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MFS Charter Income Trust (MCR)

6.15 +0.06 (+0.90%)
At close: 3:58 PM EDT

Key Executives

Amounts are as of -- and compensation values are for the last fiscal year ending on that date. Pay is salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in USD.
NameTitlePayExercisedYear Born
Ms. Robin Ann Stelmach President and Interested Trustee -- -- 1961
Mr. Frank L. Tarantino Independent Chief Compliance Officer -- -- 1944
Mr. Michael J. Skatrud C.F.A., CFA Portfolio Manager -- -- --
Mr. Richard S. Weitzel Assistant Secretary and Assistant Clerk -- -- 1970
Mr. Kasey L. Philips Assistant Treasurer -- -- 1971
Mr. Brian E. Langenfeld Assistant Secretary and Assistant Clerk -- -- 1973
Ms. Susan A. Pereira Assistant Secretary and Assistant Clerk -- -- 1971
Mr. Ethan D. Corey Assistant Secretary and Assistant Clerk -- -- 1964
Mr. Thomas H. Connors Assistant Secretary and Assistant Clerk -- -- 1960
Mr. Christopher R. Bohane Assistant Secretary and Assistant Clerk -- -- 1974

MFS Charter Income Trust

Description

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.

Corporate Governance

MFS Charter Income Trust’s ISS Governance QualityScore as of N/A is N/A. The pillar scores are Audit: N/A; Board: N/A; Shareholder Rights: N/A; Compensation: N/A.
Corporate governance scores courtesy of Institutional Shareholder Services (ISS) Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while a 10 indicates higher governance risk.

Recent Events

  • Apr 24, 2024
    NPORT-P: Monthly Portfolio Investments Report on Form N- PORT (Public)
    See Full Filing
  • Apr 16, 2024
    Ex-Dividend Date
  • Feb 09, 2024
    N-CEN: Annual Report for Registered Investment Companies
    See Full Filing
  • Jan 25, 2024
    N-CSR: Periodic Reports
    See Full Filing
  • Jan 24, 2024
    NPORT-P: Monthly Portfolio Investments Report on Form N- PORT (Public)
    See Full Filing

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