Mfs Investment Grade Municipal Trust (CXH) — SEC Filings
Mfs Investment Grade Municipal Trust (CXH) — 10 SEC filings. Latest: N-23C-2 (Apr 8, 2026). Includes 3 SC 13G/A, 2 DEF 14A, 2 SC 13D/A.
View Mfs Investment Grade Municipal Trust on SEC EDGAR
Overview
Mfs Investment Grade Municipal Trust (CXH) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a N-23C-2 filed on Apr 8, 2026: MFS Investment Grade Municipal Trust (CIK: 0000847411) filed an N-23C-2 form on April 8, 2026. This filing indicates the company's intent to purchase its own securities. The company is located at 111 Huntington Avenue, Boston, MA 02199.
Sentiment Summary
Across 10 filings, the sentiment breakdown is: 8 neutral, 2 mixed. The dominant filing sentiment for Mfs Investment Grade Municipal Trust is neutral.
Filing Type Overview
Mfs Investment Grade Municipal Trust (CXH) has filed 1 N-23C-2, 2 DEF 14A, 3 SC 13G/A, 2 SC 13D/A, 2 SC 13G with the SEC between Jan 2024 to Apr 2026.
Filings by Year
Recent SEC Filings (10)
| Date | Form | Description | Risk |
|---|---|---|---|
| Apr 8, 2026 | N-23C-2 | MFS Municipal Trust Files N-23C-2 for Share Buyback | low |
| Aug 22, 2025 | DEF 14A | MFS Investment Grade Municipal Trust Seeks Trustee Re-election | low |
| Oct 1, 2024 | SC 13G/A | SC 13G/A Filing | |
| Sep 26, 2024 | SC 13G/A | SC 13G/A Filing | |
| Sep 3, 2024 | SC 13G/A | SC 13G/A Filing | |
| Aug 23, 2024 | DEF 14A | MFS Investment Grade Municipal Trust Files DEF 14A | low |
| May 1, 2024 | SC 13D/A | Saba Capital Management Amends 13D Filing for MFS Municipal Trust | medium |
| Feb 14, 2024 | SC 13G | SC 13G Filing | |
| Jan 30, 2024 | SC 13G | Bulldog Investors Takes 5.78% Stake in MFS Investment Grade Municipal Trust | |
| Jan 10, 2024 | SC 13D/A | Saba Capital Amends MFS Investment Grade Muni Trust Stake |
Risk Profile
Risk Assessment: Of CXH's 4 recent filings, 0 were flagged as high-risk, 1 as medium-risk, and 3 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Key Executives
- Maureen R. Goldfarb
- Paula E. Smith
- Laurie J. Thomsen
- John P. Kavanaugh
- Maryanne L. Roepke
- Michael W. Roberge
- Boaz R. Weinstein
- Michael D'Angelo
Industry Context
The municipal bond fund industry, where MFS Investment Grade Municipal Trust operates, is characterized by its focus on tax-exempt income for investors. These funds are sensitive to interest rate changes and credit quality of municipal issuers. The competitive landscape includes numerous fund providers offering various strategies, from short-term to long-term and high-yield to investment-grade municipal bonds.
Top Tags
municipal-bonds (3) · activist-investing (2) · closed-end fund (1) · share-buyback (1) · DEF 14A (1) · Proxy Statement (1) · Board of Trustees (1) · Shareholder Meeting (1) · Corporate Governance (1) · Municipal Bonds (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Annual Meeting Date | October 2, 2025 | Date shareholders will vote on Trustee elections |
| Meeting Time | 10:30 a.m. | Eastern Time for the Annual Meeting of Shareholders |
| Total Trustees | 12 | Current and fixed number of Trustees on the Board |
| Independent Trustees | 11 | Number of Independent Trustees on the Board |
| Term Expiration Year | 2028 | Year the term for most elected Trustees will expire |
| Retirement Date | December 31, 2025 | Effective retirement date for Laurie J. Thomsen |
| Service Tenure | 20 years | Length of service for Laurie J. Thomsen triggering retirement policy |
| Record Date | July 31, 2025 | Date for shareholders of record entitled to vote |
| Common Shares Outstanding | 8,199,220 | Number of common shares for MFS Investment Grade Municipal Trust as of July 31, 2025 |
| Preferred Shares Outstanding | 372 | Number of preferred shares for MFS Investment Grade Municipal Trust as of July 31, 2025 |
| Period of Report | 20241003 | The filing pertains to the reporting period ending on this date. |
| Filing Date | 20240823 | This is the date the DEF 14A was filed with the SEC. |
Frequently Asked Questions
What are the latest SEC filings for Mfs Investment Grade Municipal Trust (CXH)?
Mfs Investment Grade Municipal Trust has 10 recent SEC filings from Jan 2024 to Apr 2026, including 3 SC 13G/A, 2 DEF 14A, 2 SC 13D/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of CXH filings?
Across 10 filings, the sentiment breakdown is: 8 neutral, 2 mixed. The dominant sentiment is neutral.
Where can I find Mfs Investment Grade Municipal Trust SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Mfs Investment Grade Municipal Trust (CXH) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Mfs Investment Grade Municipal Trust?
Financial highlights for Mfs Investment Grade Municipal Trust are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for CXH?
The investment thesis for CXH includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Mfs Investment Grade Municipal Trust?
Key executives identified across Mfs Investment Grade Municipal Trust's filings include Maureen R. Goldfarb, Paula E. Smith, Laurie J. Thomsen, John P. Kavanaugh, Maryanne L. Roepke and 3 others.
What are the main risk factors for Mfs Investment Grade Municipal Trust stock?
Of CXH's 4 assessed filings, 0 were flagged high-risk, 1 medium-risk, and 3 low-risk.
What are recent predictions and forward guidance from Mfs Investment Grade Municipal Trust?
Forward guidance and predictions for Mfs Investment Grade Municipal Trust are extracted from SEC filings as they are enriched.