Mfs Charter Income Trust (MCR) — SEC Filings
Latest SEC filings for Mfs Charter Income Trust. Recent DEF 14A filing on Aug 22, 2025. AI-decoded analysis of earnings, risk factors, and insider trades.
View Mfs Charter Income Trust on SEC EDGAR
Overview
Mfs Charter Income Trust (MCR) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEF 14A filed on Aug 22, 2025: MFS Charter Income Trust (MCR) and eight other MFS trusts are holding their 2025 Annual Meeting of Shareholders on October 2, 2025, to elect Trustees. For MFS Charter Income Trust, MFS Government Markets Income Trust, MFS Intermediate High Income Fund, MFS Intermediate Income Trust, and MFS Multimar
Sentiment Summary
Across 3 filings, the sentiment breakdown is: 3 neutral. The dominant filing sentiment for Mfs Charter Income Trust is neutral.
Filing Type Overview
Mfs Charter Income Trust (MCR) has filed 2 DEF 14A, 1 SC 13G/A with the SEC between Feb 2024 to Aug 2025.
Filings by Year
Recent Filings (3)
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MFS Trusts Seek Shareholder Approval for Trustee Elections
— DEF 14A · Aug 22, 2025 Risk: low
MFS Charter Income Trust (MCR) and eight other MFS trusts are holding their 2025 Annual Meeting of Shareholders on October 2, 2025, to elect Trustees. For MFS C -
MFS Charter Income Trust Files Annual Proxy Statement
— DEF 14A · Aug 23, 2024 Risk: low
MFS Charter Income Trust (CIK: 0000851170) filed a DEF 14A on August 23, 2024, for the period ending October 3, 2024. The filing details executive compensation, -
Morgan Stanley Amends MFS Charter Income Trust Stake
— SC 13G/A · Feb 9, 2024 Risk: low
Morgan Stanley filed an Amendment No. 17 to its SC 13G filing on February 9, 2024, indicating its ownership of Common Stock in MFS Charter Income Trust as of De
Risk Profile
Risk Assessment: Of MCR's 3 recent filings, 0 were flagged as high-risk, 0 as medium-risk, and 3 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Key Executives
- Maureen R. Goldfarb
- Maryanne L. Roepke
- Paula E. Smith
- Laurie J. Thomsen
- John P. Kavanaugh
- Michael W. Roberge
Industry Context
The MFS Charter Income Trust operates within the closed-end fund industry, which is part of the broader asset management sector. This sector is characterized by intense competition, evolving regulatory landscapes, and a constant need for effective risk management and investment strategies to attract and retain assets under management. Industry trends include a focus on income generation, particularly in the current interest rate environment, and the increasing importance of robust governance and shareholder engagement.
Top Tags
Proxy Statement (1) · Trustee Election (1) · Corporate Governance (1) · Closed-End Fund (1) · Shareholder Meeting (1) · MFS Funds (1) · Investment Management (1) · proxy-statement (1) · corporate-governance (1) · executive-compensation (1)
Key Numbers
- Date of Annual Meeting of Shareholders: October 2, 2025 — Meeting will be held at 10:30 a.m. (Eastern Time)
- Record Date for Voting: July 31, 2025 — Shareholders of record on this date are entitled to vote
- Total Number of Trustees: 12 — Fixed number of Trustees for each Trust
- Number of Independent Trustees: 11 — Out of 12 Trustees, 11 are Independent Trustees
- Anticipated Cost for Solicitation and Voting Tabulation Services: $32,084 — Cost for services provided by Computershare
- Term Expiration Year for Most Nominated Trustees: 2028 — Maureen R. Goldfarb, Maryanne L. Roepke, Paula E. Smith, and Laurie J. Thomsen's terms expire at the 2028 Annual Meeting
- Years of Service for Laurie J. Thomsen: 20 — Ms. Thomsen will reach 20 years of service in 2025 and is expected to retire
- Common Shares Outstanding for MFS Charter Income Trust: 41,688,435 — As of July 31, 2025
- Common Shares Outstanding for MFS Intermediate Income Trust: 113,798,238 — Largest number of common shares outstanding among the listed trusts as of July 31, 2025
- Preferred Shares Outstanding for MFS Municipal Income Trust: 967 — Largest number of preferred shares outstanding among the listed trusts as of July 31, 2025
- Reporting Period End Date: 20241003 — Indicates the end date for the reporting period covered by the filing.
- Filing Date: 20240823 — The date the DEF 14A was officially submitted to the SEC.
- Fiscal Year End: 1130 — Specifies the end of the company's fiscal year for reporting purposes.
Frequently Asked Questions
What are the latest SEC filings for Mfs Charter Income Trust (MCR)?
Mfs Charter Income Trust has 3 recent SEC filings from Feb 2024 to Aug 2025, including 2 DEF 14A, 1 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of MCR filings?
Across 3 filings, the sentiment breakdown is: 3 neutral. The dominant sentiment is neutral.
Where can I find Mfs Charter Income Trust SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Mfs Charter Income Trust (MCR) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Mfs Charter Income Trust?
Financial highlights for Mfs Charter Income Trust are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for MCR?
The investment thesis for MCR includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Mfs Charter Income Trust?
Key executives identified across Mfs Charter Income Trust's filings include Maureen R. Goldfarb, Maryanne L. Roepke, Paula E. Smith, Laurie J. Thomsen, John P. Kavanaugh and 1 others.
What are the main risk factors for Mfs Charter Income Trust stock?
Of MCR's 3 assessed filings, 0 were flagged high-risk, 0 medium-risk, and 3 low-risk.
What are recent predictions and forward guidance from Mfs Charter Income Trust?
Forward guidance and predictions for Mfs Charter Income Trust are extracted from SEC filings as they are enriched.