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)8.12
  • Today's Change0.02 / 0.25%
  • Shares traded8.85k
  • 1 Year change+1.37%
  • Beta0.7337
Data delayed at least 15 minutes, as of Feb 12 2026 21:00 GMT.
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Notice
Important Notice
Please note that effective 5th February, 2026 the Financial Times will no longer publish or present securities from the Nairobi Stock Exchange.

Profile data is unavailable for this security.

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)
IB Acquisition Corp0.003.42m60.56m--47.832.93----0.22060.22060.003.600.00------4.99--5.08--------------0.00------82.94------
BitVentures Ltd - ADR0.00-5.79m63.74m6.00--137.77-----0.7432-0.6680.000.05790.00----0.00-43.489.46-92.3218.86------9.46----0.00---100.00---656.86---74.56--
A SPAC II Acquisition Corp0.00-195.48k64.07m2.00---------0.0374-0.03740.00-1.310.00-------7.55---9.18-----------------------97.15------
Great Elm Group Inc22.62m-13.71m65.82m50.00--1.12--2.91-0.6904-0.69040.56981.790.1651--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-100.00bn66.41m--------------------------------------------------------------
Ribbon Acquisition Corp0.00569.30k67.73m--111.610.2656----0.09380.09380.0039.420.00------2.20--2.22--------------0.00--------------
International Media Acquisition Corp0.00-199.50k68.30m-----------0.0291-0.02910.00-1.720.00-------2.57--------------------------49.89------
Invesco High Income Trust II-100.00bn-100.00bn71.61m--------------------------------------------------------------
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 Feb 12 2026. Currency figures normalised to MFS® Investment Grade Municipal Trust's reporting currency: US Dollar USD

Institutional shareholders

41.00%Per cent of shares held by top holders
HolderShares% Held
Bulldog Investors LLPas of 30 Sep 2025980.49k11.96%
Almitas Capital LLCas of 30 Sep 2025487.69k5.95%
RiverNorth Capital Management LLCas of 30 Sep 2025471.61k5.75%
Sit Investment Associates, Inc.as of 30 Sep 2025389.42k4.75%
Kovitz Investment Group Partners LLCas of 30 Sep 2025270.13k3.30%
ICON Advisers, Inc.as of 30 Sep 2025244.30k2.98%
Thomas J. Herzfeld Advisors, Inc.as of 30 Sep 2025240.37k2.93%
Hennion & Walsh Asset Management, Inc.as of 31 Dec 2025112.64k1.37%
Deschutes Portfolio Strategy LLCas of 31 Dec 202586.38k1.05%
Melfa Wealth Management , Inc.as of 31 Dec 202578.36k0.96%
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Data from 30 Sep 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
Data Provided by LSEG
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