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MFS CHARTER INCOME TRUST

CIK: 0000851170 MCR Fixed Income
Report date: 2026-04-24
AUM $281M
Expense Ratio
Category Fixed Income
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-24

Holdings

From latest SEC N-PORT filing · US-listed stocks only

84 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ARW ARROW ELECTRONICS INC Since 2026-05-10 04273WAC5 Debt
0.02%
$0.04 48,000
2 AJG ARTHUR J GALLAGHER & CO Since 2026-05-10 04316JAM1 Debt
0.00%
$0.01 12,000
3 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U2V4 Debt
0.01%
$0.04 38,000
4 ENR ENERGIZER HOLDINGS INC Since 2026-05-10 29272WAG4 Debt
0.08%
$0.22 229,000
5 NWL NEWELL BRANDS INC Since 2026-05-10 651229BE5 Debt
0.13%
$0.37 370,000
6 AXON AXON ENTERPRISE INC Since 2026-05-10 05464CAD3 Debt
0.08%
$0.24 229,000
7 WD WALKER & DUNLOP INC Since 2026-05-10 93148PAA0 Debt
0.24%
$0.67 679,000
8 CLH CLEAN HARBORS INC Since 2026-05-10 184496AR8 Debt
0.31%
$0.88 859,000
9 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PCE4 Debt
0.01%
$0.02 28,000
10 AVGO BROADCOM INC Since 2026-05-10 11135FCC3 Debt
0.01%
$0.04 38,000
11 MRK MERCK & CO INC Since 2026-05-10 58933YBZ7 Debt
0.02%
$0.07 69,000
12 PAYX PAYCHEX INC Since 2026-05-10 704326AB3 Debt
0.02%
$0.06 58,000
13 NRG NRG ENERGY INC Since 2026-05-10 629377DD1 Debt
0.32%
$0.89 873,000
14 TRGP TARGA RESOURCES CORP Since 2026-05-10 87612GAB7 Debt
0.02%
$0.05 53,000
15 ABT ABBOTT LABORATORIES Since 2026-05-10 002824BU3 Debt
0.03%
$0.08 78,000
16 ABBV ABBVIE INC Since 2026-05-10 00287YDW6 Debt
0.02%
$0.05 51,000
17 JPM JPMORGAN CHASE & CO Since 2026-05-10 Debt
0.04%
$0.12 100,000
18 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3P6 Debt
0.01%
$0.03 28,000
19 LXP LXP INDUSTRIAL TRUST Since 2026-05-10 529043AE1 Debt
0.01%
$0.03 29,000
20 LIN LINDE PLC Since 2026-05-10 Debt
0.04%
$0.12 100,000
21 STWD STARWOOD PROPERTY TRUST Since 2026-05-10 85571BBG9 Debt
0.25%
$0.70 691,000
22 MTB M&T BANK CORPORATION Since 2026-05-10 55261FAT1 Debt
0.03%
$0.08 73,000
23 XEL XCEL ENERGY INC Since 2026-05-10 98389BBE9 Debt
0.00%
$0.01 10,000
24 CRBG COREBRIDGE FINANCIAL INC Since 2026-05-10 21871XAK5 Debt
0.02%
$0.06 68,000
25 GTN-A GRAY MEDIA INC Since 2026-05-10 389375AP1 Debt
0.13%
$0.36 348,000
26 FLO FLOWERS FOODS INC Since 2026-05-10 343498AE1 Debt
0.00%
$0.01 15,000
27 WH WYNDHAM HOTELS & RESORTS Since 2026-05-10 98311AAB1 Debt
0.29%
$0.81 814,000
28 NRG NRG ENERGY INC Since 2026-05-10 629377DC3 Debt
0.38%
$1.07 1,059,000
29 FLO FLOWERS FOODS INC Since 2026-05-10 343498AD3 Debt
0.01%
$0.03 32,000
30 MTB M&T BANK CORPORATION Since 2026-05-10 55261FAQ7 Debt
0.01%
$0.04 41,000
31 AXON AXON ENTERPRISE INC Since 2026-05-10 05464CAC5 Debt
0.30%
$0.84 811,000
32 ES EVERSOURCE ENERGY Since 2026-05-10 30040WAX6 Debt
0.01%
$0.04 37,000
33 RCL ROYAL CARIBBEAN CRUISES Since 2026-05-10 78017TAB9 Debt
0.01%
$0.02 23,000
34 ENR ENERGIZER HOLDINGS INC Since 2026-05-10 29272WAD1 Debt
0.16%
$0.46 473,000
35 CABO CABLE ONE INC Since 2026-05-10 12685JAC9 Debt
0.12%
$0.33 469,000
36 POST POST HOLDINGS INC Since 2026-05-10 737446AQ7 Debt
0.40%
$1.13 1,158,000
37 RXO RXO INC Since 2026-05-10 74982TAA1 Debt
0.14%
$0.39 401,000
38 HUM HUMANA INC Since 2026-05-10 444859CD2 Debt
0.02%
$0.05 53,000
39 GFL GFL ENVIRONMENTAL INC Since 2026-05-10 36168QAQ7 Debt
0.11%
$0.30 288,000
40 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PBX3 Debt
0.03%
$0.10 108,000
41 SR SPIRE INC Since 2026-05-10 84857LAF8 Debt
0.03%
$0.09 90,000
42 NBR NABORS INDUSTRIES INC Since 2026-05-10 62957HAQ8 Debt
0.22%
$0.61 585,000
43 ACM AECOM Since 2026-05-10 00766TAE0 Debt
0.32%
$0.89 872,000
44 AJG ARTHUR J GALLAGHER & CO Since 2026-05-10 04316JAF6 Debt
0.01%
$0.03 26,000
45 PATK PATRICK INDUSTRIES INC Since 2026-05-10 703343AH6 Debt
0.32%
$0.91 888,000
46 F FORD MOTOR COMPANY Since 2026-05-10 345370DB3 Debt
0.01%
$0.03 29,000
47 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U2U6 Debt
0.01%
$0.04 41,000
48 LVS LAS VEGAS SANDS CORP Since 2026-05-10 517834AF4 Debt
0.03%
$0.08 84,000
49 POST POST HOLDINGS INC Since 2026-05-10 737446AX2 Debt
0.17%
$0.48 471,000
50 DKS DICK'S SPORTING GOODS Since 2026-05-10 253393AG7 Debt
0.02%
$0.06 81,000
51 BKNG BOOKING HOLDINGS INC Since 2026-05-10 Debt
0.04%
$0.12 100,000
52 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PEW2 Debt
0.02%
$0.06 54,000
53 RCL ROYAL CARIBBEAN CRUISES Since 2026-05-10 780153BW1 Debt
0.01%
$0.04 37,000
54 AJG ARTHUR J GALLAGHER & CO Since 2026-05-10 04316JAE9 Debt
0.01%
$0.04 36,000
55 GFL GFL ENVIRONMENTAL INC Since 2026-05-10 36168QAL8 Debt
0.23%
$0.64 651,000
56 CACI CACI INTERNATIONAL INC Since 2026-05-10 127190AG1 Debt
0.05%
$0.15 145,000
57 GTN-A GRAY MEDIA INC Since 2026-05-10 389375AN6 Debt
0.17%
$0.48 463,000
58 AVGO BROADCOM INC Since 2026-05-10 11135FCM1 Debt
0.01%
$0.04 40,000
59 CACI CACI INTERNATIONAL INC Since 2026-05-10 127190AE6 Debt
0.30%
$0.85 830,000
60 XEL XCEL ENERGY INC Since 2026-05-10 98388MAD9 Debt
0.01%
$0.02 19,000
61 BAX BAXTER INTERNATIONAL INC Since 2026-05-10 071813DE6 Debt
0.01%
$0.02 22,000
62 TNET TRINET GROUP INC Since 2026-05-10 896288AC1 Debt
0.08%
$0.22 226,000
63 SNAP SNAP INC Since 2026-05-10 83304AAL0 Debt
0.26%
$0.74 743,000
64 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PEG7 Debt
0.02%
$0.05 46,000
65 ABBV ABBVIE INC Since 2026-05-10 00287YEF2 Debt
0.03%
$0.07 71,000
66 TNET TRINET GROUP INC Since 2026-05-10 896288AA5 Debt
0.17%
$0.48 533,000
67 SNAP SNAP INC Since 2026-05-10 83304AAM8 Debt
0.06%
$0.17 175,000
68 PAG PENSKE AUTOMOTIVE GROUP Since 2026-05-10 70959WAK9 Debt
0.23%
$0.64 659,000
69 RCL ROYAL CARIBBEAN CRUISES Since 2026-05-10 780153BV3 Debt
0.01%
$0.04 38,000
70 WH WYNDHAM HOTELS & RESORTS Since 2026-05-10 98311AAE5 Debt
0.11%
$0.32 315,000
71 MOH MOLINA HEALTHCARE INC Since 2026-05-10 60855RAN0 Debt
0.33%
$0.92 916,000
72 BAX BAXTER INTERNATIONAL INC Since 2026-05-10 071813DD8 Debt
0.01%
$0.02 17,000
73 UBS UBS GROUP AG Since 2026-05-10 902613AK4 Debt
0.06%
$0.18 200,000
74 FISV FISERV INC Since 2026-05-10 337738AV0 Debt
0.01%
$0.04 48,000
75 PAYX PAYCHEX INC Since 2026-05-10 704326AA5 Debt
0.01%
$0.03 24,000
76 PODD INSULET CORPORATION Since 2026-05-10 45784PAL5 Debt
0.26%
$0.74 708,000
77 CRK COMSTOCK RESOURCES INC Since 2026-05-10 205768AS3 Debt
0.37%
$1.05 1,051,000
78 NWL NEWELL BRANDS INC Since 2026-05-10 651229BF2 Debt
0.28%
$0.78 779,000
79 CVNA CARVANA CO Since 2026-05-10 146869AM4 Debt
0.58%
$1.62 1,477,000
80 TMO THERMO FISHER SCIENTIFIC Since 2026-05-10 883556DD1 Debt
0.03%
$0.07 70,000
81 HUM HUMANA INC Since 2026-05-10 444859CA8 Debt
0.01%
$0.03 31,000
82 ABBV ABBVIE INC Since 2026-05-10 00287YDV8 Debt
0.01%
$0.04 41,000
83 AVGO BROADCOM INC Since 2026-05-10 11135FDD0 Debt
0.02%
$0.04 42,000
84 SR SPIRE INC Since 2026-05-10 84857LAD3 Debt
0.02%
$0.07 69,000