MFS Charter Income Trust (MCR)
Key Executives
Name | Title | Pay | Exercised | Year 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
- Sector:
- Financial Services
- Industry: Asset Management
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
Recent Events
- Apr 24, 2024NPORT-P: Monthly Portfolio Investments Report on Form N- PORT (Public)See Full Filing
- Apr 16, 2024Ex-Dividend Date
- Feb 09, 2024N-CEN: Annual Report for Registered Investment CompaniesSee Full Filing
- Jan 25, 2024N-CSR: Periodic ReportsSee Full Filing
- Jan 24, 2024NPORT-P: Monthly Portfolio Investments Report on Form N- PORT (Public)See Full Filing
Upcoming Events
Upcoming Events Information Not Available