- What are the top holdings of MCR?
- MFS Charter Income Trust holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does MCR have?
- MCR holds — positions as reported by the fund's most recent disclosure.
- What sectors does MCR invest in?
- MFS Charter Income Trust (MCR) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is MCR most exposed to?
- MCR's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is MCR a US-only fund?
- The country allocation card on this page shows MCR's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does MCR invest in?
- 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.
