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MFS Charter Income Trust director Laurie J. Thomsen submitted a Form 4 indicating no reportable transactions or holdings changes in this filing. The summary data show zero shares bought, sold, acquired, disposed, exercised, or gifted, and no derivative positions reported.
MFS Charter Income Trust: Morgan Stanley and Morgan Stanley Smith Barney LLC report they are no longer beneficial owners above 5% of Common Stock. The filing (Amendment No. 19 to Schedule 13G/A) states percent of class: 0.0% and references CUSIP 552727109 with an ownership status dated 06/30/2026.
MFS Charter Income Trust notified removal of its Common Shares of Beneficial Interest from listing and registration on the New York Stock Exchange LLC via Form 25.
The Exchange certified compliance with 17 CFR 240.12d2-2 and the issuer attested to complying with the Exchange's rules.
MFS Charter Income Trust (MCR) adjourned its special shareholder meeting held May 14, 2026, to May 18, 2026 at 10:00 a.m. Eastern Time to allow for the solicitation of additional shareholder votes on an Agreement and Plan of Reorganization with MFS Multimarket Income Trust.
The Board unanimously approved the Reorganization on December 10, 2025, and shareholders of record as of December 11, 2025 were mailed a prospectus/proxy statement in early February 2026. MFS Investment Management reported approximately $650.7 billion in assets under management as of April 30, 2026.
abrdn Inc. announced its intent to propose a future amendment to the Aberdeen Multimarket Income Trust (formerly MFS Multimarket Income Trust) requiring the Fund to maintain, under normal circumstances, a portfolio with an average credit quality qualifying as investment grade, subject to shareholder approval.
The proposal is conditional on completion of planned reorganizations that would consolidate certain MFS closed-end funds into MMT and on the adviser transition to Aberdeen. Until those reorganizations and the adviser change are completed, MMT will continue to operate under its current investment objectives, policies, and restrictions.
MFS Multimarket Income Trust and affiliated closed-end funds adjourned special shareholder meetings to May 1, 2026 at 10:00 a.m. ET. The adjournments allow further solicitation of votes on proposed reorganizations of four Target Funds into the Surviving Fund and related proposals, including appointing abrdn, Inc. as investment adviser, electing five new trustees, and issuing additional common shares in connection with the reorganizations. The respective boards unanimously approved the plans on December 10, 2025 and mailed prospectus/proxy materials to shareholders as of December 11, 2025.
MFS Multimarket Income Trust and affiliated taxable closed-end funds adjourned their special shareholder meetings to April 15, 2026 at 11:00 a.m. Eastern Time. The adjournments facilitate additional solicitation of votes on proposed reorganizations that would merge four Target Funds into MFS Multimarket Income Trust (the Surviving Fund).
Each Target Fund’s board previously approved its Reorganization on December 10, 2025, and shareholders of the funds of record on December 11, 2025 were mailed prospectus/proxy materials in early February 2026. Proposals include approval of each Reorganization, appointment of abrdn, Inc. as the Surviving Fund’s investment adviser, election of five new trustees, and issuance of additional common shares to accommodate the Reorganizations.
MFS Multimarket Income Trust and affiliated MFS taxable closed-end funds adjourned their special shareholder meetings to April 2, 2026 at 11:00 a.m. Eastern Time.
The meetings were adjourned to solicit additional shareholder votes on (i) proposed reorganizations that would merge four Target Funds into MFS Multimarket Income Trust as the Surviving Fund, and (ii) proposals for the Surviving Fund to appoint abrdn, Inc. as investment adviser, elect five new trustees, and approve issuance of additional common shares in connection with the reorganizations. Each Target Fund's board unanimously approved and recommended its reorganization; shareholders of record as of December 11, 2025 received prospectus/proxy materials in early February 2026.
Sit Investment Associates and Sit Fixed Income Advisors report beneficial ownership of 4,097,943 shares of MFS Charter Income Trust, representing 9.8% of the common stock, based on 41,688,435 shares outstanding as of November 30, 2025. The shares are held in client accounts, acquired in open-market transactions, with the Sit entities having shared voting and dispositive power.
The Sit entities state they hold the position for investment purposes but may buy or sell more shares, vote, or make proposals as they deem advisable. They sent a February 24, 2026 letter to the Board opposing a proposed reorganization in which MFS Charter Income Trust and related funds would merge into MFS Multimarket Income Trust, and they may engage further with the Board, management, and shareholders, including potential board nominations or shareholder proposals.
MFS Multimarket Income Trust filing includes a presentation from Aberdeen describing a proposed Aberdeen Multi‑Market Income closed‑end fund concept intended for internal review and preliminary feedback. The presentation outlines an investment objective to seek high current income, a target managed distribution rate of 11% (subject to board and shareholder approvals), an 80%+ fixed‑income allocation policy, and a closed‑end NYSE‑listed structure.
The materials describe portfolio construction across global credit, high yield, emerging markets, opportunistic sectors, a target average investment‑grade posture under normal conditions, fee assumptions (0.85% management fee and a 0.73% operating expense cap), leverage flexibility within 1940 Act limits, and governance steps tied to Reorganizations and shareholder votes.