MCR ETF
MFS Charter Income Trust
MCR ETF Overview
MCR ETF (MFS Charter Income Trust) is managed by MFS Investment Management with $269.9M in net assets. MCR expense ratio is 1.02%, holding 1076 positions across sectors including Financials, Energy, Industrials. Inception date: 1989-07-20.
MCR performance shows a YTD return of 0.95%. The 1-year return is 6.89% and the 5-year return is 2.65%. MCR dividend yield stands at 8.17%, paid monthly.
MCR top holdings include Us Treas Nts 2.75% 08/15/32 (4.4%), United States Treasury Note/Bond 1.13 08/15/2040 (3.7%), Treasury Note (Otr) 3.63% Sep 30, 2030 (3.0%), Us Treasury N/Bunited States Treasury Note/Bond 05/15/2043 (2.8%), Mfs Institutional Money Market Portfolio (2.5%). Go to all MCR holdings, MCR sectors, or MCR dividends.
MCR can be compared against other funds. Use MCR overlap to find shared positions, or MCR vs another fund for a side-by-side view. MCR alternatives are available via the screener, along with tax-loss harvesting opportunities.