MFS Charterome TrustMCR -0.67%8 OCF Margin % is 69.76% as of Nov. 2025, which is 45% below its 10-year median of 126.42. GuruFocus rates MCR with a GF Score™ of 8/100. The stock has 7 warning signs investors should review. Among 1,456 Asset Management companies, MFS Charterome Trust ranks better than 84.27% on this metric.
The historical rank and industry rank for MFS Charterome Trust's OCF Margin % or its related term are showing as below:
MCR'
s OCF Margin % Range Over the Past 10 Years
Min: -804.64 Med: 126.42 Max: 616.3
Current: 126.43
During the past 9 years, the highest OCF Margin % of MFS Charterome Trust was 616.30%. The lowest was -804.64%. And the median was 126.42%.
MCR's OCF Margin % is ranked better than 84.27% of 1456
companies
in the Asset Management industry
Industry Median: 15.375
vs MCR: 126.43
MFS Charterome Trust OCF Margin % Related Terms
MFS Charterome Trust OCF Margin % Historical Data
* Premium members only.
The historical data trend for MFS Charterome Trust's OCF Margin % 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.
For the Asset Management subindustry, MFS Charterome Trust's OCF Margin %, along with its competitors' market caps and OCF Margin % 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 OCF Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, MFS Charterome Trust's OCF Margin % distribution charts can be found below:
* The bar in red indicates where MFS Charterome Trust's OCF Margin % falls into.
* 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 (MCR) has a OCF Margin % of 69.76% as of Nov. 2025. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on MFS Charterome Trust and its competitors. This is 45% below median its historical median of 126.42. According to the industry distribution chart, MFS Charterome Trust ranks #229 out of 1456 companies in the Asset Management industry, placing it in the top 15.7%.
Is MFS Charterome Trust's OCF Margin % too high?
MFS Charterome Trust's current OCF Margin % of 69.76% is 45% below median its 10-year median of 126.42. The Asset Management industry median OCF Margin % is 15.38. MFS Charterome Trust's value of 69.76% is 353.7% above this industry median. Based on the distribution chart, MFS Charterome Trust ranks #229 out of 1456 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 OCF Margin % compare to JRS and RCS?
According to the Asset Management industry distribution chart, MFS Charterome Trust ranks #229 out of 1456 companies for OCF Margin %. This places MFS Charterome Trust in the top 16% of its industry — outperforming the majority of peers. The industry median OCF Margin % is 15.38. MFS Charterome Trust's value of 69.76% is 353.7% above this benchmark. While the company's 10-year median is 126.42 vs. the industry median of 15.38, MFS Charterome Trust has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good OCF Margin % for an Asset Management company?
The median OCF Margin % among Asset Management companies is 15.38, based on 1,456 companies in the industry. Companies in the top quartile (top 25%) have a OCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, OCF Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. MFS Charterome Trust's current OCF Margin % of 69.76% is 353.7% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high OCF Margin % mean?
A high OCF Margin % can signal that a stock is expensive relative to its fundamentals. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on MFS Charterome Trust and its competitors. For the Asset Management industry, the median OCF Margin % is 15.38 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. MFS Charterome Trust's current OCF Margin % is 69.76%, which is 45% below median its own 10-year median of 126.42. 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 OCF Margin % of 69.76%. The current OCF Margin % is 69.76%, which is 45% below median its 10-year median of 126.42 and 353.7% above the Asset Management industry median of 15.38. 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 OCF Margin % calculated?
OCF Margin % is calculated from a company's financial statements. For MFS Charterome Trust (MCR), the current OCF Margin % is 69.76% 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 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
Get the complete analysis for MCR
OCF Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
MCR has been successfully added to your 
