MFS Charter Income Trust
MFS CHARTER INCOME TRUST is a company, not a closed-end fund. We still track it - notices about it are below - but most of this site is about funds.
Is anyone targeting this fund?
Yes - one large investor is pushing for changes at this company.
- Sit Investment owns 9.8% and has said it may push for changes. Since April 2, 2025.
What this means for you
Sit Investment has told the regulator it may push for changes at this company. That usually means asking for a seat on the board, a sale of the company, or a change in how it is run.
Nothing is required of you now.
Large investors can also sell down and walk away. We show every notice they file, the day it is filed.
What happened, and when
-
Feb 24, 2026
Sit Investment changed its mind: it now says it may push for changes. It owns 9.8%.
Original document → -
April 2, 2025
Sit Investment now owns 5.9%, as a passive investor.
Original document →
Details: all notices, events and fund facts
| Date | Investor | Stake | Type of notice |
|---|---|---|---|
| Feb 24, 2026 | Sit Investment | 9.8% | May push for changes |
| April 2, 2025 | Sit Investment | 5.9% | Passive investor |
No announcements from the fund on file.
- Run by
- not filed yet
- Fund family
- not filed yet
- Exchange
- not listed
Email me when something new is filed for MFS Charter Income Trust
Free. One email per notice or announcement, usually within a day. No password.