MCR / MFS Charter Income Trust - SEC-Einreichungen, Jahresbericht, Proxy Statement

MFS Charter Income Trust
US ˙ NYSE ˙ US5527271093

Basisstatistiken
LEI 1LFFWFMKO22SVR346G33
CIK 851170
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis. These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to MFS Charter Income Trust
SEC Filings (Chronological Order)
Auf dieser Seite finden Sie eine vollständige, chronologische Liste der SEC-Einreichungen, mit Ausnahme der Eigentumseinreichungen, die wir an anderer Stelle bereitstellen.
December 12, 2025 425

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.

December 11, 2025 425

MFS CLOSED-END FUNDS ANNOUNCE SPECIAL SHAREHOLDER MEETINGS RELATING TO PROPOSED REORGANIZATIONS AND PROPOSED APPOINTMENT OF ABERDEEN INVESTMENTS AS INVESTMENT ADVISER

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.

August 22, 2025 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

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

August 19, 2025 CORRESP

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.

August 23, 2024 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

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

February 9, 2024 SC 13G/A

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

August 30, 2023 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

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

February 10, 2023 SC 13G/A

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

February 10, 2023 SC 13G/A

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

October 25, 2022 NPORT-EX

(a) Non-income producing security. (f) All or a portion of the security has been segregated as collateral for open futures contracts and cleared swap agreements. (h) An affiliated issuer, which may be considered one in which the fund owns 5% or more

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.

August 26, 2022 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

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

April 25, 2022 NPORT-EX

(a) Non-income producing security. (d) In default. (f) All or a portion of the security has been segregated as collateral for open futures contracts. (h) An affiliated issuer, which may be considered one in which the fund owns 5% or more of the outst

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.

February 10, 2022 SC 13G

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

January 7, 2022 SC 13G/A

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

October 25, 2021 NPORT-EX

(a) Non-income producing security. (d) In default. (f) All or a portion of the security has been segregated as collateral for open futures contracts. (h) An affiliated issuer, which may be considered one in which the fund owns 5% or more of the outst

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.

August 27, 2021 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

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

May 7, 2021 SC 13G/A

SC 13G/A

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

April 23, 2021 NPORT-EX

(a) Non-income producing security. (d) In default. (f) All or a portion of the security has been segregated as collateral for open futures contracts. (h) An affiliated issuer, which may be considered one in which the fund owns 5% or more of the outst

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.

February 12, 2021 SC 13G

SC 13G

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

February 11, 2021 SC 13G/A

MS AMENDMENT

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

October 26, 2020 NPORT-EX

(a) Non-income producing security. (d) In default. (f) All or a portion of the security has been segregated as collateral for open futures contracts. (h) An affiliated issuer, which may be considered one in which the fund owns 5% or more of the outst

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.

August 20, 2020 DEF 14A

- 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

April 23, 2020 NPORT-EX

(a) Non-income producing security. (d) In default. (f) All or a portion of the security has been segregated as collateral for open futures contracts and cleared swap agreements. (h) An affiliated issuer, which may be considered one in which the fund

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.

February 13, 2020 SC 13G/A

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

January 29, 2020 CORRESP

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.

October 25, 2019 NPORT-EX

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.

August 22, 2019 DEF 14A

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

April 22, 2019 N-Q

MCR / MFS Charter Income Trust MFS CHARTER INCOME TRUST N-Q (Quarterly Schedule of Portfolio Holdings)

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

April 22, 2019 EX-99.CERT

MFS CHARTER INCOME TRUST

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

February 12, 2019 SC 13G/A

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

October 24, 2018 N-Q

MCR / 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.

October 24, 2018 EX-99.CERT

MFS CHARTER INCOME TRUST

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

August 23, 2018 DEF 14A

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.

April 18, 2018 EX-99.CERT

MFS CHARTER INCOME TRUST

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

April 18, 2018 N-Q

MCR / MFS Charter Income Trust MFS CHARTER INCOME TRUST N-Q (Quarterly Schedule of Portfolio Holdings)

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

February 13, 2018 SC 13G/A

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

October 26, 2017 EX-99.CERT

MFS CHARTER INCOME TRUST

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

October 26, 2017 N-Q

Mfs Charter Income Trust - MFS CHARTER INCOME TRUST N-Q

MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.

August 24, 2017 DEF 14A

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.

August 3, 2017 SC 13G

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,

August 3, 2017 SC 13D/A

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

June 9, 2017 SC 13D/A

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

May 9, 2017 SC 13D/A

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

April 20, 2017 N-Q

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

April 20, 2017 EX-99.CERT

MFS CHARTER INCOME TRUST

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

April 6, 2017 CORRESP

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.

February 13, 2017 SC 13G/A

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

February 13, 2017 SC 13G/A

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

November 8, 2016 EX-99

EX-99

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

November 8, 2016 SC 13D/A

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,

October 20, 2016 EX-99.CERT

MFS CHARTER INCOME TRUST

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

October 20, 2016 N-Q

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.

August 19, 2016 DEF 14A

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.

August 19, 2016 DEF 14A

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.

July 27, 2016 EX-99.77Q1 OTHR EXHB

EX-99.77Q1 OTHR EXHB

MFS CHARTER INCOME TRUST CERTIFICATION OF AMENDMENT TO THE DECLARATION OF TRUST Pursuant to Section 8.

July 27, 2016 EX-99.77Q2 ITEM 405

EX-99.77Q2 ITEM 405

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

May 17, 2016 SC 13D

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

May 13, 2016 SC 13G

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

April 28, 2016 N-Q

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

April 28, 2016 EX-99.CERT

MFS CHARTER INCOME TRUST

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

April 26, 2016 CORRESP

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.

February 16, 2016 SC 13G

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

February 11, 2016 SC 13G/A

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

October 29, 2015 EX-99.CERT

MFS CHARTER INCOME TRUST

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

October 29, 2015 N-Q

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.

August 21, 2015 DEF 14A

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.

April 28, 2015 EX-99.CERT

MFS CHARTER INCOME TRUST

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

April 28, 2015 N-Q

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.

February 17, 2015 SC 13G/A

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

February 13, 2015 SC 13G

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

October 28, 2014 N-Q

Mfs Charter Income Trust - MFS CHARTER INCOME TRUST N-Q

MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.

October 28, 2014 EX-99.CERT

MFS CHARTER INCOME TRUST

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

August 22, 2014 DEF 14A

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

April 28, 2014 EX-99.CERT

MFS CHARTER INCOME TRUST

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

April 28, 2014 N-Q

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

February 13, 2014 EX-99.1

EX-99.1

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

February 13, 2014 SC 13G/A

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

February 10, 2014 SC 13G/A

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

January 21, 2014 CORRESP

-

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.

October 30, 2013 N-Q

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.

October 30, 2013 EX-99.CERT

MFS CHARTER INCOME TRUST

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

August 22, 2013 DEF 14A

- MFS MULTI CLOSED END FUND DEF 14A

MFS MULTI CLOSED END FUND DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.

April 25, 2013 N-Q

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

April 25, 2013 EX-99.CERT

MFS CHARTER INCOME TRUST

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

February 14, 2013 SC 13G/A

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

January 9, 2013 EX-99.1

EX-99.1

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

January 9, 2013 SC 13G

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

November 8, 2012 SC 13G/A

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

October 25, 2012 EX-99.CERT

MFS CHARTER INCOME TRUST

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

October 25, 2012 N-Q

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.

September 20, 2012 DEF 14A

- MFS MULTI CLOSED END FUND DEF 14A

MFS MULTI CLOSED END FUND DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.

April 25, 2012 EX-99.CERT

MFS CHARTER INCOME TRUST

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

April 25, 2012 N-Q

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.

February 10, 2012 SC 13G/A

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

January 20, 2012 SC 13G/A

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

January 20, 2012 EX-99.1

EX-99.1

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

January 10, 2012 SC 13G/A

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

October 25, 2011 EX-99.CERT

MFS CHARTER INCOME TRUST

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

October 25, 2011 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 811-5822 MFS CHARTER INCOME TRUST (Exact name o

MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.

August 24, 2011 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

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

April 21, 2011 EX-99.CERT

MFS CHARTER INCOME TRUST

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

April 21, 2011 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

MFS CHARTER INCOME TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.

March 11, 2011 SC 13G/A

SCHEDULE 13G SIGNATURE

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

February 14, 2011 SC 13G/A

ST MSSB AMENDMENT

- OMB APPROVAL - OMB Number: 3235-0145 Expires: February 28, 2009 Estimated average burden hours per response.

February 1, 2011 SC 13G/A

AMENDED SCHEDULE 13G

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

February 1, 2011 EX-99.1

EX-99.1

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

January 20, 2011 SC 13G/A

SCHEDULE 13G SIGNATURE

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

October 28, 2010 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 811-5822 MFS CHARTER INCOME TRUST (Exact name o

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

October 28, 2010 EX-99.CERT

MFS CHARTER INCOME TRUST

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

August 25, 2010 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

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

April 27, 2010 EX-99.CERT

MFS CHARTER INCOME TRUST

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

April 27, 2010 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 811-5822 MFS CHARTER INCOME TRUST (Exact name o

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

February 12, 2010 SC 13G/A

ST-AMENDMENT-MSSB

- OMB APPROVAL - OMB Number: 3235-0145 Expires: February 28, 2009 Estimated average burden hours per response.

February 3, 2010 SC 13G

SCHEDULE 13G

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

January 25, 2010 SC 13G/A

SCHEDULE 13G SIGNATURE

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

January 7, 2010 EX-99.77Q1 OTHR EXHB

EX-99.77Q1 OTHR EXHB

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.

October 23, 2009 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 811-5822 MFS CHARTER INCOME TRUST (Exact name o

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

October 23, 2009 EX-99.CERT

MFS CHARTER INCOME TRUST

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

October 13, 2009 SC 13G

ST - INITIAL - MSSB

- OMB APPROVAL - OMB Number: 3235-0145 Expires: February 28, 2009 Estimated average burden hours per response.

October 9, 2009 SC 13G/A

Item 1.

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

August 26, 2009 DEF 14A

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

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

July 29, 2009 EX-99.77Q1 OTHR EXHB

EX-99.77Q1 OTHR EXHB

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.

April 24, 2009 EX-99.CERT

MFS CHARTER INCOME TRUST

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

April 24, 2009 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 811-5822 MFS CHARTER INCOME TRUST (Exact name o

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

February 17, 2009 SC 13G

ST - INITIAL - MS&CO

- OMB APPROVAL - OMB Number: 3235-0145 Expires: February 28, 2009 Estimated average burden hours per response.

February 6, 2009 SC 13G/A

Item 1.

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

January 22, 2009 SC 13G

SCHEDULE 13G SIGNATURE

OMB APPROVAL OMB Number: 3235-0145 Expires: February 28, 2009 Estimated average burden hours per response.

October 29, 2008 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 811-5822 MFS CHARTER INCOME TRUST (Exact name o

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

October 29, 2008 EX-99.CERT

MFS CHARTER INCOME TRUST

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

August 21, 2008 DEF 14A

MFS CLOSED END 5 FUNDS

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.

July 29, 2008 EX-99.77Q1 OTHR EXHB

EX-99.77Q1 OTHR EXHB

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.

July 29, 2008 EX-99.77D POLICIES

EX-99.77D POLICIES

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.

April 25, 2008 EX-99.(CERT)

MFS CHARTER INCOME TRUST

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

April 25, 2008 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 811-5822 MFS CHARTER INCOME TRUST (Exact name o

MFS Charter Income Trust UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.

February 14, 2008 SC 13G

Item 1.

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

December 28, 2007 EX-99.1

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

December 28, 2007 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 Inc

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)

October 25, 2007 EX-99.CERT

EX-99.CERT

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

October 25, 2007 N-Q

MFS CHARTER INCOME TRUST

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)

August 17, 2007 DEF 14A

MFS-MIN-MCR-MFM-MMT-MFV

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

July 27, 2007 EX-99.77Q1 OTHR EXHB

EX-99.77Q1 OTHR EXHB

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.

July 27, 2007 EX-99.77Q2 ITEM 405

EX-99.77Q2 ITEM 405

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.

April 26, 2007 N-Q

MFS CHARTER INCOME TRUST

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)

April 26, 2007 EX-99.CERT

EX-99.CERT

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

February 7, 2007 EX-99.1

EX-99.1

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.

February 7, 2007 SC 13G/A

SCHEDULE 13G/A

\ 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

October 26, 2006 N-Q

MFS CHARTER INCOME TRUST

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)

October 26, 2006 EX-99.CERT

EX-99.CERT

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

August 18, 2006 DEF 14A

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)) [X] Definitive Proxy Statement [ ] Definitive Additional Materials [ ] Soliciting Material Pursuant to sec.

July 28, 2006 EX-99.77Q1 OTHR EXHB

EX-99.77Q1 OTHR EXHB

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.

April 28, 2006 N-Q

Notice

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

April 28, 2006 EX-99.CERT

MFS CHARTER INCOME TRUST

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

February 9, 2006 SC 13G

SC 13G

\ 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

February 9, 2006 EX-99.1

EX-99.1

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.

October 31, 2005 N-Q

MFS CHARTER INCOME TRUST

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)

October 31, 2005 EX-99.CERT

EX-99.CERT

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

July 29, 2005 EX-99.77Q1 OTHR EXHB

EX-99.77Q1 OTHR EXHB

-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.

May 10, 2005 EX-99.CERT

EX-99.CERT

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

May 10, 2005 N-Q/A

MFS CHARTER INCOME TRUST

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

April 29, 2005 EX-99.CERT

EX-99.CERT

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

April 29, 2005 N-Q

MFS CHARTER INCOME TRUST

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)

February 4, 2005 DEFA14A

MFS-MIN-MCR-MGF-MFM-MMT-MFV

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

February 4, 2005 DEF 14A

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)) [X] Definitive Proxy Statement [ ] Definitive Additional Materials [ ] Soliciting Material Pursuant to sec.

November 5, 2004 N-Q

MFS CHARTER INCOME TRUST

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)

November 5, 2004 EX-99.CERT

EX-99.CERT

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

August 12, 2004 DEF 14A

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)) [X] Definitive Proxy Statement [ ] Definitive Additional Materials [ ] Soliciting Material Pursuant to sec.

July 27, 2004 EX-99.77Q1 OTHR EXHB

EX-99.77Q1 OTHR EXHB

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.

July 7, 2004 N-23C-1

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.

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

June 3, 2004 N-23C-1

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.

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

May 10, 2004 N-23C-1

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.

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

April 8, 2004 N-23C-1

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.

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

March 9, 2004 N-23C-1

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.

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

February 10, 2004 N-23C-1

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.

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

January 9, 2004 N-23C-1

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.

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

December 5, 2003 N-23C-1

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.

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

November 4, 2003 N-23C-1

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.

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

October 6, 2003 N-23C-1

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.

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

September 9, 2003 N-23C-1

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.

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

August 18, 2003 DEF 14A

MFS-MIN-MCR

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.

August 8, 2003 N-23C-1

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.

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

July 10, 2003 N-23C-1

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.

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

June 4, 2003 N-23C-1

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.

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

May 9, 2003 N-23C-1

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.

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

April 9, 2003 N-23C-1

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.

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

March 6, 2003 N-23C-1

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.

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

February 6, 2003 N-23C-1

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.

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

January 10, 2003 N-23C-1

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.

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

December 10, 2002 N-23C-1

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.

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

November 5, 2002 N-23C-1

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.

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

October 9, 2002 N-23C-1

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.

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

September 6, 2002 N-23C-1

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.

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

August 15, 2002 DEF 14A

MFS CHARTER INCOME TRUST

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

August 12, 2002 N-23C-1

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.

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

July 26, 2002 EX-99.77Q1 OTHR EXHB

EX-99.77Q1 OTHR EXHB

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

July 26, 2002 EX-99.77Q1 OTHR EXHB

EX-99.77Q1 OTHR EXHB

- 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").

July 26, 2002 EX-99.77Q1 OTHR EXHB

EX-99.77Q1 OTHR EXHB

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.

July 9, 2002 N-23C-1

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.

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

June 5, 2002 N-23C-1

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.

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

May 9, 2002 N-23C-1

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.

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

April 4, 2002 N-23C-1

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.

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

March 5, 2002 N-23C-1

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.

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

February 6, 2002 N-23C-1

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.

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

January 9, 2002 N-23C-1

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

December 10, 2001 N-23C-1

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

November 30, 2001 DEFA14A

ADDITIONAL PROXY MATERIALS

[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.

November 30, 2001 DEFA14A

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.

November 16, 2001 DEFA14A

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.

November 9, 2001 N-23C-1

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

October 9, 2001 DEFA14A

ADDITIONAL PROXY MATERIALS

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.

October 4, 2001 N-23C-1

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:

September 20, 2001 DEFA14A

ADDITIONAL PROXY SOLICITATION MATERIALS

On the way 2001 shareholder proxies mailed September 7, 2001 MFS funds began mailing proxies to more than 4.

September 13, 2001 DEF 14A

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 Statement [ ] Definitive Additional Materials [ ] Soliciting Material Pursuant to sec.

September 6, 2001 N-23C-1

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

August 24, 2001 N-23C-1

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

August 9, 2001 PRE 14A

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: [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.

July 26, 2001 NSAR-A

N-SAR (6.1)

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.

July 9, 2001 N-23C-1

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

June 8, 2001 N-23C-1

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

May 7, 2001 N-23C-1

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

April 2, 2001 N-23C-1

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

March 2, 2001 N-23C-1

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

February 5, 2001 N-23C-1

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

January 3, 2001 N-23C-1

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

December 5, 2000 N-23C-1

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

November 6, 2000 N-23C-1

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

October 4, 2000 N-23C-1

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

September 8, 2000 N-23C-1

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

September 1, 2000 DEF 14A

MFS CHARTER PROXY

SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

August 8, 2000 N-23C-1

SUMMARY OF SHARE REPURCHASES, JULY 2000

/Securities and Exchange Commission/Securities and Exchange Commission Washington, D.

July 26, 2000 EX-27

EX-27

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.

July 26, 2000 NSAR-A

N-SAR (6.1)

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.

July 10, 2000 N-23C-1

N-23C-1

/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

June 12, 2000 N-23C-1

N-23C-1

/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

How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista