MFS Charter Income Trust Asset Resilience Ratio
MFS Charter Income Trust asset resilience ratio. MFS Charter Income Trust (MCR) has an Asset Resilience Ratio of 1.31% as of November 2025. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing. See defensive interval ratio of MFS Charter Income Trust to measure how many days the company can operate on defensive assets alone.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio of MFS Charter Income Trust (2018–2025)
Asset resilience ratio of MFS Charter Income Trust from 2018 to 2025. This chart shows how MFS Charter Income Trust's Asset Resilience Ratio has changed over time. Read how much debt does MFS Charter Income Trust carry for a breakdown of total debt and financial obligations.
Liquid Assets Composition Over Time
This chart breaks down MFS Charter Income Trust's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. For the complete balance sheet picture, see MFS Charter Income Trust total assets.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | $0.00 | 0% |
| Short-term Investments | $4.96 Million | 1.31% |
| Total Liquid Assets | $4.96 Million | 1.31% |
Asset Resilience Insights
- Limited Liquidity: MFS Charter Income Trust maintains only 1.31% of assets in liquid form.
- This low level may indicate efficient asset utilization but could pose risks during economic downturns.
- The company has significant short-term investments, indicating active treasury management.
MFS Charter Income Trust Industry Peers by Asset Resilience Ratio
Compare MFS Charter Income Trust's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
Bajaj Holdings & Investment Limited
NSE:BAJAJHLDNG |
Asset Management | 1.12% |
|
IGM Financial Inc.
TO:IGM |
Asset Management | 12.70% |
|
Groep Brussel Lambert NV
BR:GBLB |
Asset Management | 3.60% |
|
Sprott Physical Gold and Silver Trust
TO:CEF |
Asset Management | 99.66% |
|
Australian Foundation Investment Company Ltd
AU:AFI |
Asset Management | 0.01% |
|
Golub Capital BDC Inc
NASDAQ:GBDC |
Asset Management | -96.41% |
|
CI Financial Corp
TO:CIX |
Asset Management | 1.81% |
|
Australian United Investment Company Ltd
AU:AUI |
Asset Management | 0.01% |
MFS Charter Income Trust Asset Resilience Ratio by Year (2018–2025)
MFS Charter Income Trust asset resilience ratio by year from 2018 to 2025. The table below shows the annual Asset Resilience Ratio data for MFS Charter Income Trust.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2025-11-30 | 1.31% | $4.96 Million | $379.06 Million | +0.72pp |
| 2018-11-30 | 0.58% | $2.94 Million | $503.34 Million | -- |
About MFS Charter Income Trust
MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the fixed income markets across the globe. It invests primarily in corporate bonds of U.S. or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed, and other asset-backed securities of U.S. or foreign issue… Read more