Equities

MFS® Investment Grade Municipal Trust

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CXH:NYQ

MFS® Investment Grade Municipal Trust

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FinancialsClosed End Investments
  • Price (USD)8.18
  • Today's Change-0.055 / -0.67%
  • Shares traded6.74k
  • 1 Year change-0.06%
  • Beta0.7300
Data delayed at least 15 minutes, as of Mar 03 2026 21:00 GMT.
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About the company

MFS Investment Grade Municipal Trust (the Fund) is a diversified closed-end management investment company. The Fund’s investment objective is to seek high current income exempt from federal income tax, but may also consider capital appreciation. The Fund invests, under normal market conditions, at least 80% of its net assets, including assets attributable to preferred shares and borrowings for investment purposes, in tax-exempt bonds and tax-exempt notes. The Fund may also invest in below-investment grade quality debt instruments. It invests in various sectors, such as healthcare, general obligations, universities, water and sewer utilities, toll roads, student loans, airports, and state and local appropriations. The fund offers a Dividend Reinvestment and Cash Purchase Plan that allows common shareholders to reinvest either all the distributions paid by the Fund or only the long-term capital gains. The Fund's investment adviser is Massachusetts Financial Services Company.

  • Revenue in USD (TTM)--
  • Net income in USD--
  • Incorporated1989
  • Employees--
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Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
A SPAC II Acquisition Corp0.00-224.48k64.07m2.00---------0.0409-0.04090.00-1.330.00-------8.59---10.93-----------------------244.77------
Ribbon Acquisition Corp0.00569.30k64.21m--112.910.2687----0.09380.09380.0039.420.00------2.20--2.22--------------0.00--------------
Mount Logan Capital Inc488.01k2.98m65.85m7.0017.261.0722.03134.940.29840.29840.04884.800.0101------6.16-11.616.35-11.88----611.53-715.18----0.00--254.26-26.3371.72------
Daxor Corp66.31k1.80m66.31m37.0027.871.59--1,000.060.40840.40840.01337.150.0019--4.20--5.126.845.267.28-1,927.96-365.372,710.68854.81----0.0073---26.75-20.6391.11------
International Media Acquisition Corp0.00-199.50k66.79m-----------0.0291-0.02910.00-1.720.00-------2.57--------------------------49.89------
Great Elm Group Inc22.62m-13.71m66.80m50.00--1.14--2.95-0.6904-0.69040.56981.790.1651--6.13452,320.00-9.660.1617-10.730.192131.0032.78-58.501.17---10.540.5104---8.51-22.671,018.16---12.59--
MFS Investment Grade Municipal Trust-100.00bn-100.00bn67.48m--------------------------------------------------------------
Piermont Valley Acquisition Corp0.00-372.89k67.86m----47.07-----0.0772-0.07720.000.24220.00-------4.53---5.36--------------0.00-------56.18------
Invesco High Income Trust II-100.00bn-100.00bn70.83m--------------------------------------------------------------
MainStreetChamber Holdings Inc0.00-864.62k71.84m0.00---------0.0985-0.09850.00-0.06050.00-------4,093.26-863.98---------------4.42--------87.21------
Data as of Mar 03 2026. Currency figures normalised to MFS® Investment Grade Municipal Trust's reporting currency: US Dollar USD

Institutional shareholders

42.42%Per cent of shares held by top holders
HolderShares% Held
Bulldog Investors LLPas of 31 Dec 20251.20m14.65%
RiverNorth Capital Management LLCas of 31 Dec 2025505.48k6.17%
Almitas Capital LLCas of 31 Dec 2025454.91k5.55%
Focus Partners Wealth LLCas of 31 Dec 2025272.43k3.32%
ICON Advisers, Inc.as of 31 Dec 2025244.30k2.98%
Thomas J. Herzfeld Advisors, Inc.as of 31 Dec 2025242.43k2.96%
Bank of America, NA (Private Banking)as of 31 Dec 2025235.60k2.87%
Hennion & Walsh Asset Management, Inc.as of 31 Dec 2025112.64k1.37%
Sit Investment Associates, Inc.as of 31 Dec 2025111.00k1.35%
Morgan Stanley & Co. LLCas of 31 Dec 202598.16k1.20%
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Data from 31 Dec 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
Data Provided by LSEG
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