MFS Charter Income Trust

MFS Charter Income Trustverified

MCR

Price:

$6.26

Market Cap:

$262.63M

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 November 2024 (TTM) for MFS Charter Income Trust (MCR) is 357.61M

According to MFS Charter Income Trust’s latest financial reports and current stock price. The company's current Enterprise Value is 357.61M. This represents a change of -0.13% compared to the average of 358.09M 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 476.21M. The current 357.61M Enterprise Value has changed 7.41% with respect to the historical average. Over the past ten years (40 quarters), MCR's Enterprise Value was at its highest in in the May 2020 quarter at 630.24M. The Enterprise Value was at its lowest in in the May 2023 quarter at 354.53M.

Quarterly (TTM)
Annual

Average

476.21M

Median

479.49M

Minimum

358.94M

Maximum

576.90M

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 = 576.90M

Minimum Annual Increase = -13.27%

Minimum Annual Enterprise Value = 358.94M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
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%
2014576.90M-2.32%

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

406.31M

5-year avg

435.58M

10-year avg

476.21M

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 High Income Municipal Trust (200.66M), greater than Virtus Convertible & Income 2024 Target Term Fund (179.18M), greater than MFS Investment Grade Municipal Trust (110.18M), greater than Eaton Vance National Municipal Opportunities Trust (307.11M), greater than Invesco High Income 2024 Target Term Fund (22.93M), greater than MFS High Yield Municipal Trust (150.49M), greater than MFS Municipal Income Trust (341.96M), greater than DTF Tax-Free Income 2028 Term Fund Inc. (76.71M), greater than MFS Government Markets Income Trust (96.48M), greater than MFS Intermediate Income Trust (303.84M), less than BlackRock MuniYield Quality Fund, Inc. (883.00M), less than John Hancock Income Securities Trust (0), greater than BlackRock MuniYield Quality Fund II, Inc. (224.80M), greater than null (228.68M),

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Frequently asked questions❓

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What is MFS Charter Income Trust's Enterprise Value?

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