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MFS Charter Income is projected to rise to $7.87 by 2027, a +33% 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 7/11/2026
| Period | Min | Prediction | Max | Change |
|---|---|---|---|---|
| Jul 13 | $5.91 | $5.94 | $5.98 | +0.08% |
| Jul 14 | $5.90 | $5.95 | $6.00 | +0.16% |
| Jul 15 | $5.89 | $5.95 | $6.02 | +0.24% |
| Jul 16 | $5.89 | $5.96 | $6.03 | +0.32% |
| Jul 17 | $5.88 | $5.96 | $6.05 | +0.40% |
| Jul 18 | $5.88 | $5.97 | $6.06 | +0.48% |
| Jul 19 | $5.88 | $5.97 | $6.07 | +0.56% |
| Period | Min | Prediction | Max | Change |
|---|---|---|---|---|
| Week 1 | $5.88 | $5.97 | $6.07 | +0.56% |
| Week 2 | $5.87 | $6.01 | $6.15 | +1.13% |
| Week 3 | $5.87 | $6.04 | $6.21 | +1.69% |
| Week 4 | $5.88 | $6.07 | $6.28 | +2.26% |
| Week 5 | $5.89 | $6.11 | $6.34 | +2.84% |
| Week 6 | $5.90 | $6.14 | $6.39 | +3.42% |
| Week 7 | $5.92 | $6.18 | $6.45 | +4.00% |
Short-term targets derived from the forecast trend and recent volatility. Highly uncertain — not financial advice.
MFS Charter Income Trust (MCR) 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 Trust trades with a current price of $5.94 and carries a market capitalization of $247.63M. It is ranked 3433 among peers.
The price outlook, based on the provided year-by-year forecast, shows a potential path from a 2026 average of $5.94 to a 2050 average of $42.21, with a 2050 max of $69.03. The forecast also presents a bullish multi-year trajectory, with rising averages and higher max values across the horizon.
Overall, the forecast points to meaningful upside over time, while noting that forecasts are estimates and not guarantees, with near-term variations reflected in the 2026 data (min $5.86, max $8.00, avg $5.94).
A major floor 5.1% below — a decisive break under it would weaken the trend.
Price is testing support right now (1.3% 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 labeled NEUTRAL. The RSI14 sits at 80, suggesting overbought conditions at times within the window.
Near-term momentum is framed by the moving averages: SMA50 at $6.01 and SMA200 at $6.21. Support is marked at $5.86 and resistance at $6.52, framing a 30-day range of $5.70 to $6.19. The current price of $5.94 sits inside this range and near the upper end of recent action.
| Year | Min | Avg | Max | ROI | Sentiment |
|---|---|---|---|---|---|
| $5.86 | $5.94 | $7.96 | 0% | Neutral | |
| $6.45 | $7.87 | $10.05 | +33% | Bullish | |
| $6.84 | $8.52 | $11.17 | +43% | Bullish | |
| $7.67 | $9.69 | $12.98 | +63% | Bullish | |
| $7.74 | $9.91 | $13.51 | +67% | Bullish | |
| $7.71 | $10.00 | $13.85 | +68% | Bullish | |
| $9.23 | $12.09 | $16.99 | +104% | Bullish | |
| $10.49 | $13.90 | $19.77 | +134% | Bullish | |
| $11.40 | $15.24 | $21.95 | +157% | Bullish | |
| $12.36 | $16.68 | $24.29 | +181% | Bullish | |
| $17.73 | $24.97 | $38.09 | +320% | Bullish | |
| $28.14 | $42.51 | $69.51 | +616% | Bullish |
Current year — the forecast is anchored to the live price, so ROI shows 0%.
| Month | Min | Avg | Max | Change |
|---|---|---|---|---|
| July 2026 | $5.86 | $5.94 | $7.09 | +0.00% |
| August 2026 | $5.32 | $6.24 | $7.47 | +4.97% |
| September 2026 | $5.43 | $6.39 | $7.71 | +2.47% |
| October 2026 | $5.34 | $6.31 | $7.66 | -1.27% |
| November 2026 | $5.34 | $6.33 | $7.73 | +0.33% |
| December 2026 | $5.46 | $6.49 | $7.96 | +2.55% |
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 $5.86, high $7.96) — 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 $6.45 and $10.05, averaging $7.87 — a potential gain of +33% from today's $5.94. That is up +33% on the projected 2026 average. Momentum favours further upside here.
MFS Charter Income's 2028 outlook centres on $8.52, within a $6.84 to $11.17 range. That is up +8% on the projected 2027 average. That marks a +43% change versus current levels. Buyers look set to stay in control over this stretch.
By 2029, MCR could reach as high as $12.98, with a base case around $9.69 and support toward $7.67 — roughly +63% from $5.94. Momentum favours further upside here.
Expect MCR to range from $7.74 to $13.51 through 2030. The $9.91 average target implies a +67% move from current prices. That is up +2% 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 $10.00 (low $7.71, high $13.85) — a potential gain of +68% on today's $5.94. Momentum favours further upside here.
In 2032, MCR is projected to trade between $9.23 and $16.99, averaging $12.09 — a potential gain of +104% from today's $5.94. That is up +21% on the projected 2031 average. Buyers look set to stay in control over this stretch.
MFS Charter Income's 2033 outlook centres on $13.90, within a $10.49 to $19.77 range. That is up +15% on the projected 2032 average. That marks a +134% change versus current levels. Momentum favours further upside here.
By 2034, MCR could reach as high as $21.95, with a base case around $15.24 and support toward $11.40 — roughly +157% from $5.94. Buyers look set to stay in control over this stretch.
Expect MCR to range from $12.36 to $24.29 through 2035. The $16.68 average target implies a +181% 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 $24.97 (low $17.73, high $38.09) — a potential gain of +320% on today's $5.94. Buyers look set to stay in control over this stretch.
In 2050, MCR is projected to trade between $28.14 and $69.51, averaging $42.51 — a potential gain of +616% from today's $5.94. That is up +70% on the projected 2040 average. Momentum favours further upside here.
Investing $1,000 in MCR today (≈ 168.350168 MCR) could be worth
$7,156.1
+$6,156.1 (+616%) by 2050 · US Dollar
Based on the average projected MCR price of $42.51 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 | $8.68 | $684.33 | -31.6% |
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 2032.
Implied market cap at $12.00: $500.26M
The multi-year forecast shows a bullish trajectory with rising averages across the horizon. In 2026, the min price is $5.86, the avg is $5.94, and the max is $8.00, with a 0 ROI. By 2027 the avg rises to $7.86 and the forecast ROI is 32.3, with the max at $10.05. The path continues higher through 2028 (avg $8.65; ROI 45.6) and 2029 (avg $9.69; ROI 63.1).
In 2030 the avg is $9.82 (ROI 65.3) and 2031 10.12 (ROI 70.4). By 2032 the avg reaches $12.20 (ROI 105.3) and 2033 $13.86 (ROI 133.4). The forecast prints 2034 at $15.33 (ROI 158) and 2035 at $16.76 (ROI 182.1).
The curve accelerates significantly later, with 2040 avg $25.32 (ROI 326.3) and 2050 avg $42.21 (ROI 610.6), while the 2050 max is $69.03 and sentiment remains BULLISH.
These figures illustrate a pronounced long-run upside potential, balanced by near-term variability. As with any forecast, outcomes are not guaranteed and depend on market conditions and the fund’s investment dynamics over time.
Tap a question to reveal the answer.
In 2030 the forecast shows min $7.66, avg $9.82, max $13.39 with ROI 65.3 and sentiment BULLISH.
The forecasts show a bullish trajectory from 2027 onward, with rising avg prices (e.g., 2027 avg $7.86; 2028 avg $8.65; 2029 avg $9.69; 2030 avg $9.82) and positive ROI values (e.g., 32.3% in 2027, 65.3% in 2030, up to 610.6% by 2050). These are estimates and not guarantees.
Yes—the maximums rise over time, reaching $22.07 in 2034 and $24.40 in 2035, with a long-term max of $69.03 by 2050.
Current price is $5.94 and market cap is $247.63M. The asset is ranked 3433.
The 2050 forecast shows an avg price of $42.21 and a max of $69.03 with ROI 610.6 and bullish sentiment.
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