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MCR

ETF
Financials
Asset Management

Performance overview

MCR Price
Price Chart

Forward-looking statistics

Beta
0.27
Risk
8.73%

Detailed forecast

[disclaimer]

Individual forecast components (weighted-sum)

Fund Profile

MFS Charter Income Trust is a United States-based closed-end fund. Its investment objective is to seek high current income. The fund invests the assets in debt instruments. It invests the assets in corporate bonds of U.S. and foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed and other asset-backed securities of U.S. and foreign issuers, and debt instruments of issuers located in emerging market countries.

Fund info

MFS Charter Income Trust is a United States-based closed-end fund. Its investment objective is to seek high current income. The fund invests the assets in debt instruments. It invests the assets in corporate bonds of U.S. and foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed and other asset-backed securities of U.S. and foreign issuers, and debt instruments of issuers located in emerging market countries.

Investing methodUnknown
DiversifiedNo
Expense ratio—
Asset classUnknown

Top holdings

Other100.00%

Sector exposure

Other100.00%

Country exposure

Other100.00%

Company info

SectorFinancials
IndustryAsset Management
AUM$266.8M

Security info

ExchangeNyse American
Type of shareN/A
Earnings per share (EPS)$0.72
Dividend per share$0.54
Revenue per share$0.54
Avg trading volume (30 day)$362K
Avg trading volume (10 day)$463K
Put-call ratioN/A

Macro factor sensitivity

Growth-1.0
Credit+1.9
Liquidity+0.3
Inflation-1.5
Commodities-0.7
Interest Rates-1.2

Upcoming events

Next earnings day—
Next dividend day—
Ex. dividend day—

News

Best Momentum Stock to Buy for July 21st

MCRI, SPFI and FULT made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 21, 2025.

Zacks Investment Research (July 21, 2025)
New Strong Buy Stocks for July 21st

ADNT, CCL, MCRI, FULT and MCHP have been added to the Zacks Rank #1 (Strong Buy) List on July 21, 2025.

Zacks Investment Research (July 21, 2025)
Monarch Casino Soars 20%, Still A Buy?

Monarch Casino & Resort (NASDAQ: MCRI) experienced a surge of 20% on July 17, 2025, and increased by as much as 24% in after-hours trading, significantly outperforming the S&P 500 and reaching a new 52-week peak. Although the stock is no longer inexpensive in absolute terms, it continues to trade at reasonable valuation multiples in comparison to the broader market, particularly when considering its strong growth, impressive profitability, and clean balance sheet.

Forbes (July 18, 2025)
These Analysts Increase Their Forecasts On Monarch Casino & Resort Following Upbeat Q2 Results

Monarch Casino & Resort, Inc. MCRI reported better-than-expected second-quarter financial results on Wednesday.

Benzinga (July 17, 2025)

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