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MFS Charter Income Trust
111 Huntington Avenue, 24th Floor
Phone: (800) 637-2929p:800 637-2929 BOSTON, MA  02199  United States Ticker: MCRMCR

Business Summary
MFS Charter Income Trust (Fund) is a diversified closed-end management investment company. The Fund’s investment objective is to seek high current income, but also considers capital appreciation. The Fund primarily invests in debt instruments. The Fund also invests in corporate bonds of the United States and/or foreign issuers, United States government securities, foreign government securities, mortgage-backed securities and other securitized instruments of United States and/or foreign issuers, and/or debt instruments of issuers located in emerging market countries. It invests in a range of fixed income sectors, such as high yield corporates, emerging markets bonds, investment grade corporates, Non- United States government bonds, commercial mortgage-backed securities, mortgage-backed securities, collateralized debt obligations, municipal bonds, asset-backed securities and United States treasury securities. The Fund's investment advisor is Massachusetts Financial Services Company.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
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Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
11/30/2010-YesYes---

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Independent Chairman of the Board of Trustees John P.Kavanaugh 67 12/31/2017 1/1/2009
President David L.Dilorenzo 54 11/30/2015 7/1/2005
Chief Compliance Officer Martin J.Wolin 54 7/1/2015 7/1/2015
12 additional Officers and Directors records available in full report.

Business Names
Business Name
MCR
MFS Charter Income Trust

General Information
Outstanding Shares: 45,112,195 (As of 7/31/2019)
Stock Exchange: NYSE
Federal Tax Id: 043055815


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Tuesday, August 29, 2023