Exchange under the symbol MCR. As a closed-end fund, it has exchange-traded common shares that are bought and sold at market prices, which may differ from the fund's net asset value.
The trust is part of the MFS closed-end fund group and is associated with MFS Investment Management. Its investment program is income-oriented and focuses on fixed-income and related instruments. The fund materials identify debt instruments, corporate bonds, U.S. government securities, foreign government securities, securitized instruments and derivatives among the categories used in its portfolio strategy.
The fund's economic profile is tied to income generation, portfolio market values and the relationship between the trading price of its shares and net asset value. Distribution notices for MFS Charter Income Trust describe monthly distribution activity and estimated sources of distributions, including net investment income, realized capital gains and return of capital or other capital sources. These distribution-source categories are reported for tax and fund-reporting purposes and may not be finally determined until the close of the fund's fiscal year.
Risk disclosures for the trust reflect the fixed-income and multi-market nature of the portfolio. Identified risk areas include interest-rate risk, credit risk, foreign-market risk, emerging-market risk, currency risk, leveraging risk, investment-selection risk, debt-management risk, operational and cybersecurity risk, and risks associated with active and frequent trading. The fund's regulatory record also includes proxy materials for shareholder meetings and trustee elections, reflecting the governance structure of a registered closed-end investment company.
Stock Performance
MFS Charter Income (MCR) stock last traded at $5.94. Over the past 12 months, the stock has lost 5.0%. At a market capitalization of $247.6M, MCR is classified as a micro-cap stock with approximately 41.7M shares outstanding.
Latest News
MFS Charter Income has 9 recent news articles. Of the recent coverage, 4 articles coincided with positive price movement and 5 with negative movement. View all MCR news →
SEC Filings
MFS Charter Income has filed 5 recent SEC filings, including 4 Form 425, 1 Form 25-NSE. The most recent filing was submitted on June 22, 2026. SEC filings provide transparency into a company's financial condition, material events, and regulatory compliance. View all MCR SEC filings →
Financial Highlights
Upcoming Events
Short Interest History
Short interest in MFS Charter Income (MCR) currently stands at 15.8 thousand shares, up 63.7% from the previous reporting period, representing 0.0% of the shares outstanding. Over the past 12 months, short interest has decreased by 60.2%.
Days to Cover History
Days to cover for MFS Charter Income (MCR) currently stands at 1.0 days. This low days-to-cover ratio indicates high liquidity, allowing short sellers to quickly exit positions if needed.
MCR Company Profile & Sector Positioning
MFS Charter Income (MCR) operates in the Asset Management industry within the broader Financial Services sector and is listed on the NYSE. Among dividend-paying stocks, MCR ranks #206 by dividend yield. In monthly performance, the stock ranks #2,380 among all tracked companies.
Investors comparing MCR often look at related companies in the same sector, including BlackRock Muni Inc Qty Trust (BYM), LMP Capital and Income Fund Inc (SCD), Western Asset High Yield Opportunity Fund Inc (HYI), Allspring Multi-Sector Income Fund (ERC), and Mexico Fund, Inc (MXF). Comparing financial metrics, valuation ratios, and stock performance across these peers can help investors evaluate MCR's relative position within its industry.