MFS Charter Income Trust (MCR) Research

The MFS Charter Income Trust, a closed-end mutual fund specializing in fixed income, is overseen and managed by Massachusetts Financial Services Company. Its investment strategy involves seeking opportunities across global debt markets. The trust primarily allocates capital to a diverse array of debt instruments, encompassing corporate bonds from both U.S. and foreign entities, U.S. government and international government securities, and various mortgage-backed and other asset-backed securities, regardless of their issuer's origin. Additionally, it invests in debt instruments issued by countries within emerging markets. Portfolio construction relies on a blend of fundamental and quantitative analysis, coupled with a bottom-up security selection methodology. To gauge its performance, the fund benchmarks itself against a composite of several indices: the Barclays U.S. High-Yield Corporate Bond 2% Issuer Capped Index, the MFS Charter Income Trust Blended Index, the Barclays U.S. Credit Bond Index, the Barclays U.S. Government/Mortgage Bond Index, the Citigroup World Government Bond Non-Dollar Hedged Index, and the JPMorgan Emerging Markets Bond Index Global. This U.S.-domiciled trust commenced operations on July 20, 1989.

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