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. Check strategic asset allocation of MFS Charter Income Trust to assess the company's strategic physical and investment asset allocation.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2018–2025)
This chart shows how MFS Charter Income Trust's Asset Resilience Ratio has changed over time. See MFS Charter Income Trust balance sheet independence to measure how much of total assets are equity-financed.
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 market capitalisation and broader financial context, see MFS Charter Income Trust market capitalisation.
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 |
|---|---|---|
|
A.F.P. Provida
SN:PROVIDA |
Asset Management | 5.53% |
|
Destiny Tech100 Inc.
NYSE:DXYZ |
Asset Management | 45.51% |
|
CI Financial Corp
TO:CIX |
Asset Management | 1.81% |
|
TPG Inc
NASDAQ:TPG |
Asset Management | -0.13% |
|
Argo Investments Ltd
AU:ARG |
Asset Management | 0.46% |
|
A.F.P. Habitat
SN:HABITAT |
Asset Management | 7.59% |
|
Blackrock Multi Sector Income Closed Fund
NYSE:BIT |
Asset Management | 0.55% |
|
Magellan Financial Group Ltd
AU:MFG |
Asset Management | 15.56% |
Annual Asset Resilience Ratio for MFS Charter Income Trust (2018–2025)
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