Estatísticas Básicas
| LEI | 1LFFWFMKO22SVR346G33 |
| CIK | 851170 |
SEC Filings
SEC Filings (Chronological Order)
| December 12, 2025 |
MFS Investment Management 111 Huntington Ave., Boston, MA 02199 Filed by MFS Multimarket Income Trust pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Companies: MFS Charter Income Trust File No. |
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| December 11, 2025 |
Filed by MFS Multimarket Income Trust pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Companies: MFS Charter Income Trust File No. |
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| August 22, 2025 |
UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant [X] Filed by a Party Other Than the Registrant [ ] Check the Appropriate Box: [ ] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [X] Definitive Pr |
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| August 19, 2025 |
MFS® INVESTMENT MANAGEMENT 111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-5000 MFS® INVESTMENT MANAGEMENT 111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-5000 August 19, 2025 VIA EDGAR (as Correspondence) United States Securities and Exchange Commission 100 F Street, N. |
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| August 23, 2024 |
UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant [X] Filed by a Party Other Than the Registrant [ ] Check the Appropriate Box: [ ] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [X] Definitive Pr |
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| February 9, 2024 |
MCR / MFS Charter Income Trust / MORGAN STANLEY - MS AMENDMENT Passive Investment SC 13G/A 1 MFSCharterMCR.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.17)* MFS CHARTER INCOME TRUST - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2023 - (Date Of Event which Requires Filing of this Statement) Check the appropria |
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| August 30, 2023 |
UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party Other Than the Registrant ☐ Check the Appropriate Box: ☐ Preliminary Proxy Statement ☐ Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy Statem |
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| February 10, 2023 |
MCR / MFS Charter Income Trust / MORGAN STANLEY - MS AMENDMENT Passive Investment SC 13G/A 1 MFSCharterIncomeMCR.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.16)* MFS CHARTER INCOME TRUST - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 30, 2022 - (Date Of Event which Requires Filing of this Statement) Check the app |
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| February 10, 2023 |
MCR / MFS Charter Income Trust / MORGAN STANLEY - MS AMENDMENT Passive Investment SC 13G/A 1 MFSCharterIncomeMCR.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.1)* MFS CHARTER INCOME TRUST - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 30, 2022 - (Date Of Event which Requires Filing of this Statement) Check the appr |
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| October 25, 2022 |
Quarterly Report August 31, 2022 MFS® Charter Income Trust MCR-Q3 Portfolio of Investments 8/31/22 (unaudited) The Portfolio of Investments is a complete list of all securities owned by your fund. |
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| August 26, 2022 |
UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ? Filed by a Party Other Than the Registrant ? Check the Appropriate Box: ? Preliminary Proxy Statement ? Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy Statem |
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| April 25, 2022 |
Quarterly Report February 28, 2022 MFS® Charter Income Trust MCR-Q1 Portfolio of Investments 2/28/22 (unaudited) The Portfolio of Investments is a complete list of all securities owned by your fund. |
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| February 10, 2022 |
MCR / MFS Charter Income Trust / MORGAN STANLEY - MS INITIAL Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.)* MFS CHARTER INCOME TRUST - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2021 - (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to whi |
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| January 7, 2022 |
MCR / MFS Charter Income Trust / MORGAN STANLEY - MS AMENDMENT Passive Investment SC 13G/A 1 MFSCharterIncomeMCR.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.15)* MFS CHARTER INCOME TRUST - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2021 - (Date Of Event which Requires Filing of this Statement) Check the app |
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| October 25, 2021 |
Quarterly Report August 31, 2021 MFS® Charter Income Trust MCR-Q3 Portfolio of Investments 8/31/21 (unaudited) The Portfolio of Investments is a complete list of all securities owned by your fund. |
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| August 27, 2021 |
UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ? Filed by a Party Other Than the Registrant ? Check the Appropriate Box: ? Preliminary Proxy Statement ? Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy Statem |
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| May 7, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1) - MFS Charter Income Trust (MCR) - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) April 30, 2021 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule purs |
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| April 23, 2021 |
Quarterly Report February 28, 2021 MFS® Charter Income Trust MCR-Q1 Portfolio of Investments 2/28/21 (unaudited) The Portfolio of Investments is a complete list of all securities owned by your fund. |
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| February 12, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 MFS Charter Income Trust (MCR) - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2020 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Sch |
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| February 11, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.14)* MFS CHARTER INCOME TRUST - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2020 - (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w |
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| October 26, 2020 |
Quarterly Report August 31, 2020 MFS® Charter Income Trust MCR-Q3 Portfolio of Investments 8/31/20 (unaudited) The Portfolio of Investments is a complete list of all securities owned by your fund. |
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| August 20, 2020 |
- MFS MULTI CLOSED END FUND DEF 14A DEF 14A 1 d884390ddef14a.htm MFS MULTI CLOSED END FUND DEF 14A UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party Other Than the Registrant ☐ Check the Appropriate Box: ☐ Preliminary Proxy Statement ☐ Confidential for Use of the Commission On |
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| April 23, 2020 |
Quarterly Report February 29, 2020 MFS® Charter Income Trust Portfolio of Investments 2/29/20 (unaudited) The Portfolio of Investments is a complete list of all securities owned by your fund. |
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| February 13, 2020 |
MCR / MFS Charter Income Trust / MORGAN STANLEY - MS AMENDMENT Passive Investment SC 13G/A 1 MCR.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.13)* MFS CHARTER INCOME TRUST - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2019 - (Date Of Event which Requires Filing of this Statement) Check the appropriate box to |
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| January 29, 2020 |
111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-4384 / Fax 617-954-7723 111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-4384 / Fax 617-954-7723 January 29, 2020 VIA EDGAR (as Correspondence) United States Securities and Exchange Commission 100 F Street, N. |
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| October 25, 2019 |
MCR / MFS Charter Income Trust NPORT-EX - - Quarterly Report August 31, 2019 MFS® Charter Income Trust Portfolio of Investments 8/31/19 (unaudited) The Portfolio of Investments is a complete list of all securities owned by your fund. |
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| August 22, 2019 |
MCR / MFS Charter Income Trust DEF 14A - - MFS MULTI CLOSED END FUND DEF 14A DEF 14A 1 d716734ddef14a.htm MFS MULTI CLOSED END FUND DEF 14A UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party Other Than the Registrant ☐ Check the Appropriate Box: ☐ Preliminary Proxy Statement ☐ Confidential for Use of the Commission On |
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| April 22, 2019 |
N-Q 1 d702128dnq.htm MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-05822 MFS CHARTER INCOME TRUST (Exact name of registrant as specified in charter) 111 Huntington Avenue, Boston, Massachusetts 02199 (Address o |
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| April 22, 2019 |
EX-99.CERT 2 d702128dex99cert.htm CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, James O. Yost, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances |
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| February 12, 2019 |
MCR / MFS Charter Income Trust / MORGAN STANLEY - MS AMENDMENT Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.12)* MFS CHARTER INCOME TRUST - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2018 - (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w |
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| October 24, 2018 |
MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| October 24, 2018 |
EX-99.CERT 2 d617132dex99cert.htm CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, James O. Yost, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances |
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| August 23, 2018 |
MCR / MFS Charter Income Trust MFS MULTI CLOSED END FUND DEF 14A MFS MULTI CLOSED END FUND DEF 14A UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| April 18, 2018 |
EX-99.CERT 2 d510774dex99cert.htm CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, James O. Yost, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances |
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| April 18, 2018 |
N-Q 1 d510774dnq.htm MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-05822 MFS CHARTER INCOME TRUST (Exact name of registrant as specified in charter) 111 Huntington Avenue, Boston, Massachusetts 02199 (Address o |
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| February 13, 2018 |
MCR / MFS Charter Income Trust / MORGAN STANLEY - MS AMENDMENT Passive Investment SC 13G/A 1 MFSCharter.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.11)* MFS CHARTER INCOME TRUST - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 29, 2017 - (Date Of Event which Requires Filing of this Statement) Check the appropriate |
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| October 26, 2017 |
EX-99.CERT 2 d446396dex99cert.htm CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, James O. Yost, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances |
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| October 26, 2017 |
Mfs Charter Income Trust - MFS CHARTER INCOME TRUST N-Q MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| August 24, 2017 |
MFS Charter Income Trust MFS MULTI CLOSED END FUND DEF 14A MFS MULTI CLOSED END FUND DEF 14A UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| August 3, 2017 |
MCR / MFS Charter Income Trust / Relative Value Partners Group, LLC Passive Investment SC 13G 1 rvp13gaug2017mcr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G (Rule 13d-102) Information Statement Pursuant to Rules 13d-1 and 13d-2 Under the Securities Exchange Act of 1934 (Amendment No. ) * MFS CHARTER INCOME TRUST (Name of Issuer) SHARES OF BENEFICIAL INTEREST (Title of Class of Securities) 552727109 (CUSIP Number) (Holdings as of July 26, |
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| August 3, 2017 |
MCR / MFS Charter Income Trust / Relative Value Partners Group, LLC Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 4)* MFS CHARTER INCOME TRUST (Name of Issuer) SHARES BENEFICIAL INTEREST (Title of Class of Securities) 552727109 (CUSIP Number) Relative Value Partners Group, LLC, 1033 Skokie Blvd, Suite 470 Northbrook, IL 60062, 847-513-6300 (Name, Address and Telephone N |
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| June 9, 2017 |
MCR / MFS Charter Income Trust / Relative Value Partners Group, LLC Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 3)* MFS CHARTER INCOME TRUST (Name of Issuer) SHARES BENEFICIAL INTEREST (Title of Class of Securities) 552727109 (CUSIP Number) Relative Value Partners Group, LLC, 1033 Skokie Blvd, Suite 470 Northbrook, IL 60062, 847-513-6300 (Name, Address and Telephone N |
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| May 9, 2017 |
MCR / MFS Charter Income Trust / Relative Value Partners Group, LLC Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 2)* MFS CHARTER INCOME TRUST (Name of Issuer) SHARES BENEFICIAL INTEREST (Title of Class of Securities) 552727109 (CUSIP Number) Relative Value Partners Group, LLC, 1033 Skokie Blvd, Suite 470 Northbrook, IL 60062, 847-513-6300 (Name, Address and Telephone N |
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| April 20, 2017 |
Mfs Charter Income Trust - MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-05822 MFS CHARTER INCOME TRUST (Exact name of registrant as specified in charter) 111 Huntington Avenue, Boston, Massachusetts 02199 (Address of principal executive offices) (Zip code) Christop |
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| April 20, 2017 |
CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, James O. Yost, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were m |
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| April 6, 2017 |
111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-4340 / Fax 617-954-7723 111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-4340 / Fax 617-954-7723 April 6, 2017 VIA EDGAR (as Correspondence) United States Securities and Exchange Commission 100 F Street, N. |
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| February 13, 2017 |
MCR / MFS Charter Income Trust / MORGAN STANLEY - MSSB 13G Passive Investment SC 13G/A 1 mfscharterincometrust10.txt MSSB 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.10)* MFS CHARTER INCOME TRUST - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2016 - (Date Of Event which Requires Filing of this Statement) Check the app |
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| February 13, 2017 |
MCR / MFS Charter Income Trust / Saba Capital Management, L.P. - SC 13G/A Passive Investment Saba Capital Management, L.P.: Schedule 13G/A - Filed by newsfilecorp.com UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1)* MFS Charter Income Trust (Name of Issuer) Common Stock (Title of Class of Securities) 552727109 (CUSIP Number) December 30, 2016 (Date of Event which Requires Filing of this Stat |
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| November 8, 2016 |
Relative Value Partners Northbrook, IL 60062 847-513-6300 November 2, 2016 Mr. David H. Gunning, Chair of Trustees MFS Charter Income Trust C/O MFS Investment Management 111 Huntington Avenue Boston, MA 02199-7618 Re: MFS Charter Income Trust To Mr. David H. Gunning, Relative Value Partners (RVP) is a Registered Investment Advisor based in Northbrook, Illinois. We manage approximately one billion |
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| November 8, 2016 |
MCR / MFS Charter Income Trust / Relative Value Partners Group, LLC Activist Investment SC 13D/A 1 mcr13d1a.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 1)* MFS CHARTER INCOME TRUST (Name of Issuer) SHARES BENEFICIAL INTEREST (Title of Class of Securities) 552727109 (CUSIP Number) Relative Value Partners Group, LLC, 1033 Skokie Blvd, Suite 470 Northbrook, IL 60062, 847-513-6300 (Name, |
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| October 20, 2016 |
CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements w |
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| October 20, 2016 |
MFS Charter Income Trust MFS CHARTER INCOME TRUST N-Q (Quarterly Schedule of Portfolio Holdings) MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| August 19, 2016 |
MFS Charter Income Trust MFS MULTI CLOSED END FUND DEF 14A MFS MULTI CLOSED END FUND DEF 14A UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| August 19, 2016 |
MFS Charter Income Trust MFS MULTI CLOSED END FUND DEF 14A MFS MULTI CLOSED END FUND DEF 14A UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| July 27, 2016 |
MFS CHARTER INCOME TRUST CERTIFICATION OF AMENDMENT TO THE DECLARATION OF TRUST Pursuant to Section 8. |
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| July 27, 2016 |
Unknown; MASTER AMENDED AND RESTATED BY-LAWS OF THE TRUSTS IDENTIFIED ON APPENDIX A HERETO [CLOSED-END FUNDS] DECEMBER 18, 2007, AS REVISED: December 16, 2008 (Article III; Section 5) November 1, 2014 (Article VI: Sections 1, 2, 3, 13 and 14) April 27, 2016 (Article XII) May 2, 2016 (Article XIV: Sections 1 and 2) AMENDED AND RESTATED BY-LAWS OF THE TRUSTS IDENTIFIED ON APPENDIX A HERETO ARTICLE I |
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| May 17, 2016 |
MCR / MFS Charter Income Trust / Relative Value Partners Group, LLC Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. )* MFS CHARTER INCOME TRUST (Name of Issuer) SHARES BENEFICIAL INTEREST (Title of Class of Securities) 552727109 (CUSIP Number) Relative Value Partners Group, LLC, 1033 Skokie Blvd, Suite 470 Northbrook, IL 60062, 847-513-6300 (Name, Address and Telephone Nu |
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| May 13, 2016 |
MCR / MFS Charter Income Trust / Saba Capital Management, L.P. - SC 13G Passive Investment Saba Capital .:Schedule 13G- Filed by newsfilecorp.com UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* MFS Charter Income Trust (Name of Issuer) Common Stock (Title of Class of Securities) 552727109 (CUSIP Number) May 6, 2016 (Date of Event which Requires Filing of this Statement) Check the appropriate |
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| April 28, 2016 |
MFS Charter Income Trust MFS CHARTER INCOME TRUST N-Q (Quarterly Schedule of Portfolio Holdings) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-05822 MFS CHARTER INCOME TRUST (Exact name of registrant as specified in charter) 111 Huntington Avenue, Boston, Massachusetts 02199 (Address of principal executive offices) (Zip code) Kristin |
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| April 28, 2016 |
EX-99.CERT 2 d126066dex99cert.htm CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumsta |
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| April 26, 2016 |
111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-4340 / Fax 617-954-7723 111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-4340 / Fax 617-954-7723 April 26, 2016 VIA EDGAR (as Correspondence) United States Securities and Exchange Commission 100 F Street, N. |
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| February 16, 2016 |
MCR / MFS Charter Income Trust / Relative Value Partners Group, LLC Passive Investment SC 13G 1 rvp13gFeb2016mcr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G (Rule 13d-102) Information Statement Pursuant to Rules 13d-1 and 13d-2 Under the Securities Exchange Act of 1934 (Amendment No. ) * MFS CHARTER INCOME TRUST (Name of Issuer) SHARES OF BENEFICIAL INTEREST (Title of Class of Securities) 552727109 (CUSIP Number) (Holdings as of December |
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| February 11, 2016 |
MCR / MFS Charter Income Trust / MORGAN STANLEY - MSSB AMENDMENT Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.9)* MFS CHARTER INCOME TRUST - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2015 - (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh |
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| October 29, 2015 |
EX-99.CERT 2 d36433dex99cert.htm CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstan |
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| October 29, 2015 |
MFS Charter Income Trust MFS CHARTER INCOME TRUST N-Q (Quarterly Schedule of Portfolio Holdings) MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| August 21, 2015 |
MFS Multimarket Income Trust MFS MULTI CLOSED END FUND DEF 14A MFS MULTI CLOSED END FUND DEF 14A UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| April 28, 2015 |
CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements w |
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| April 28, 2015 |
MFS Charter Income Trust MFS CHARTER INCOME TRUST N-Q (Quarterly Schedule of Portfolio Holdings) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-05822 MFS CHARTER INCOME TRUST (Exact name of registrant as specified in charter) 111 Huntington Avenue, Boston, Massachusetts 02199 (Address of principal executive offices) (Zip code) Susan S. |
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| February 17, 2015 |
MCR / MFS Charter Income Trust / MORGAN STANLEY - ST MSSB AMENDMENT Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.8)* MFS CHARTER INCOME TRUST - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2014 - (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh |
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| February 13, 2015 |
MCR / MFS Charter Income Trust / Relative Value Partners, LLC Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G (Rule 13d-102) Information Statement Pursuant to Rules 13d-1 and 13d-2 Under the Securities Exchange Act of 1934 (Amendment No. ) * MFS CHARTER INCOME TRUST (Name of Issuer) SHARES OF BENEFICIAL INTEREST (Title of Class of Securities) 552727109 (CUSIP Number) (Holdings as of December 31, 2014) Check the appropriat |
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| October 28, 2014 |
Mfs Charter Income Trust - MFS CHARTER INCOME TRUST N-Q MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| October 28, 2014 |
EX-99.CERT 2 d779137dex99cert.htm CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumsta |
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| August 22, 2014 |
CXH / MFS Investment Grade Municipal Trust DEF 14A - - MFS MULTI CLOSED END FUND DEF 14A UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant x Filed by a Party Other Than the Registrant ¨ Check the Appropriate Box: ¨ Preliminary Proxy Statement ¨ Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) x Definitive Proxy Statem |
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| April 28, 2014 |
CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements w |
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| April 28, 2014 |
Quarterly Schedule of Portfolio Holdings - MFS CHARTER INCOME TRUST N-Q N-Q 1 d680642dnq.htm MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-05822 MFS CHARTER INCOME TRUST (Exact name of registrant as specified in charter) 111 Huntington Avenue, Boston, Massachusetts 02199 (Address o |
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| February 13, 2014 |
EX-99.1 2 ex993.txt JOINT FILING AGREEMENT Exhibit 99.1 EXHIBIT 99.1 - JOINT FILING AGREEMENT The undersigned hereby agree that they are filing this statement jointly pursuant to Rule 13d-1(k)(1). Each of them is responsible for the timely filing of such Schedule 13G and any amendments thereto, and for the completeness and accuracy of the information concerning such person contained therein; but n |
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| February 13, 2014 |
MCR / MFS Charter Income Trust / FIRST TRUST PORTFOLIOS LP - AMENDED SCHEDULE 13G Passive Investment UNITED STATES* SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* MFS Charter Income Trust - (Name of Issuer) Common - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2013 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which |
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| February 10, 2014 |
MCR / MFS Charter Income Trust / MORGAN STANLEY - ST MSSB AMENDMENT Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.7)* MFS CHARTER INCOME TRUST - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2013 - (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh |
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| January 21, 2014 |
111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-4340 / Fax 617-954-7723 January 21, 2014 VIA EDGAR (as Correspondence) United States Securities and Exchange Commission 100 F Street, N. |
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| October 30, 2013 |
Quarterly Schedule of Portfolio Holdings - MFS CHARTER INCOME TRUST N-Q MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| October 30, 2013 |
EX-99.CERT 2 d591444dex99cert.htm CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumsta |
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| August 22, 2013 |
- MFS MULTI CLOSED END FUND DEF 14A MFS MULTI CLOSED END FUND DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| April 25, 2013 |
Quarterly Schedule of Portfolio Holdings - MFS CHARTER INCOME TRUST N-Q N-Q 1 d493845dnq.htm MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-05822 MFS CHARTER INCOME TRUST (Exact name of registrant as specified in charter) 111 Huntington Avenue, Boston, Massachusetts 02199 (Address o |
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| April 25, 2013 |
CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements w |
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| February 14, 2013 |
MCR / MFS Charter Income Trust / MORGAN STANLEY - ST MSSB AMENDMENT Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.6)* MFS CHARTER INCOME TRUST - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2012 - (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh |
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| January 9, 2013 |
Exhibit 99.1 EXHIBIT 99.1 - JOINT FILING AGREEMENT The undersigned hereby agree that they are filing this statement jointly pursuant to Rule 13d-1(k)(1). Each of them is responsible for the timely filing of such Schedule 13G and any amendments thereto, and for the completeness and accuracy of the information concerning such person contained therein; but none of them is responsible for the complete |
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| January 9, 2013 |
MCR / MFS Charter Income Trust / FIRST TRUST PORTFOLIOS LP - SCHEDULE 13G Passive Investment UNITED STATES* SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* MFS Charter Income Trust - (Name of Issuer) Common - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2012 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which t |
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| November 8, 2012 |
MCR / MFS Charter Income Trust / MORGAN STANLEY - ST MSSB AMENDMENT Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.5)* MFS CHARTER INCOME TRUST - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) October 31, 2012 - (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to whi |
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| October 25, 2012 |
EX-99.CERT 2 d403322dex99cert.htm CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumsta |
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| October 25, 2012 |
Quarterly Schedule of Portfolio Holdings - MFS CHARTER INCOME TRUST N-Q MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| September 20, 2012 |
- MFS MULTI CLOSED END FUND DEF 14A MFS MULTI CLOSED END FUND DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| April 25, 2012 |
CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements w |
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| April 25, 2012 |
Quarterly Schedule of Portfolio Holdings - MFS CHARTER INCOME TRUST N-Q MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| February 10, 2012 |
MCR / MFS Charter Income Trust / MORGAN STANLEY - ST MSSB AMENDMENT Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.4)* MFS CHARTER INCOME TRUST - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2011 - (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh |
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| January 20, 2012 |
MCR / MFS Charter Income Trust / FIRST TRUST PORTFOLIOS LP - AMENDED SCHEDULE 13G Passive Investment UNITED STATES* SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* MFS Charter Income Trust - (Name of Issuer) Common - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2011 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which |
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| January 20, 2012 |
Exhibit 99.1 EXHIBIT 99.1 - JOINT FILING AGREEMENT The undersigned hereby agree that they are filing this statement jointly pursuant to Rule 13d-1(k)(1). Each of them is responsible for the timely filing of such Schedule 13G and any amendments thereto, and for the completeness and accuracy of the information concerning such person contained therein; but none of them is responsible for the complete |
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| January 10, 2012 |
MCR / MFS Charter Income Trust / WELLS FARGO & COMPANY/MN Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4) MFS CHARTER INCOME TR (Name of Issuer) SH BEN INT (Title of Class of Securities) 552727109 (CUSIP Number) December 31, 2011 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Sche |
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| October 25, 2011 |
CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, John M. Corcoran, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements wer |
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| October 25, 2011 |
MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| August 24, 2011 |
UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant x Filed by a Party Other Than the Registrant ¨ Check the Appropriate Box: ¨ Preliminary Proxy Statement ¨ Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) x Definitive Proxy Statem |
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| April 21, 2011 |
CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, John M. Corcoran, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements wer |
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| April 21, 2011 |
MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| March 11, 2011 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3) MFS CHARTER INCOME TR (Name of Issuer) SH BEN INT (Title of Class of Securities) 552727109 (CUSIP Number) December 31, 2010 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Sche |
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| February 14, 2011 |
- OMB APPROVAL - OMB Number: 3235-0145 Expires: February 28, 2009 Estimated average burden hours per response. |
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| February 1, 2011 |
UNITED STATES* SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* MFS Charter Income Trust - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2010 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to |
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| February 1, 2011 |
Exhibit 99.1 EXHIBIT 99.1 - JOINT FILING AGREEMENT The undersigned hereby agree that they are filing this statement jointly pursuant to Rule 13d-1(k)(1). Each of them is responsible for the timely filing of such Schedule 13G and any amendments thereto, and for the completeness and accuracy of the information concerning such person contained therein; but none of them is responsible for the complete |
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| January 20, 2011 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2) MFS CHARTER INCOME TR (Name of Issuer) SH BEN INT (Title of Class of Securities) 552727109 (CUSIP Number) December 31, 2010 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Sche |
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| October 28, 2010 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5822 MFS CHARTER INCOME TRUST (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 (Address of principal executive offices) (Zip code) Susan S. Ne |
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| October 28, 2010 |
CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, John M. Corcoran, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements wer |
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| August 25, 2010 |
UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant x Filed by a Party Other Than the Registrant ¨ Check the Appropriate Box: ¨ Preliminary Proxy Statement ¨ Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) x Definitive Proxy Statem |
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| April 27, 2010 |
EX-99.CERT 2 dex99cert.htm CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, John M. Corcoran, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances unde |
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| April 27, 2010 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5822 MFS CHARTER INCOME TRUST (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 (Address of principal executive offices) (Zip code) Susan S. Ne |
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| February 12, 2010 |
- OMB APPROVAL - OMB Number: 3235-0145 Expires: February 28, 2009 Estimated average burden hours per response. |
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| February 3, 2010 |
United States* Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No. )* MFS Charter Income Trust - (Name of Issuer) Common Stock - (Title of Class of Securities) 552727109 - (CUSIP Number) December 31, 2009 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w |
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| January 25, 2010 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1) MFS CHARTER INCOME TR (Name of Issuer) SH BEN INT (Title of Class of Securities) 552727109 (CUSIP Number) December 31, 2009 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Sche |
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| January 7, 2010 |
MASTER AMENDED AND RESTATED BY-LAWS OF THE TRUSTS IDENTIFIED ON APPENDIX A HERETO [CLOSED-END FUNDS] December 18, 2007, as revised: December 16, 2008 (Article III; Section 5) AMENDED AND RESTATED BY-LAWS OF THE TRUSTS IDENTIFIED ON APPENDIX A HERETO ARTICLE I DEFINITIONS The terms "Commission", "Declaration", "Distributor", "Interested Person", "Investment Adviser", "Majority Shareholder Vote", "1940 Act", "Shareholder", "Shares", "Transfer Agent", "Trust", "Trust Property" and "Trustees" have the respective meanings given them in the Amended and Restated Declaration of Trust of the Trusts identified on Appendix A hereto. |
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| October 23, 2009 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5822 MFS CHARTER INCOME TRUST (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 (Address of principal executive offices) (Zip code) Susan S. Ne |
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| October 23, 2009 |
CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, John M. Corcoran, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements wer |
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| October 13, 2009 |
- OMB APPROVAL - OMB Number: 3235-0145 Expires: February 28, 2009 Estimated average burden hours per response. |
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| October 9, 2009 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 2) MFS Charter Income Trust (MCR) (Name of Issuer) Common Stock (Title of Class of Securities) 552727109 (CUSIP Number) September 30, 2009 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w |
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| August 26, 2009 |
UNITED STATE SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant x Filed by a Party Other Than the Registrant ¨ Check the Appropriate Box: ¨ Preliminary Proxy Statement ¨ Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) x Definitive Proxy Stateme |
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| July 29, 2009 |
MASTER AMENDED AND RESTATED BY-LAWS OF THE TRUSTS IDENTIFIED ON APPENDIX A HERETO [CLOSED-END FUNDS] December 18, 2007, as revised: December 16, 2008 (Article III; Section 5) AMENDED AND RESTATED BY-LAWS OF THE TRUSTS IDENTIFIED ON APPENDIX A HERETO ARTICLE I DEFINITIONS The terms "Commission", "Declaration", "Distributor", "Interested Person", "Investment Adviser", "Majority Shareholder Vote", "1940 Act", "Shareholder", "Shares", "Transfer Agent", "Trust", "Trust Property" and "Trustees" have the respective meanings given them in the Amended and Restated Declaration of Trust of the Trusts identified on Appendix A hereto. |
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| April 24, 2009 |
CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, John M. Corcoran, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements wer |
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| April 24, 2009 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5822 MFS CHARTER INCOME TRUST (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 (Address of principal executive offices) (Zip code) Susan S. Ne |
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| February 17, 2009 |
- OMB APPROVAL - OMB Number: 3235-0145 Expires: February 28, 2009 Estimated average burden hours per response. |
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| February 6, 2009 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1) MFS Charter Income Trust (MCR) (Name of Issuer) Common Stock (Title of Class of Securities) 552727109 (CUSIP Number) December 31, 2008 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh |
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| January 22, 2009 |
OMB APPROVAL OMB Number: 3235-0145 Expires: February 28, 2009 Estimated average burden hours per response. |
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| October 29, 2008 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5822 MFS CHARTER INCOME TRUST (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 (Address of principal executive offices) (Zip code) Susan S. Ne |
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| October 29, 2008 |
CERTIFICATIONS EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, Maria F. Dwyer, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were |
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| August 21, 2008 |
SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 FILED BY THE REGISTRANT [X] FILED BY A PARTY OTHER THAN THE REGISTRANT [ ] - - CHECK THE APPROPRIATE BOX: [ ] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [X] Definitive Proxy Statement [ ] Definitive Additional Materials [ ] Soliciting Material Pursuant to sec. |
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| July 29, 2008 |
MASTER AMENDED AND RESTATED BY-LAWS OF THE TRUSTS IDENTIFIED ON APPENDIX A HERETO [CLOSED-END FUNDS] December 18, 2007 AMENDED AND RESTATED BY-LAWS OF THE TRUSTS IDENTIFIED ON APPENDIX A HERETO ARTICLE I DEFINITIONS The terms Commission, Declaration, Distributor, Interested Person, Investment Adviser, Majority Shareholder Vote, 1940 Act, Shareholder, Shares, Transfer Agent, Trust, Trust Property and Trustees have the respective meanings given them in the Amended and Restated Declaration of Trust of the Trusts identified on Appendix A hereto. |
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| July 29, 2008 |
N-SAR EXHIBIT AND COMPLETION MEMO FOR MFS CHARTER INCOME TRUST SUB-ITEM 77D The Board of Trustees of MFS Charter Income Trust ("MCR") has approved changes to the investment objective and policies of the fund. |
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| April 25, 2008 |
Certification EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, Maria F. Dwyer, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were m |
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| April 25, 2008 |
MFS Charter Income Trust UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| February 14, 2008 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 MFS Charter Income Trust (MCR) (Name of Issuer) Common Stock (Title of Class of Securities) 552727109 (CUSIP Number) December 31, 2007 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is |
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| December 28, 2007 |
MFS Fund Distributors, Inc. 500 Boylston St., Boston, MA 02109 Press Release Exhibit 99.1 MFS Charter Income Trust Announces Revisions to Investment Objective and Strategies BOSTON (December 21, 2007) – The Board of Trustees of MFS Charter Income Trust (NYSE: MCR) has approved changes to the investment objective and policies of the fund. Effective December 21, 2007, MCR’s current investment objective of seeking to “maximize current income” will be revised to |
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| December 28, 2007 |
Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 21, 2007 MFS Charter Income Trust (Exact Name of Registrant as Specified in Charter) Massachusetts 811-5822 04-3055815 (State or Other Jurisdiction of Incorporation) |
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| October 25, 2007 |
EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, Tracy Atkinson, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misle |
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| October 25, 2007 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5822 - - MFS CHARTER INCOME TRUST - - (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 - - (Address of principal executive offices) (Zip code) |
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| August 17, 2007 |
DEF 14A 1 d671651.txt MFS-MIN-MCR-MFM-MMT-MFV SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 FILED BY THE REGISTRANT [X] FILED BY A PARTY OTHER THAN THE REGISTRANT [ ] - CHECK THE APPROPRIATE BOX: [ ] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [X] Definitive Proxy Statemen |
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| July 27, 2007 |
SUB-ITEM 77Q1(a) - Appendix A, dated February 27, 2007, to the Master Amended and Restated By-Laws for MFS Charter Income Trust, dated January 1, 2002 as revised June 23, 2004, is contained in the Registration Statement for MFS Series Trust XIV (File No. |
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| July 27, 2007 |
SUB-ITEM 77Q2 Based solely on a review of the copies of Forms 3, 4 and 5 and amendments thereto furnished to MFS Charter Income Trust (the Trust) with respect to its most recent fiscal year for Trustees, directors and certain officers of the Trust and MFS and greater than ten percent beneficial owners, the Trust believes all Section 16(a) filing requirements were made on a timely basis, except for the following filing- David P. |
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| April 26, 2007 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5822 - - MFS CHARTER INCOME TRUST - - (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 - - (Address of principal executive offices) (Zip code) |
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| April 26, 2007 |
EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, Tracy Atkinson, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misle |
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| February 7, 2007 |
EXHIBIT 1 - AGREEMENT AS TO JOINT FILING OF SCHEDULE 13G - Each of the undersigned hereby affirms that it is individually eligible to use Schedule 13G, and agrees that this Schedule 13G is filed on its behalf. |
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| February 7, 2007 |
\ UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 1)* MFS Charter Income Trust - - (Name of Issuer) Shares of Beneficial Interest - - (Title of Class of Securities) 552727-10-9 - (CUSIP Number) December 31, 2006 - - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to desig |
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| October 26, 2006 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5822 - - MFS CHARTER INCOME TRUST - - (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 - - (Address of principal executive offices) (Zip code) |
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| October 26, 2006 |
EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, Tracy Atkinson, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misle |
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| August 18, 2006 |
SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 FILED BY THE REGISTRANT [X] FILED BY A PARTY OTHER THAN THE REGISTRANT [ ] - - CHECK THE APPROPRIATE BOX: [ ] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [X] Definitive Proxy Statement [ ] Definitive Additional Materials [ ] Soliciting Material Pursuant to sec. |
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| July 28, 2006 |
SUB - ITEM 77Q1(a) The Appendix A, dated February 21, 2006, to the Master Amended and Restated By-Laws for MFS Charter Income Trust, dated January 1, 2002 as revised June 23, 2004, is contained in Post-Effective Amendment No. |
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| April 28, 2006 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5822 MFS CHARTER INCOME TRUST (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 (Address of principal executive offices) (Zip code) Susan S. Ne |
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| April 28, 2006 |
EX-99.CERT 2 ex99cert-d64544.htm CERTIFICATION EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, Tracy Atkinson, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances u |
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| February 9, 2006 |
\ UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO.)* MFS Charter Income Trust - - (Name of Issuer) Shares of Beneficial Interest - - (Title of Class of Securities) 552727-10-9 - (CUSIP Number) December 31, 2005 - - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designa |
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| February 9, 2006 |
EXHIBIT 1 - AGREEMENT AS TO JOINT FILING OF SCHEDULE 13G - Each of the undersigned hereby affirms that it is individually eligible to use Schedule 13G, and agrees that this Schedule 13G is filed on its behalf. |
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| October 31, 2005 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5822 - - MFS CHARTER INCOME TRUST - - (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 - - (Address of principal executive offices) (Zip code) |
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| October 31, 2005 |
EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, Tracy Atkinson, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misle |
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| July 29, 2005 |
-iii- SUB - ITEM 77Q1(a) The Amended and Restated By-Laws for MFS Charter Income Trust, dated January 1, 2002, as revised December 16, 2004, are contained in Post-Effective Amendment No. |
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| May 10, 2005 |
EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, Richard M. Hisey, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not mis |
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| May 10, 2005 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q AMENDMENT TO FORM N-Q FILED ON APRIL 29, 2005 QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5822 - - MFS CHARTER INCOME TRUST - - (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 - - (Addr |
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| April 29, 2005 |
EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, Richard M. Hisey, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not mis |
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| April 29, 2005 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5822 - - MFS CHARTER INCOME TRUST - - (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 - - (Address of principal executive offices) (Zip code) |
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| February 4, 2005 |
DEFA14A 1 d620251-a.txt MFS-MIN-MCR-MGF-MFM-MMT-MFV SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 FILED BY THE REGISTRANT [X] FILED BY A PARTY OTHER THAN THE REGISTRANT [ ] - CHECK THE APPROPRIATE BOX: [ ] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [ ] Definitive Proxy St |
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| February 4, 2005 |
SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 FILED BY THE REGISTRANT [X] FILED BY A PARTY OTHER THAN THE REGISTRANT [ ] - - CHECK THE APPROPRIATE BOX: [ ] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [X] Definitive Proxy Statement [ ] Definitive Additional Materials [ ] Soliciting Material Pursuant to sec. |
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| November 5, 2004 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5822 - - MFS CHARTER INCOME TRUST - - (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 - - (Address of principal executive offices) (Zip code) |
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| November 5, 2004 |
EX-99.CERT MFS CHARTER INCOME TRUST CERTIFICATION I, Richard M. Hisey, certify that: 1. I have reviewed this report on Form N-Q of MFS Charter Income Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not mis |
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| August 12, 2004 |
SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 FILED BY THE REGISTRANT [X] FILED BY A PARTY OTHER THAN THE REGISTRANT [ ] - - CHECK THE APPROPRIATE BOX: [ ] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [X] Definitive Proxy Statement [ ] Definitive Additional Materials [ ] Soliciting Material Pursuant to sec. |
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| July 27, 2004 |
SUB-ITEM 77Q1(a)(1) The Amended and Restated By-Laws for the MFS Charter Income Trust dated January 1, 2002, as revised January 15, 2004, are contained in Post-Effective Amendment No. |
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| July 7, 2004 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending June 30, 2004, : Date Identification of Security Shares Repurchased Repurchase Price NAV Broker No repurchases Total S |
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| June 3, 2004 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending May 31, 2004: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 5/10/04 Shares of benefic |
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| May 10, 2004 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending April 30, 2004: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 4/08/04 Shares of benef |
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| April 8, 2004 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending March 31, 2004, : Date Identification of Security Shares Repurchased Repurchase Price NAV Broker No repurchases Total |
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| March 9, 2004 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending February 27, 2004, : Date Identification of Security Shares Repurchased Repurchase Price NAV Broker No repurchases Tot |
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| February 10, 2004 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending January 31, 2004, : Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 1/7/04 Shares of be |
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| January 9, 2004 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending December 31, 2003: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 12/5/03 Shares of be |
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| December 5, 2003 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending November 30, 2003: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 11/11/03 Shares of b |
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| November 4, 2003 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending October 31, 2003: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 10/7/03 Shares of ben |
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| October 6, 2003 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending September 30, 2003: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 9/5/03 Shares of be |
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| September 9, 2003 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending August 31, 2003: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 8/7/03 Shares of benef |
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| August 18, 2003 |
SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 FILED BY THE REGISTRANT [X] FILED BY A PARTY OTHER THAN THE REGISTRANT [ ] - - CHECK THE APPROPRIATE BOX: [ ] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [X] Definitive Proxy Statement [ ] Definitive Additional Materials [ ] Soliciting Material Pursuant to sec. |
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| August 8, 2003 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending July 31, 2003: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 7/16/03 Shares of benefi |
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| July 10, 2003 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending June 30, 2003: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 6/16/03 Shares of benefi |
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| June 4, 2003 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending May 31, 2003: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 5/8/03 Shares of benefici |
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| May 9, 2003 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending April 30, 2003: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker No repurchases Total Sh |
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| April 9, 2003 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending March 31, 2003: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 3/24/03 Shares of benef |
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| March 6, 2003 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending February 28, 2003: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker No repurchases Total |
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| February 6, 2003 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending January 31, 2003: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 1/9/03 Shares of bene |
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| January 10, 2003 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending December 31, 2002: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 12/10/02 Shares of b |
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| December 10, 2002 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending November 30, 2002: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 11/22/02 Shares of b |
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| November 5, 2002 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending October 31, 2002: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker No repurchases Total |
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| October 9, 2002 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending September 30, 2002: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker No repurchases Tota |
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| September 6, 2002 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending August 31, 2002: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker No repurchases Total S |
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| August 15, 2002 |
DEF 14A 1 d580111.txt MFS CHARTER INCOME TRUST SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 FILED BY THE REGISTRANT [X] FILED BY A PARTY OTHER THAN THE REGISTRANT [ ] - CHECK THE APPROPRIATE BOX: [ ] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [X] Definitive Proxy Stateme |
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| August 12, 2002 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending July 31, 2002: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker No repurchases Total Sha |
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| July 26, 2002 |
EXHIBIT 77Q1 (a) A copy of the Amendment to the By-Laws dated January 1, 2002 are incorporated by reference to MFS Series Trust V (File Nos. 2-38613 and 811-2031) Post-Effective Amendment No. 51 filed with the SEC via EDGAR on January 28, 2002 |
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| July 26, 2002 |
- 7 - 77Q1(c) INVESTMENT ADVISORY AGREEMENT INVESTMENT ADVISORY AGREEMENT, dated this 1st day of January, 2002, by and between MFS Charter Income Trust, a Massachusetts business trust (the "Trust"), and MASSACHUSETTS FINANCIAL SERVICES COMPANY, a Delaware corporation (the "Adviser"). |
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| July 26, 2002 |
77Q1(b) AMENDED AND RESTATED DECLARATION OF TRUST OF MFS CHARTER INCOME TRUST Dated as of January 1, 2002 -26- TABLE OF CONTENTS PAGE ARTICLE I-Name and Definitions 1 - Section 1. |
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| July 9, 2002 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending June 30, 2002: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker No repurchases Total Sha |
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| June 5, 2002 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending May 31, 2002: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker No repurchases Total Shar |
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| May 9, 2002 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending April 30, 2002: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker No repurchases Total Sh |
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| April 4, 2002 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending March 31, 2002: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 3/27/02 Shares of benef |
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| March 5, 2002 |
N-23C-1 1 mcr2-02.htm REPORT OF SHARES REPURCHASED, FEBRUARY 2002 To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending February 28, 2002: Date Identification of Security S |
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| February 6, 2002 |
To: Securities and Exchange Commission, Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N23C-1 during the last calendar month. MFS Charter Income Trust - MCR Report of the calendar month ending January 31, 2002: Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 1/14/02 Shares of ben |
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| January 9, 2002 |
REPORT OF SHARES REPURCHASED, DECEMBER 2001 To: Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending December 31, 2001: MFS Charter Income Trust Date Identification Shares Repurchase of Security Repurchased Price NAV Broker 12/10/01 Shares of bene |
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| December 10, 2001 |
REPORT OF SHARES REPURCHASED, NOVEMBER 2001 To: Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending November 30, 2001: MFS Charter Income Trust Date Identification Shares Repurchase of Security Repurchased Price NAV Broker 11/26/2001 Shares of be |
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| November 30, 2001 |
[GRAPHIC OMITTED] MFS(R) Capital Opportunities Fund MFS(R) Municipal Bond Fund MFS(R) High Income Fund MFS(R) Municipal High Income Fund MFS(R) High Yield Opportunities Fund MFS(R) Research Fund MFS(R) Mid Cap Growth fund MFS(R) Total Return Fund MFS(R) Money Market Fund November 27, 2001 Dear Shareholder: I would like to begin by apologizing for the attention you have been receiving regarding the funds' shareholder meetings. |
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| November 30, 2001 |
ADDITIONAL PROXY SOLICITATION MATERIALS [GRAPHIC OMITTED] Voting Extended Adjournment of shareholder meetings to Wednesday, December 5, 2001 MFS(R) Charter Income Trust MFS(R) Intermediate Income Trust MFS(R) Government Markets Income Trust MFS(R) Special Value Trust At the recent shareholder meetings for the funds named above, all the proposals were approved except one. |
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| November 16, 2001 |
ADDITIONAL PROXY SOLICITATION MATERIALS [GRAPHIC OMITTED] Voting Extended Adjournment of shareholder meetings to Wednesday, December 5, 2001 MFS(R) Charter Income Trust MFS(R) Intermediate Income Trust MFS(R) Government Markets Income Trust MFS(R) Special Value Trust At the recent shareholder meetings for the funds named above, all the proposals were approved except one. |
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| November 9, 2001 |
REPORT OF SHARES REPURCHASED, OCTOBER 2001 /Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending October 31, 2001 MFS Charter Income Trust Date Identification of Security Shares Repurchased Repurchase Price NAV Broker Total Shares Repurchased: 0 |
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| October 9, 2001 |
Message from the Chairman Proxy voting underway; employees asked to do their part October 2, 2001 As many of you know, the MFS funds recently mailed proxies to more than 4. |
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| October 4, 2001 |
REPORT OF SHARES REPURCHASED, SEPTEMBER 2001 /Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending September 30, 2001 MFS Charter Income Trust Date Identification of Security Shares Repurchased Repurchase Price NAV Broker Total Shares Repurchased: |
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| September 20, 2001 |
ADDITIONAL PROXY SOLICITATION MATERIALS On the way 2001 shareholder proxies mailed September 7, 2001 MFS funds began mailing proxies to more than 4. |
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| September 13, 2001 |
SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 FILED BY THE REGISTRANT [X] FILED BY A PARTY OTHER THAN THE REGISTRANT [ ] - - CHECK THE APPROPRIATE BOX: [ ] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [X] Definitive Proxy Statement [ ] Definitive Additional Materials [ ] Soliciting Material Pursuant to sec. |
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| September 6, 2001 |
REPORT OF SHARES REPURCHASED, AUGUST 2001 /Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending August 31, 2001 MFS Charter Income Trust Date Identification of Security Shares Repurchased Repurchase Price NAV Broker Total Shares Repurchased: 0 R |
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| August 24, 2001 |
REPORT OF SHARES REPURCHASED, JULY 2001 /Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending July 31, 2001 MFS Charter Income Trust Date Identification of Security Shares Repurchased Repurchase Price NAV Broker Total Shares Repurchased: 0 Rem |
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| August 9, 2001 |
SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 FILED BY THE REGISTRANT [X] FILED BY A PARTY OTHER THAN THE REGISTRANT [ ] - - CHECK THE APPROPRIATE BOX: [X] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [ ] Definitive Proxy Statement [ ] Definitive Additional Materials [ ] Soliciting Material Pursuant to sec. |
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| July 26, 2001 |
PAGE 1 000 A000000 05/31/2001 000 C000000 0000851170 000 D000000 N 000 E000000 NF 000 F000000 Y 000 G000000 N 000 H000000 N 000 I000000 6. |
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| July 9, 2001 |
REPORT OF SHARES REPURCHASED, JUNE 2001 /Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending June 30, 2001 MFS Charter Income Trust Date Identification of Security Shares Repurchased Repurchase Price NAV Broker Total Shares Repurchased: 0 Rem |
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| June 8, 2001 |
REPORT OF SHARES REPURCHASED, MAY 2001 /Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending May 31, 2001 MFS Charter Income Trust Date Identification of Security Shares Repurchased Repurchase Price NAV Broker Total Shares Repurchased: 0 Rema |
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| May 7, 2001 |
REPORT OF SHARES REPURCHASED, APRIL 2001 /Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending April 20, 2001 MFS Charter Income Trust Date Identification of Security Shares Repurchased Repurchase Price NAV Broker Total Shares Repurchased: 0 Re |
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| April 2, 2001 |
REPORT OF SHARES REPURCHASED, MARCH 2001 /Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending March 31, 2001 MFS Charter Income Trust Date Identification of Security Shares Repurchased Repurchase Price NAV Broker Total Shares Repurchased: 0 Re |
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| March 2, 2001 |
REPORT OF SHARES REPURCHASED, FEBRUARY 2001 /Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending February 28, 2001 MFS Charter Income Trust Date Identification of Security Shares Repurchased Repurchase Price NAV Broker Total Shares Repurchased: 0 |
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| February 5, 2001 |
REPORT OF SHARES REPURCHASED, JANUARY 2001 /Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending January 31, 2001 MFS Charter Income Trust Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 1/17/01 Shares of Beneficial |
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| January 3, 2001 |
REPORT OF SHARES REPURCHASED, DECEMBER 2000 /Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending December 31, 2000 MFS Charter Income Trust Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 12/11 Shares of Beneficial |
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| December 5, 2000 |
REPORT OF SHARES REPURCHASED, NOVEMBER 2000 /Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending November 30, 2000 MFS Charter Income Trust Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 11/9 Shares of Beneficial I |
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| November 6, 2000 |
REPORT OF SHARES REPURCHASED, OCTOBER 2000 /Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending October 31, 2000 MFS Charter Income Trust Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 10/9 Shares of Beneficial In |
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| October 4, 2000 |
REPORT OF SHARES REPURCHASED, SEPTEMBER 2000 /Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending September 30, 2000 MFS Charter Income Trust Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 9/12 Shares of Beneficial |
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| September 8, 2000 |
REPORT OF SHARES REPURCHASED, AUGUST 2000 /Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending , August 31, 2000 MFS Charter Income Trust Date Identification of Security Shares Repurchased Repurchase Price NAV Broker 8/16 Shares of Beneficial I |
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| September 1, 2000 |
SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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| August 8, 2000 |
SUMMARY OF SHARE REPURCHASES, JULY 2000 /Securities and Exchange Commission/Securities and Exchange Commission Washington, D. |
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| July 26, 2000 |
6 0000851170 MFS CHARTER INCOME TRUST 1 6-MOS NOV-30-2000 DEC-01-1999 MAY-31-2000 619825489 577535829 13616048 9172 936664 592097713 0 0 5219520 5219520 0 662727806 61913839 65145239 0 (4964119) 0 (29063726) (41821768) 586878193 64680 25292141 0 (2772588) 22584233 (7177490) (10957925) 4448818 0 (23913045) 0 0 0 (3231400) 0 (45715987) 0 0 (3635307) (21886236) 2095538 0 2810876 608876967 9. |
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| July 26, 2000 |
PAGE 1 000 A000000 05/31/2000 000 C000000 0000851170 000 D000000 N 000 E000000 NF 000 F000000 Y 000 G000000 N 000 H000000 N 000 I000000 6. |
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| July 10, 2000 |
/Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending , June 30, 2000 MFS Charter Income Trust Date Identification Shares Repurchase NAV Broker of Security Repurchased Price 6/7/00 Shares of 50,000 8.25 |
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| June 12, 2000 |
/Securities and Exchange Commission Washington, D.C. Statement of registered closed-end investment company with respect to purchases of its own securities pursuant to Rule N-23(c)-1 during the last calendar month. Report for the calendar month ending, May 31, 2000 MFS Charter Income Trust Date Identification Shares Repurchase NAV Broker of Security Repurchased Price 5/19/00 Shares of 3,200 7.875 9 |