MFS Charter Income Trust

MFS Charter Income Trustverified

MCR

Price:

$6.38

Market Cap:

$266.14M

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. It invests primarily in corporate bonds of U.S. or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed, and other asset-backed securities of U.S. or foreign issuers, or debt instruments of issuers located in emerging market countries. The fund employs a combination of fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. It seeks to benchmarks the performance of its portfolio against a combination of the Barclays...[Read more]

Industry

Asset Management - Income

IPO Date

1989-07-21

Stock Exchange

NYSE

Ticker

MCR

The Enterprise Value as of December 2025 (TTM) for MFS Charter Income Trust (MCR) is 361.13M

According to MFS Charter Income Trust’s latest financial reports and current stock price. The company's current Enterprise Value is 361.13M. This represents a change of 0.94% compared to the average of 357.78M of the last 4 quarters.

MFS Charter Income Trust (MCR) Historical Enterprise Value (quarterly & annually)

How has MCR Enterprise Value performed in the past?

The mean historical Enterprise Value of MFS Charter Income Trust over the last ten years is 454.40M. The current 361.13M Enterprise Value has changed 7.85% with respect to the historical average. Over the past ten years (40 quarters), MCR's Enterprise Value was at its highest in in the November 2021 quarter at 851.07M. The Enterprise Value was at its lowest in in the May 2012 quarter at 0.

Quarterly (TTM)
Annual

Average

454.40M

Median

469.14M

Minimum

358.75M

Maximum

529.43M

MFS Charter Income Trust (MCR) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of MFS Charter Income Trust Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 7.38%

Maximum Annual Enterprise Value = 529.43M

Minimum Annual Increase = -13.27%

Minimum Annual Enterprise Value = 358.75M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
2024358.75M-0.05%
2023358.94M-10.14%
2022399.45M-13.27%
2021460.54M-3.60%
2020477.73M-0.73%
2019481.25M7.38%
2018448.19M-12.67%
2017513.22M-3.06%
2016529.43M2.51%
2015516.46M-10.48%

MFS Charter Income Trust (MCR) Average Enterprise Value

How has MCR Enterprise Value performed in the past?

The current Enterprise Value of MFS Charter Income Trust (MCR) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

372.38M

5-year avg

411.08M

10-year avg

454.40M

MFS Charter Income Trust (MCR) Enterprise Value vs. Peers

How is MCR’s Enterprise Value compared to its peers?

MFS Charter Income Trust’s Enterprise Value is greater than MFS Multimarket Income Trust (354.88M), greater than BlackRock Income Trust, Inc. (336.43M), less than LMP Capital and Income Fund Inc. (5.07B), greater than MFS Intermediate Income Trust (302.70M), greater than Franklin Limited Duration Income Trust (346.73M), greater than Putnam Managed Municipal Income Trust (284.04M), greater than First Trust Senior Floating Rate Income Fund II (300.57M), greater than Virtus Convertible & Income Fund II (308.75M), less than Invesco Municipal Income Opportunities Trust (414.14M), less than Ariel International Investor (484.65M),

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Frequently asked questions❓

What is the Enterprise Value?

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What is MFS Charter Income Trust's Enterprise Value?

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What is the 3-year average Enterprise Value for MFS Charter Income Trust (MCR)?

What is the 5-year average Enterprise Value for MFS Charter Income Trust (MCR)?

How does the current Enterprise Value for MFS Charter Income Trust (MCR) compare to its historical average?