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MFS Charter Income is projected to rise to $8.64 by 2027, a +45% move from its current price of $5.94. MCR is currently trading below its 50-day average (a bearish sign). Technical indicators currently lean strong sell.
A data-driven summary — not financial advice. See the full breakdown below.
Live market data via Yahoo Finance · updated 8/2/2026
MFS Charter Income Trust is a closed-ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets across the globe, 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 issuers, or debt instruments of issuers located in emerging market countries.
The fund employs a combination of fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. It seeks to benchmarks the performance of its portfolio against a combination of the Barclays U.S. High-Yield Corporate Bond 2% Issuer Capped Index, MFS Charter Income Trust Blended Index, Barclays U.S.
Credit Bond Index, Barclays U.S. Government/Mortgage Bond Index, Citigroup World Government Bond Non-Dollar Hedged Index, and JPMorgan Emerging Markets Bond Index Global. MFS Charter Income Trust was formed on July 20, 1989 and is domiciled in the United States.
MFS Charter Income (MCR) is categorized under Financial Services and trades with a current price of $5.94, a market cap of $247.63M, and a rank of 3569.
The forecast shows a path toward higher prices over time. For 2026, the min and avg are $5.94, with a max of $8.48 and a 0% ROI in that year. From 2027 onward, the outlook turns bullish with higher avg and max targets through 2050 (example: 2027 avg $8.67; 2030 avg $13.99; 2050 avg $119.87; max $224.42).
A major floor 5.1% below — a decisive break under it would weaken the trend.
Price is testing support right now (0.0% away) — a key level to hold.
The nearest ceiling, 9.8% above — a clean break opens room to run.
A major ceiling 17.2% above — clearing it would confirm fresh momentum.
Key MCR support and resistance from recent price action — levels where the trend has historically paused or reversed. Percentages are the distance from the current price.
A snapshot of MCR market posture derived from its technical indicators and recent volatility. Higher trend and alignment lean bullish; higher risk means larger swings.
Technical Analysis
Indicators computed on daily closing prices.
| Period | SMA | Action | EMA | Action |
|---|---|---|---|---|
| MA 5 | $6.10 | Sell | $6.16 | Sell |
| MA 10 | $6.02 | Sell | $6.07 | Sell |
| MA 20 | $5.99 | Sell | $6.02 | Sell |
| MA 50 | $6.01 | Sell | $6.02 | Sell |
| MA 100 | $6.08 | Sell | $6.07 | Sell |
| MA 200 | $6.21 | Sell | $6.15 | Sell |
| Name | Value | Action |
|---|---|---|
| RSI (14) | 79.72 | Sell |
| Stoch RSI (14) | 100.00 | Sell |
| CCI (20) | 563.49 | Buy |
| Williams %R (14) | 0.00 | Info |
| MACD (12,26,9) | 0.04 | Buy |
| ROC (12) | 10.14 | Buy |
| Bollinger %B (20,2) | 1.55 | Sell |
| Stochastic %K (14) | 100.00 | Sell |
| TRIX (15) | -0.00 | Sell |
| Awesome (5,34) | 0.11 | Buy |
| Ultimate (7,14,28) | 82.58 | Sell |
| Momentum (10) | 0.56 | Buy |
| Aroon Osc (25) | 88.00 | Buy |
| Hull MA (9) | 6.14 | Sell |
| ADX (14) | 16.09 | Neutral |
| ATR (14) | 0.07 | Info |
The 30-day technical picture is NEUTRAL. RSI14 is 80, indicating near-term overbought dynamics relative to momentum, while the SMA50 is $6.01 and the SMA200 is $6.21.
The price sits at the support level of $5.94 and faces a resistance at $6.52. The thirty-day range is from $5.94 to $5.94, highlighting a very tight trading window over the last month.
| Year | Min | Avg | Max | ROI | Sentiment |
|---|---|---|---|---|---|
| $5.94 | $5.94 | $8.38 | 0% | Neutral | |
| $6.87 | $8.64 | $11.50 | +45% | Bullish | |
| $7.60 | $9.84 | $13.62 | +66% | Bullish | |
| $9.12 | $12.10 | $17.26 | +104% | Bullish | |
| $10.32 | $13.99 | $20.46 | +135% | Bullish | |
| $11.39 | $15.75 | $23.55 | +165% | Bullish | |
| $14.97 | $21.07 | $32.13 | +255% | Bullish | |
| $17.84 | $25.55 | $39.66 | +330% | Bullish | |
| $19.40 | $28.24 | $44.56 | +375% | Bullish | |
| $20.90 | $30.89 | $49.48 | +420% | Bullish | |
| $36.71 | $58.20 | $99.35 | +880% | Bullish | |
| $66.57 | $119.17 | $223.05 | +19.1x | Bullish |
Current year — the forecast is anchored to the live price, so ROI shows 0%.
| Month | Min | Avg | Max | Change |
|---|---|---|---|---|
| August 2026 | $5.94 | $5.94 | $7.31 | +0.00% |
| September 2026 | $5.41 | $6.40 | $7.80 | +7.77% |
| October 2026 | $5.53 | $6.60 | $8.13 | +3.06% |
| November 2026 | $5.49 | $6.58 | $8.18 | -0.27% |
| December 2026 | $5.55 | $6.69 | $8.38 | +1.63% |
Click any year to see its month-by-month MCR forecast. Min / Avg / Max are a bear / base / bull scenario; ROI is the projected move from the current price. Change is the month-over-month move in the average. Estimates, not guarantees.
The MCR price prediction for 2026 points to an average of $5.94 (low $5.94, high $8.38) — a potential gain of 0% on today's $5.94. A consolidation phase looks the most probable path here.
In 2027, MCR is projected to trade between $6.87 and $11.50, averaging $8.64 — a potential gain of +45% from today's $5.94. That is up +45% on the projected 2026 average. Momentum favours further upside here.
MFS Charter Income's 2028 outlook centres on $9.84, within a $7.60 to $13.62 range. That is up +14% on the projected 2027 average. That marks a +66% change versus current levels. Buyers look set to stay in control over this stretch.
By 2029, MCR could reach as high as $17.26, with a base case around $12.10 and support toward $9.12 — roughly +104% from $5.94. Momentum favours further upside here.
Expect MCR to range from $10.32 to $20.46 through 2030. The $13.99 average target implies a +135% move from current prices. That is up +16% on the projected 2029 average. Buyers look set to stay in control over this stretch.
The MCR price prediction for 2031 points to an average of $15.75 (low $11.39, high $23.55) — a potential gain of +165% on today's $5.94. Momentum favours further upside here.
In 2032, MCR is projected to trade between $14.97 and $32.13, averaging $21.07 — a potential gain of +255% from today's $5.94. That is up +34% on the projected 2031 average. Buyers look set to stay in control over this stretch.
MFS Charter Income's 2033 outlook centres on $25.55, within a $17.84 to $39.66 range. That is up +21% on the projected 2032 average. That marks a +330% change versus current levels. Momentum favours further upside here.
By 2034, MCR could reach as high as $44.56, with a base case around $28.24 and support toward $19.40 — roughly +375% from $5.94. Buyers look set to stay in control over this stretch.
Expect MCR to range from $20.90 to $49.48 through 2035. The $30.89 average target implies a +420% move from current prices. That is up +9% on the projected 2034 average. Momentum favours further upside here.
The MCR price prediction for 2040 points to an average of $58.20 (low $36.71, high $99.35) — a potential gain of +880% on today's $5.94. Buyers look set to stay in control over this stretch.
In 2050, MCR is projected to trade between $66.57 and $223.05, averaging $119.17 — a potential gain of +19.1x from today's $5.94. That is up +105% on the projected 2040 average. Momentum favours further upside here.
Investing $1,000 in MCR today (≈ 168.350168 MCR) could be worth
$20,061.57
+$19,061.57 (+1906%) by 2050 · US Dollar
Based on the average projected MCR price of $119.17 in 2050.
Based on the base (average) forecast scenario. FX rates are indicative. Estimates only — not financial advice.
See what a past investment in MCRwould be worth at today's price.
$1,000 invested in MCR on Jun 23, 2025 (≈ 159.235663 MCR) would be worth
$945.86
-$54.14 (-5.4%) today · 0.95× · US Dollar
Based on a MCR entry price of $6.28 vs. today's $5.94.
| Invested | Entry price | Value today | Return |
|---|---|---|---|
| 1 week ago | $6.03 | $985.07 | -1.5% |
| 1 month ago | $5.93 | $1,001.69 | +0.2% |
| 3 months ago | $5.99 | $991.65 | -0.8% |
| 6 months ago | $6.32 | $939.87 | -6.0% |
| 1 year ago | $6.28 | $945.86 | -5.4% |
| All time (4.9y) ago | $8.66 | $685.91 | -31.4% |
Past performance from historical market data — it does not predict future results. FX rates are indicative. Not financial advice.
Enter a price to see how it sits against our MCR forecast.
Our base-case forecast reaches $12.00 around 2029.
Implied market cap at $12.00: $500.26M
In the multi-year forecast, 2026 shows min $5.94, avg $5.94, max $8.48 with a 0% ROI and NEUTRAL sentiment. By 2027 the average price rises to $8.67 with a 45.9% ROI and a BULLISH sentiment, continuing higher in subsequent years (2028 avg $9.86, ROI 66%; 2029 avg $12.23, ROI 105.9%). By 2030, the avg is forecast at $13.99 with a 135.6% ROI and BULLISH sentiment.
The growth continues into 2031 ($15.71, 164.5%), 2032 ($21.39, 260.2%), 2033 ($25.62, 331.3%), 2034 ($28.06, 372.3%), and 2035 ($31.20, 425.3%), all with bullish outlooks. The horizon widens further to 2040 ($58.22, 880.1%) and 2050 ($119.87, 1918%), both with bullish sentiment and substantial upside.
These figures are estimates, not guarantees, and not a recommendation. They should be interpreted in the context of inherent market uncertainty and the specific risk profile of fixed income and emerging market exposures.
Tap a question to reveal the answer.
2030 min $10.32, avg $13.99, max $20.48; ROI 135.6%; sentiment BULLISH.
The forecast shows bullish sentiment from 2027 onward with rising averages and max values, while 2026 is neutral with ROI 0. The long-range targets imply substantial upside through 2050 (e.g., 2050 max $224.42; 2050 avg $119.87; ROI 1918%), though these are estimates, not guarantees.
Yes. The 2035 forecast shows a max of $50.00, with min $21.10 and avg $31.20; ROI 425.3%; sentiment BULLISH.
The current price is $5.94.
RSI14 is 80 with NEUTRAL sentiment. SMA50 is $6.01 and SMA200 is $6.21. Support is $5.94 and resistance is $6.52. The thirty-day range is $5.94-$5.94.
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