Compare · MCR vs PDO
MCR vs PDO
Side-by-side comparison of MFS Charter Income Trust (MCR) and PIMCO Dynamic Income Opportunities Fund (PDO): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both MCR and PDO operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
- PDO is the larger of the two at $1.94B, about 7.3x MCR ($265.4M).
- Over the past year, MCR is down 2.9% and PDO is down 1.9% - PDO leads by 1.0 points.
- MCR has been more active in the news (5 items in the past 4 weeks vs 1 for PDO).
- Company
- MFS Charter Income Trust
- PIMCO Dynamic Income Opportunities Fund
- Price
- $6.03-0.17%
- $13.26-0.23%
- Market cap
- $265.4M
- $1.94B
- 1M return
- +0.84%
- +0.11%
- 1Y return
- -2.90%
- -1.85%
- Industry
- Trusts Except Educational Religious and Charitable
- Trusts Except Educational Religious and Charitable
- Exchange
- NYSE
- NYSE
- IPO
- 1989
- 2021
- News (4w)
- 5
- 1
- Recent ratings
- 0
- 0
MFS Charter Income Trust
MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the fixed income markets across the globe. It invests primarily in corporate bonds of U.S. or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed, and other asset-backed securities of U.S. or foreign issuers, or debt instruments of issuers located in emerging market countries. The fund employs a combination of fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. It seeks to benchmarks the performance of its portfolio against a combination of the Barclays U.S. High-Yield Corporate Bond 2% Issuer Capped Index, MFS Charter Income Trust Blended Index, Barclays U.S. Credit Bond Index, Barclays U.S. Government/Mortgage Bond Index, Citigroup World Government Bond Non-Dollar Hedged Index, and JPMorgan Emerging Markets Bond Index Global. MFS Charter Income Trust was formed on July 20, 1989 and is domiciled in the United States.
Latest MCR
- MFS Charter Income Trust Announces Adjournment of Special Shareholder Meeting
- MFS Announces Closed-End Fund Distributions
- MFS Releases Closed-End Fund Income Distribution Sources for Certain Funds
- SEC Form 425 filed by MFS Charter Income Trust
- MFS Taxable Closed-End Funds Announce Adjournment of Special Shareholder Meetings
- SEC Form 425 filed by MFS Charter Income Trust
- MFS Taxable Closed-End Funds Announce Adjournment of Special Shareholder Meetings
- MFS Announces Closed-End Fund Distributions
- MFS Releases Closed-End Fund Income Distribution Sources for Certain Funds
- MFS Taxable Closed-End Funds Announce Adjournment of Special Shareholder Meetings
Latest PDO
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions
- PIMCO Closed-end Funds Declare Monthly Common Share Distributions
- SEC Form N-CSRS filed by PIMCO Dynamic Income Opportunities Fund
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions
- SEC Form 3 filed by new insider Chang Stephen Koon Bong
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions
- SEC Form 3 filed by new insider Mittal Mohit
- SEC Form 3 filed by new insider Mandinach Jason William
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions
- SEC Form 424B5 filed by PIMCO Dynamic Income Opportunities Fund