MFS Investment Grade Municipal Trust (CXH)

• Market cap: $62.3M
• 1 day: 0.26%
• 5 days: 0.26%
• 1 month: -4.64%
• 3 months: -5.00%
• 6 months: -5.47%
• Year to date: -5.59%
• 1 year: 3.68%
• 5 years: -13.24%
• 10 years: -19.49%
• Sector: Financials
• Industry: Asset Management

About: Mfs Investment Grade Municipal Trust is a United States-based diversified closed-end management investment company. Its investment objective is to seek high current income exempt from federal income tax, but may also consider capital appreciation. The fund invests a majority of its net assets, including assets attributable to preferred shares and borrowing for investment purposes, in tax-exempt bonds and tax-exempt notes.

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

13% more capital invested

Capital invested by funds: $23.6M [Q3] → $26.7M (+$3.14M) [Q4]

5.23% more ownership

Funds ownership: 31.45% [Q3] → 36.67% (+5.23%) [Q4]

0% more funds holding

Funds holding: 33 [Q3] → 33 (+0) [Q4]