MFS Investment Grade Municipal Trust Files DEF 14A

Ticker: CXH · Form: DEF 14A · Filed: Aug 23, 2024 · CIK: 847411

Mfs Investment Grade Municipal Trust DEF 14A Filing Summary
FieldDetail
CompanyMfs Investment Grade Municipal Trust (CXH)
Form TypeDEF 14A
Filed DateAug 23, 2024
Risk Levellow
Pages15
Reading Time18 min
Key Dollar Amounts$33,065
Sentimentneutral

Sentiment: neutral

Topics: proxy-statement, municipal-bonds, fund-governance

TL;DR

MFS Muni Trust filed its DEF 14A, investor info inside.

AI Summary

MFS Investment Grade Municipal Trust filed a DEF 14A on August 23, 2024, for the period ending October 3, 2024. The filing details information related to the company's operations and governance. The company's principal executive offices are located at 111 Huntington Avenue, Boston, MA.

Why It Matters

This filing provides crucial information for investors regarding the governance and operational details of the MFS Investment Grade Municipal Trust, impacting investment decisions.

Risk Assessment

Risk Level: low — DEF 14A filings are routine disclosures and do not inherently represent new risks.

Key Numbers

  • 20241003 — Period of Report (The filing pertains to the reporting period ending on this date.)
  • 20240823 — Filing Date (This is the date the DEF 14A was filed with the SEC.)

Key Players & Entities

  • MFS INVESTMENT GRADE MUNICIPAL TRUST (company) — Filer
  • MFS CHARTER INCOME TRUST (company) — Former Company Name
  • MFS MULTIMARKET INCOME TRUST (company) — Former Company Name
  • MFS HIGH YIELD MUNICIPAL TRUST (company) — Former Company Name
  • 111 HUNTINGTON AVENUE (location) — Business Address
  • BOSTON (location) — City
  • MA (location) — State

FAQ

What is the primary purpose of a DEF 14A filing?

A DEF 14A filing, also known as a Definitive Proxy Statement, is filed by companies to provide shareholders with information about matters to be voted on at an upcoming shareholder meeting, including director elections, executive compensation, and other corporate actions.

Who is the filer of this DEF 14A?

The filer is MFS Investment Grade Municipal Trust.

What is the fiscal year end for MFS Charter Income Trust?

The fiscal year end for MFS Charter Income Trust is November 30 (1130).

What is the business address of MFS High Yield Municipal Trust?

The business address for MFS High Yield Municipal Trust is 111 Huntington Avenue, 24th Floor, Boston, MA 02199.

When was the filing submitted?

The filing was submitted on August 23, 2024.

Filing Stats: 4,600 words · 18 min read · ~15 pages · Grade level 11.7 · Accepted 2024-08-23 10:54:24

Key Financial Figures

  • $33,065 — that the cost of these services will be $33,065 and may increase substantially in the e

Filing Documents

To

ITEM 1. To elect Trustees to the Board of Trustees of each Trust as outlined below: a. for each of MFS Charter Income Trust, MFS Government Markets Income Trust, MFS Intermediate High Income Fund, MFS Intermediate Income Trust, and MFS Multimarket Income Trust: i. three Trustees, John A. Caroselli, James W. Kilman, Jr., and Clarence Otis, Jr., to be elected by common shareholders of each Trust; and b. for each of MFS High Income Municipal Trust, MFS High Yield Municipal Trust, MFS Investment Grade Municipal Trust, and MFS Municipal Income Trust: i. three Trustees, John A. Caroselli, James W. Kilman, Jr., and Clarence Otis, Jr., to be elected by common and preferred shareholders of each Trust, voting together as a single class; and ii. two Trustees, John P. Kavanaugh and Laurie J. Thomsen, to be elected by preferred shareholders only, voting as a separate class; and

To

ITEM 2. To transact such other business as may properly come before the Meeting and any adjournment(s) or postponement(s) thereof. This notice and the related proxy materials are being mailed to Shareholders on or about August 23, 2024. THE TRUSTEES OF YOUR TRUST RECOMMEND THAT YOU VOTE IN FAVOR OF ITEM 1. It is anticipated that each Trust will hold its Meeting simultaneously with each other Trust. Shareholders of each Trust will vote separately on each item. Only a Trust's shareholders of record as of the close of business on July 31, 2024, will be entitled to receive notice of and to vote at that Trust's Meeting or any adjournment(s) or postponement(s) thereof. By order of the Board of Trustees, CHRISTOPHER R. BOHANE Assistant Secretary and Assistant Clerk August 23, 2024 YOUR VOTE IS IMPORTANT. WE WOULD APPRECIATE YOU PROMPTLY VOTING, SIGNING AND RETURNING THE ENCLOSED PROXY SO THAT IT IS RECEIVED BY THE DATE OF THE MEETING OR RECORDING YOUR VOTING INSTRUCTIONS BY TELEPHONE OR VIA THE INTERNET BY 10:00 A.M., EASTERN TIME, ON THE DATE OF THE MEETING, WHICH WILL HELP AVOID THE ADDITIONAL EXPENSE OF A SECOND SOLICITATION FOR EACH TRUST. THE ENCLOSED ADDRESSED ENVELOPE REQUIRES NO POSTAGE AND IS PROVIDED FOR YOUR CONVENIENCE. MFS CHARTER INCOME TRUST MFS GOVERNMENT MARKETS INCOME TRUST MFS HIGH INCOME MUNICIPAL TRUST MFS HIGH YIELD MUNICIPAL TRUST MFS INTERMEDIATE HIGH INCOME FUND MFS INTERMEDIATE INCOME TRUST MFS INVESTMENT GRADE MUNICIPAL TRUST MFS MULTIMARKET INCOME TRUST MFS MUNICIPAL INCOME TRUST Proxy Statement This Proxy Statement is furnished in connection with the solicitation of proxies by and on behalf of the Board of Trustees of MFS Charter Income Trust, MFS Government Markets Income Trust, MFS High Income Municipal Trust, MFS High Yield Municipal Trust, MFS Intermediate High Income Fund, MFS Intermediate Income Trust, MFS Investment Grade Municipal Trust, MFS Multimarket Income Trust, and MFS Municipal Income Trust, (e

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