January 31, 2015 4:34 PM ET

Capital Markets

Company Overview of MFS Charter Income Trust

Company Overview

MFS Charter Income Trust is a close 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. and/or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed and other asset-backed securities of U.S. and/or foreign issuers, and/or debt instruments of issuers located in emerging market countries. The fund employs a combination of quantitative and fundamental analysis with a bottom-up approach to build its portfolio. It benchmarks the performance of its portfolio against the Barclays U.S. High-Yield Corporate Bo...

111 Huntington Avenue

Boston, MA 02199-7618

United States

Founded in 1989

Key Executives for MFS Charter Income Trust

President and Interested Trustee
Age: 53
Investment Officer and Portfolio Manager
Treasurer
Age: 46
Secretary and Clerk
Age: 62
Assistant Secretary and Assistant Clerk
Age: 43
Compensation as of Fiscal Year 2014.

MFS Charter Income Trust Key Developments

MFS Charter Income Trust Announces Monthly Distribution, Payable on December 31, 2014

MFS Charter Income Trust announced monthly distribution of $0.17250 per share. The dividend is payable on December 31, 2014 to shareholders of record on December 18, 2014 and the ex-dividend date is December 1, 2014.

MFS Charter Income Trust Announces Monthly Distribution, Payable on November 28, 2014

MFS Charter Income Trust announced monthly distribution of $0.0470 per share. The dividend is payable on November 28, 2014 to shareholders of record on November 20, 2014 and the ex-dividend date is November 18, 2014.

MFS Investment Grade Municipal Trust Appoints Robin A. Stelmach as President

Robin A. Stelmach has been named as president of MFS Charter Income Trust, managed by Massachusetts Financial Services Company, d/b/a MFS Investment Management(R) (MFS(R)), effective October 01, 2014. Stelmach is an executive vice president and chief operating officer of MFS, and is also a trustee of the funds. She is a member of MFS' management committee. Ms. Stelmach joined MFS in 1989 and has held several senior roles within the firm's investment research, investment risk and investment support and technology groups. Prior to MFS, she spent four years as chief accountant and divisional controller for ASA International Ltd.

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To contact MFS Charter Income Trust, please visit www.mfs.com/wps/portal/mfs/us-advisor-pub/products/closed-end/!ut/p/c5/04_SB8K8xLLM9MSSzPy8xBz9CP0os. Company data is provided by Capital IQ. Please use this form to report any data issues.

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