Mfs Charter Income Trust MCR
We take great care to ensure that the data presented and summarized in this overview for MFS CHARTER INCOME TRUST is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding MCR
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Morgan Stanley New York, NY8.13MShares$50.3 Million0.0% of portfolio
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Allspring Global Investments Holdings, LLC1.65MShares$10.2 Million0.02% of portfolio
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Sit Investment Associates Inc Minneapolis, MN1.59MShares$9.85 Million0.23% of portfolio
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Invesco Ltd. Atlanta, GA514KShares$3.18 Million0.0% of portfolio
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Shaker Financial Services, LLC448KShares$2.77 Million1.13% of portfolio
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Bank Of America Corp Charlotte, NC281KShares$1.74 Million0.0% of portfolio
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Pathstone Holdings, LLC Englewood, NJ226KShares$1.4 Million0.01% of portfolio
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Stifel Financial Corp St. Louis, MO180KShares$1.11 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA152KShares$943,4980.0% of portfolio
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Lpl Financial LLC Fort Mill, SC151KShares$936,5960.0% of portfolio
Latest Institutional Activity in MCR
Top Purchases
Top Sells
About MCR
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.
Insider Transactions at MCR
Insider Transaction List
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