MFS Charter Income Trust (MCR) — Long-term Investment Intensity
MFS Charter Income Trust (MCR) has a Long-term Investment Intensity of 98.4% as of November 2025. Long-term investments of $373.06 Million represent 98.4% of total assets of $379.06 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check MCR asset resilience ratio to evaluate the company's liquid asset resilience ratio.
LT Investment Intensity
Long-term Investments
Total Assets
Country
MFS Charter Income Trust Long-term Investment Intensity (2006–2025)
This chart shows how MFS Charter Income Trust's Long-term Investment Intensity has evolved across 15 annual periods from 2006 to 2025. As of November 2025, the intensity stands at 98.4%, reflecting long-term investments of $373.06 Million against total assets of $379.06 Million USD. For the complete balance sheet picture, see balance sheet size of MFS Charter Income Trust.
Annual Long-term Investment Intensity for MFS Charter Income Trust (2006–2025)
The table below presents the year-by-year Long-term Investment Intensity for MFS Charter Income Trust from 2006 to 2025, covering 15 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read MFS Charter Income Trust debt and liabilities for a breakdown of total debt and financial obligations.
| Year | LT Investment Intensity | LT Investments (USD) | Total Assets | Change (pp) |
|---|---|---|---|---|
| 2025 | 98.4% | $373.06 Million | $379.06 Million | ▲ +0.5 pp |
| 2024 | 97.9% | $375.59 Million | $383.61 Million | ▲ +0.1 pp |
| 2023 | 97.8% | $377.87 Million | $386.45 Million | ▲ +1.1 pp |
| 2022 | 96.7% | $400.16 Million | $413.87 Million | ▼ -1.3 pp |
| 2021 | 98.0% | $466.00 Million | $475.38 Million | ▲ +0.3 pp |
| 2020 | 97.7% | $498.68 Million | $510.47 Million | ▼ -0.6 pp |
| 2019 | 98.3% | $501.75 Million | $510.26 Million | ▲ +0.6 pp |
| 2018 | 97.7% | $491.88 Million | $503.34 Million | ▼ -0.6 pp |
| 2017 | 98.3% | $554.25 Million | $563.64 Million | ▲ +3.1 pp |
| 2016 | 95.3% | $556.82 Million | $584.41 Million | ▼ -2.3 pp |
| 2015 | 97.5% | $571.44 Million | $585.91 Million | ▲ +0.7 pp |
| 2014 | 96.8% | $635.14 Million | $655.86 Million | ▲ +0.0 pp |
| 2008 | 96.8% | $417.25 Million | $430.88 Million | ▼ -0.9 pp |
| 2007 | 97.7% | $517.54 Million | $529.79 Million | ▲ +0.3 pp |
| 2006 | 97.3% | $532.05 Million | $546.59 Million | — |