Mexico Equity &Amp; Income Fund Inc (MXE) — SEC Filings
Mexico Equity &Amp; Income Fund Inc (MXE) — 6 SEC filings. Latest: N-CSRS (Apr 6, 2026). Includes 2 DEF 14A, 2 SC 13G/A, 1 N-CSRS.
View Mexico Equity &Amp; Income Fund Inc on SEC EDGAR
Overview
Mexico Equity &Amp; Income Fund Inc (MXE) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a N-CSRS filed on Apr 6, 2026: Mexico Equity & Income Fund Inc. filed its semi-annual shareholder report (N-CSRS) on April 6, 2026, for the period ending January 31, 2026. The filing includes certifications from principal executive officers and adheres to SEC requirements for registered investment companies. The report was accept
Sentiment Summary
Across 6 filings, the sentiment breakdown is: 6 neutral. The dominant filing sentiment for Mexico Equity &Amp; Income Fund Inc is neutral.
Filing Type Overview
Mexico Equity &Amp; Income Fund Inc (MXE) has filed 1 N-CSRS, 1 NPORT-P, 2 DEF 14A, 2 SC 13G/A with the SEC between Feb 2024 to Apr 2026.
Filings by Year
Recent SEC Filings (6)
| Date | Form | Description | Risk |
|---|---|---|---|
| Apr 6, 2026 | N-CSRS | Mexico Equity & Income Fund Files Semi-Annual Report | low |
| Mar 26, 2026 | NPORT-P | Mexico Equity & Income Fund Files NPORT-P, Details Jan 31 Portfolio | |
| Nov 4, 2025 | DEF 14A | MXE Seeks Shareholder Approval for Three Director Re-Elections | low |
| Nov 14, 2024 | SC 13G/A | SC 13G/A Filing | |
| Nov 8, 2024 | DEF 14A | Mexico Equity & Income Fund Files Annual Proxy Statement | low |
| Feb 9, 2024 | SC 13G/A | City of London IM Updates Stake in Mexico Equity & Income Fund | low |
Risk Profile
Risk Assessment: Of MXE's 4 recent filings, 0 were flagged as high-risk, 0 as medium-risk, and 4 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Key Executives
- Glenn Goodstein
- Gerald Hellerman
- Maria Eugenia Pichardo
- David Estevez
Industry Context
The Mexico Equity & Income Fund, Inc. operates within the closed-end fund industry, which is characterized by a fixed number of shares traded on exchanges. These funds often focus on specific geographic regions or asset classes, like MXE's focus on Mexico. The industry faces competition from open-end mutual funds and ETFs, requiring closed-end funds to differentiate through strategy and management expertise.
Top Tags
shareholder-report (1) · regulatory-filing (1) · investment-fund (1) · portfolio-holdings (1) · fund-report (1) · mexico-equity (1) · income-fund (1) · Proxy Statement (1) · Director Elections (1) · Corporate Governance (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| CERTIFIED SEMI-ANNUAL SHAREHOLDER REPORT size | 734721 | Main document size in bytes |
| Complete submission text file size | 2716471 | Total size of the submission in bytes |
| Shares of common stock outstanding | 4,400,209 | As of October 20, 2025, determining voting power |
| Number of directors to be elected | 3 | Two Class III and one Class II Director |
| Year Glenn Goodstein became a Director | 2001 | Indicates long tenure on the Board |
| Year Gerald Hellerman became a Director | 2001 | Indicates long tenure on the Board |
| Year Maria Eugenia Pichardo became a Director and President | 2004 | Indicates long tenure and leadership role |
| Year of Investment Company Act | 1940 | Defines 'interested person' status |
| Number of portfolios in Fund Complex overseen by each director | 1 | The Fund Complex is comprised only of MXE |
| Date of Annual Meeting | December 15, 2025 | When stockholders will vote on director elections |
| Time of Annual Meeting | 11:00 a.m. | Eastern time for the stockholder meeting |
| Majority vote threshold | 50% | Required for director election, meaning 'FOR' votes exceed 50% of votes cast |
| Fiscal Year End | 0731 | Indicates the end of the company's financial reporting period. |
Frequently Asked Questions
What are the latest SEC filings for Mexico Equity &Amp; Income Fund Inc (MXE)?
Mexico Equity &Amp; Income Fund Inc has 6 recent SEC filings from Feb 2024 to Apr 2026, including 2 DEF 14A, 2 SC 13G/A, 1 N-CSRS. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of MXE filings?
Across 6 filings, the sentiment breakdown is: 6 neutral. The dominant sentiment is neutral.
Where can I find Mexico Equity &Amp; Income Fund Inc SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Mexico Equity &Amp; Income Fund Inc (MXE) 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 Mexico Equity &Amp; Income Fund Inc?
Financial highlights for Mexico Equity &Amp; Income Fund Inc 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 MXE?
The investment thesis for MXE includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Mexico Equity &Amp; Income Fund Inc?
Key executives identified across Mexico Equity &Amp; Income Fund Inc's filings include Glenn Goodstein, Gerald Hellerman, Maria Eugenia Pichardo, David Estevez.
What are the main risk factors for Mexico Equity &Amp; Income Fund Inc stock?
Of MXE's 4 assessed filings, 0 were flagged high-risk, 0 medium-risk, and 4 low-risk.
What are recent predictions and forward guidance from Mexico Equity &Amp; Income Fund Inc?
Forward guidance and predictions for Mexico Equity &Amp; Income Fund Inc are extracted from SEC filings as they are enriched.