MFS Investment Grade Municipal Trust (CXH)

• Market cap: $72.5M
• 1 day: 0.13%
• 5 days: 0.13%
• 1 month: 1.14%
• 3 months: -0.87%
• 6 months: 0.76%
• Year to date: -1.12%
• 1 year: 6.70%
• 5 years: -20.32%
• 10 years: -16.65%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

3% less capital invested

Capital invested by funds: $24.3M [Q2] → $23.6M (-$765K) [Q3]

2.36% less ownership

Funds ownership: 33.81% [Q2] → 31.45% (-2.36%) [Q3]

15% less funds holding

Funds holding: 39 [Q2] → 33 (-6) [Q3]

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6