MFS Charter Income Trust (MCR) — Net Asset Quality Index

Latest as of November 2025: 74.2%

MFS Charter Income Trust (MCR) has a Net Asset Quality Index of 74.2% as of November 2025. This metric measures the proportion of total assets financed by shareholders' equity — total assets of $379.06 Million minus total liabilities of $97.71 Million yields net assets of $281.36 Million. A higher index indicates a stronger, lower-leverage balance sheet. Check MCR asset liquidity ratio to evaluate the company's liquid asset resilience ratio.

Quality Index

74.2%
Equity / Total Assets

Net Assets

$281.36 Million
USD

Total Assets

$379.06 Million
USD

Total Liabilities

$97.71 Million
USD

MFS Charter Income Trust Net Asset Quality Index Over Time (2006–2025)

This chart shows how MFS Charter Income Trust's Net Asset Quality Index has evolved across 17 annual periods from 2006 to 2025. As of November 2025, the index stands at 74.2%, representing net assets of $281.36 Million against total assets of $379.06 Million USD. See MCR current assets to equity ratio to evaluate short-term liquidity relative to the company's equity base.

Annual Net Asset Quality Index for MFS Charter Income Trust (2006–2025)

The table below presents the year-by-year Net Asset Quality Index for MFS Charter Income Trust from 2006 to 2025, covering 17 annual filings. Each row shows total assets, total liabilities, net assets, the quality index percentage, and the change in percentage points compared to the prior year. For market capitalisation and the full company profile, see market cap of MFS Charter Income Trust.

Year Quality Index Net Assets (USD) Total Assets Total Liabilities Change (pp)
2025 74.2% $281.36 Million $379.06 Million $97.71 Million ▼ -0.5 pp
2024 74.7% $286.55 Million $383.61 Million $97.06 Million ▲ +1.3 pp
2023 73.4% $283.47 Million $386.45 Million $102.97 Million ▲ +0.7 pp
2022 72.6% $300.58 Million $413.87 Million $113.29 Million ▼ -5.0 pp
2021 77.6% $368.97 Million $475.38 Million $106.41 Million ▲ +0.3 pp
2020 77.3% $394.54 Million $510.47 Million $115.93 Million ▼ -1.7 pp
2019 79.0% $403.25 Million $510.26 Million $107.02 Million ▲ +0.3 pp
2018 78.8% $396.45 Million $503.34 Million $106.89 Million ▼ -2.2 pp
2017 81.0% $456.59 Million $563.64 Million $107.05 Million ▼ -0.8 pp
2016 81.8% $477.90 Million $584.41 Million $106.51 Million ▼ -0.9 pp
2015 82.6% $484.17 Million $585.91 Million $101.74 Million ▼ -1.0 pp
2014 83.7% $548.69 Million $655.86 Million $107.17 Million ▲ +0.3 pp
2013 83.3% $558.49 Million $670.23 Million $111.74 Million ▼ -1.2 pp
2012 84.5% $579.46 Million $685.81 Million $106.35 Million ▼ -14.9 pp
2008 99.4% $428.29 Million $430.88 Million $2.59 Million ▼ -0.1 pp
2007 99.5% $527.27 Million $529.79 Million $2.52 Million ▲ +2.0 pp
2006 97.5% $532.82 Million $546.59 Million $13.76 Million
pp = percentage points