MCR (MFS Charterome Trust) Mohanram G-Score: 3 (As of Nov. 2025) — Near Median


MCR MFS Charter Income Trust MCR
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What is MFS Charterome Trust Mohanram G-Score?

MFS Charterome Trust MCR -0.67% 8 Mohanram G-Score is 3 as of Nov. 2025, which is at its 10-year median of 3.00. GuruFocus rates MCR with a GF Score™ of 8/100. The stock has 7 warning signs investors should review.

Mohanram G-Score is a financial indicator developed by professor Partha Mohanram to help investors find the best investment opportunities in the growth stocks. Companies have higher G-score tends to generate higher return. According to his study, the best growth stocks that have a G-Score greater than 6 tend to beat the market, while those with a G-Score lower than 1 tend to have negative absolute returns.

Thus, the zones of discrimination were as such:

Good or high score = 6, 7, 8
Bad or low score = 0, 1

MFS Charterome Trust has an G-score of 3.

The historical rank and industry rank for MFS Charterome Trust's Mohanram G-Score or its related term are showing as below:

MCR' s Mohanram G-Score Range Over the Past 10 Years
Min: 2   Med: 3   Max: 3
Current: 3

During the past 9 years, the highest Piotroski G-score of MFS Charterome Trust was 3. The lowest was 2. And the median was 3.

MFS Charterome Trust  (NYSE:MCR) Mohanram G-Score Explanation

Partha Mohanram is the John H. Watson Chair in Value Investing at Rotman and the Acting Vice-Dean of Research Strategy and Resources.

In 2000, he wrote a research paper called "Separating Winners from Losers Among Low Book-to-Market Stocks Using Financial Statement Analysis".

This paper tests whether a strategy based on financial statement analysis of low book-to-market (growth) stocks is successful in differentiating between winners and losers in terms of future stock performance. Based on the research, a strategy based on buying high G-score (6, 7 or 8) firms and shorting low G-score (0 or 1) firms consistently earns significant excess returns. Further, the results do not support a risk based explanation for the book-to-market effect as the strategy returns positive returns in all years, and firms that ex-ante appear less risky have better future returns.

To conclude, one can use a modified fundamental analysis strategy (G-score) to identify mispricing and earn substantial abnormal returns.


MFS Charterome Trust Mohanram G-Score Related Terms


MFS Charterome Trust Mohanram G-Score Historical Data

* Premium members only.

The historical data trend for MFS Charterome Trust's Mohanram G-Score can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

MFS Charterome Trust Mohanram G-Score Chart

MFS Charterome Trust Annual Data
Trend Nov17 Nov18 Nov19 Nov20 Nov21 Nov22 Nov23 Nov24 Nov25
Mohanram G-Score
Get a 7-Day Free Trial Premium Member Only N/A N/A N/A 2.00 3.00

MFS Charterome Trust Semi-Annual Data
Nov17 May18 Nov18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23 May24 Nov24 May25 Nov25
Mohanram G-Score Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only N/A N/A 2.00 N/A 3.00

MCR vs JRS, RCS, SCM: Mohanram G-Score Comparison

For the Asset Management subindustry, MFS Charterome Trust's Mohanram G-Score, along with its competitors' market caps and Mohanram G-Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


MFS Charterome Trust Mohanram G-Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, MFS Charterome Trust's Mohanram G-Score distribution charts can be found below:

* The bar in red indicates where MFS Charterome Trust's Mohanram G-Score falls into.


MCR
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MFS Charter Income Trust MCR
Mohanram G-Score is just one metric. See GF Score™, valuation, warning signs, and more.
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MFS Charterome Trust Mohanram G-Score Calculation

The calculation of the Mohanram G-score consists of eight criteria. Assign one point for each criterion met, then add up all the points to get the G-Score.

Profitability

Question 1. Return on Assets (ROA)

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. It measures how well a company uses its asset to generate earnings.

Score 1 if ROA > ROA Industry Median, 0 otherwise.

Question 2. Cash ROA

Cash ROA equals to Cash Flow from Operations divided by average Total Assets. It measures how well a company uses its asset to generate cash.

Score 1 if Cash ROA > Cash ROA Industry Median, 0 otherwise.

Question 3. CFO and Net Income

Score 1 if CFO > Net Income, 0 otherwise.

Earnings Predictability

Question 4. Earnings Variability

Earnings Variability is measured as the variance of a firm's ROA in the past five years.

Score 1 if Earnings Variability < Earnings Variability Industry Median, 0 otherwise.

Question 5. Sales Growth Variability

Sales Growth Variability is measured as the 5-year variance in sales growth.

Score 1 if Sales Growth Variability < Sales Growth Variability Industry Median, 0 otherwise.

Accounting Conservatism

Question 6. Research & Development Intensity

Research & Development Intensity is calcualted by Research & Development divided by the beginning Total Assets.

Score 1 if Research & Development Intensity > Research & Development Intensity Industry Median, 0 otherwise.

Question 7. CAPEX Intensity

CAPEX Intensity is calcualted by Capital Expenditure divided by the beginning Total Assets.

Score 1 if CAPEX Intensity > CAPEX Intensity Industry Median, 0 otherwise.

Question 8. Advertising Expenditure Intensity

Advertising Expenditure Intensity is calcualted by Advertising Expenditure divided by the beginning Total Assets. Note that Advertising Expenditure is not reported as a seperate line item for many companies, thus Selling, General, & Admin. Expense is used in this calculation.

Score 1 if Advertising Expenditure Intensity > Advertising Expenditure Intensity Industry Median, 0 otherwise.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Note that all the Industry Median used for comparison in his original research, are substituted with Sector Median due to the limitation of data within certain countries.

Good or high score = 6, 7, 8
Bad or low score = 0, 1

MFS Charterome Trust has an G-score of 3.

Frequently Asked Questions Learn more about Mohanram G-Score →
What does a Mohanram G-Score of 3 mean?
MFS Charterome Trust (MCR) has a Mohanram G-Score of 3 as of Nov. 2025. G-Score is a financial indicator developed by professor Partha Mohanram to help investors find the best investment opportunities in the growth stocks. View historical data on MFS Charterome Trust and its competitors. This is near median its historical median of 3.00. Over the past decade, MFS Charterome Trust's Mohanram G-Score has ranged from 2.00 to 3.00.
Is MFS Charterome Trust's Mohanram G-Score too high?
MFS Charterome Trust's current Mohanram G-Score of 3 is near median its 10-year median of 3.00. Over the past 10 years, this metric has ranged from a low of 2.00 to a high of 3.00. Overall, MFS Charterome Trust has a GF Score™ of 8/100, reflecting its overall financial health beyond just this single metric.
How does MFS Charterome Trust's Mohanram G-Score compare to JRS and RCS?
MFS Charterome Trust's Mohanram G-Score of 3 can be compared against companies in the Asset Management industry. Historically, MFS Charterome Trust's own Mohanram G-Score has ranged from 2.00 to 3.00 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Mohanram G-Score for an Asset Management company?
A good Mohanram G-Score depends on the Asset Management industry context. However, Mohanram G-Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Mohanram G-Score mean?
A high Mohanram G-Score can signal that a stock is expensive relative to its fundamentals. G-Score is a financial indicator developed by professor Partha Mohanram to help investors find the best investment opportunities in the growth stocks. View historical data on MFS Charterome Trust and its competitors. MFS Charterome Trust's current Mohanram G-Score is 3, which is near median its own 10-year median of 3.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is MFS Charterome Trust stock overvalued right now?
MFS Charterome Trust (MCR) has a current Mohanram G-Score of 3. The current Mohanram G-Score is 3, which is near median its 10-year median of 3.00. MFS Charterome Trust's overall GF Score™ is 8/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Mohanram G-Score calculated?
Mohanram G-Score is calculated from a company's financial statements. For MFS Charterome Trust (MCR), the current Mohanram G-Score is 3 as of Nov. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

MFS Charterome Trust Business Description

Address 111 Huntington Avenue, Boston, MA, USA, 02199
MFS Charter Income Trust is a United States-based closed-end fund. Its investment objective is to seek high current income, but may also consider capital appreciation. The fund invests the assets in Debt Instruments, Corporate Bonds, U.S. Government Securities, Foreign Government Securities, Securitized Instruments, Derivatives, Principal Risks, Debt Management Risk, Investment Selection Risk, Interest Rate Risk, Credit Risk, Foreign Risks, Emerging Markets Risk, Currency Risk, Leveraging Risk, Operational and Cybersecurity Risk, Active and Frequent Trading, and etc of different market countries.
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