MFS Investment Grade Municipal Trust (CXH)

• Market cap: $62M
• 1 day: -0.13%
• 5 days: 0.53%
• 1 month: -0.78%
• 3 months: -5.47%
• 6 months: -6.52%
• Year to date: -5.59%
• 1 year: -2.56%
• 5 years: -20.00%
• 10 years: -16.85%
• 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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

1.78% more ownership

Funds ownership: 41.45% [Q4 2024] → 43.23% (+1.78%) [Q1 2025]

3% more capital invested

Capital invested by funds: $27.2M [Q4 2024] → $28.1M (+$909K) [Q1 2025]

3% less funds holding

Funds holding: 33 [Q4 2024] → 32 (-1) [Q1 2025]

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3