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 U.S. High-Yield Corporate Bond 2% Issuer Capped Index, MFS Charter Income Trust Blended Index, Barclays U.S. Credit Bond Index, Barclays U.S. Government/Mortgage Bond Index, Citigroup World Government Bond Non-Dollar Hedged Index, and JPMorgan Emerging Markets Bond Index Global. MFS Charter Income Trust was formed on July 20, 1989 and is domiciled in the United States.
Research context
MFS Charter Income Trust appears in PyInvesting’s US Stock catalogue. The price history above describes this recorded instrument; it does not by itself identify a company’s business or establish a continuous investment return.
- Currency
- USD
- Sector
- Financial Services
- Industry
- Asset Management
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5 years, 7 months ago
MFS Charter Income Trust is currently in a long term uptrend where the price is trading 2.8% above its 200 day moving average.
From a valuation standpoint, the stock is 45.6% more expensive than other stocks from the Financial Services sector with a price to sales ratio of 13.2.
MFS Charter Income Trust's total revenue sank by 0.0% to $5M since the same quarter in the previous year.
Its net income has dropped by 0.0% to $12M since the same quarter in the previous year.
Finally, its free cash flow fell by 11.0% to $8M since the same quarter in the previous year.
Based on the above factors, MFS Charter Income Trust gets an overall score of 1/5.