Skip to main content
MCR logo

MCR · Mfs Charter Income Trust

$6.52 +0.58 (+9.76%) At close · Jun 22
Market Cap
$247.63M
Shares
41.69M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$6.52 Open$6.52 Day$6.52–6.52 52W$5.83–6.52 Avg vol 30d87K Short int96K · 0.2% float · 1.0d Short vol40% DataJan 2020–Jun 2026

Up next

FQ3-26 quarter ends
~Aug 30, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Buy Momentum Strong Sentiment Bullish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 18.2 · elevated Equity put/call 0.71
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +5%
above
Price vs 50-day avg +8%
above
RSI (14) 79
overbought
MACD trend Positive
52-week position 100%
near high
Momentum
relative strength
Strong
1-month return +10%
trailing
6-month return +5%
trailing
YTD return +6%
this year
Relative strength −3%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $6 › 200d $6 — 200d above 50d
Institutional flow Accumulating
+3% holders QoQ · +9 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.23% of float · ▲ +509.4% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
66 holders — near 3-yr high, broad support
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 13%
annualized · 1-yr
Max drawdown −6%
past year
ATR 1.6%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Buy
1 · 1 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+5% Bullish
Price vs 50-day avg
+8% Bullish
RSI (14)
79 Bearish
MACD trend
Positive Bullish
52-week position
100% Bullish
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $6 › 200d $6 — 200d above 50d
Institutional flow Accumulating
+3% holders QoQ · +9 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.23% of float · ▲ +509.4% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
66 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $6 Now $7 · 100% 52-wk high $7
vs 200-day avg +5% vs 50-day avg +8%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
MCR
Mfs Charter Income Trust
this stock
$247.63M +6.3% 0.2%
BLK
BlackRock, Inc.
$357.45B +3.1% +16.2% 27.6 0.6%
BX
Blackstone Inc.
$96.13B -12.1% +9.2% 34.3 3.2%
BN
BROOKFIELD Corp /ON/
$94.64B -7.4% 0.7%
KKR
KKR & Co. Inc.
$92.18B -19.3% -11.0% 1.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
66
% held
41.7%
Net QoQ
+87.0K sh
Top holder
MORGAN STANLEY
Held Float
View
Held by Funds
Fund positions
3
View
Short & Settlement
Short Interest Rising
Shares short
96.3K
Days to cover
1.0d
Change
+80.5K sh
View
Short Volume
Short vol %
40%
As of
Jun 18, 2026
Short Total
View
Fails to Deliver
FTD shares
1.2K
Value
$6.9K
As of
Jun 23, 2026
View
Off-Exchange
Off-exchange %
78.5%
Week of
May 4, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Aug 22, 2025
This year
0
View

Performance

5D 20D 120D MTD YTD
MCR +8.5% +10.3% +5.1% +9.2% +6.3%
SPY +0.4% +0.2% +7.8% -1.6% +9.2%
vs SPY +8.1% +10.1% -2.7% +10.8% -2.9%

Capital returns

Latest dividend
$0.0437 / share · ex Jun 8, 2026
Cut 0.6%
Paid (TTM)
$0.4915 / share · 11 payouts
Dividend yield (TTM, derived)
7.54%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 851170 CUSIP 552727109 13F (30d) 5 filings 2 filers Visit website Investor relations