MCR (MFS Charterome Trust) Moat Score: 3/10 (As of Jul. 09, 2026)


MCR MFS Charter Income Trust MCR
8 GF Score
Price $5.94
! 7 Warning Signs
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What is MFS Charterome Trust Moat Score?

MFS Charterome Trust MCR -0.67% 8 Moat Score is 3 as of Jul. 09, 2026. GuruFocus rates MCR with a GF Score™ of 8/100. The stock has 7 warning signs investors should review. Among 1,699 Asset Management companies, MFS Charterome Trust ranks better than 90.7% on this metric.

MFS Charterome Trust has the Moat Score of 3, which implies that the company might have No Moat - Very weak/transient advantages.

MFS Charterome Trust has No Moat: MFS Charter Income Trust operates in the investment management sector with limited competitive advantages. It lacks significant brand strength, customer loyalty, or proprietary technology that would provide a durable moat. The competitive landscape and low switching costs contribute to its weak moat.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes MFS Charterome Trust might have No Moat - Very weak/transient advantages.

MFS Charterome Trust  (NYSE:MCR) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

MFS Charterome Trust Moat Score Related Terms

MCR vs JRS, RCS, SCM: Moat Score Comparison

For the Asset Management subindustry, MFS Charterome Trust's Moat Score, along with its competitors' market caps and Moat 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 Moat Score vs Asset Management Industry

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

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


MCR
8GF Score
MFS Charter Income Trust MCR
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 3 mean?
MFS Charterome Trust (MCR) has a Moat Score of 3 as of Jul. 09, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, MFS Charterome Trust ranks #158 out of 1699 companies in the Asset Management industry, placing it in the top 9.3%.
Is MFS Charterome Trust's Moat Score too high?
MFS Charterome Trust's current Moat Score is 3. Based on the distribution chart, MFS Charterome Trust ranks #158 out of 1699 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. 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 Moat Score compare to JRS and RCS?
According to the Asset Management industry distribution chart, MFS Charterome Trust ranks #158 out of 1699 companies for Moat Score. This places MFS Charterome Trust in the top 9% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat 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 Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. MFS Charterome Trust's current Moat Score is 3. 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 Moat Score of 3. The current Moat Score is 3. 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 Moat Score calculated?
Moat Score is calculated from a company's financial statements. For MFS Charterome Trust (MCR), the current Moat Score is 3 as of Jul. 09, 2026. 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.
8GF Score

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