MFS Investment Grade Municipal Trust Long-term Investment Intensity

Latest as of November 2025: 97.9%

MFS Investment Grade Municipal Trust long-term investment intensity. MFS Investment Grade Municipal Trust (CXH) has a Long-term Investment Intensity of 97.9% as of November 2025. Long-term investments of $113.11 Million represent 97.9% of total assets of $115.51 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Read CXH current and long-term liabilities for a breakdown of total debt and financial obligations.

LT Investment Intensity

97.9%
LT Investments / Total Assets

Long-term Investments

$113.11 Million
USD

Total Assets

$115.51 Million
USD

Country

USA
NYSE

Long-term Investment Intensity of MFS Investment Grade Municipal Trust (2006–2025)

Long-term investment intensity of MFS Investment Grade Municipal Trust from 2006 to 2025. This chart shows how MFS Investment Grade Municipal Trust's Long-term Investment Intensity has evolved across 15 annual periods from 2006 to 2025. As of November 2025, the intensity stands at 97.9%, reflecting long-term investments of $113.11 Million against total assets of $115.51 Million USD.

MFS Investment Grade Municipal Trust Long-term Investment Intensity by Year (2006–2025)

MFS Investment Grade Municipal Trust long-term investment intensity by year from 2006 to 2025. The table below presents the year-by-year Long-term Investment Intensity for MFS Investment Grade Municipal Trust from 2006 to 2025, covering 15 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For the complete balance sheet picture, see CXH asset base.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2025 97.9% $113.11 Million $115.51 Million ▼ -0.6 pp
2024 98.5% $116.72 Million $118.51 Million ▼ 0.0 pp
2023 98.5% $112.78 Million $114.47 Million ▼ -0.1 pp
2022 98.6% $127.30 Million $129.08 Million ▲ +3.7 pp
2021 94.9% $148.42 Million $156.33 Million ▼ -2.4 pp
2020 97.4% $148.97 Million $153.00 Million ▼ -0.7 pp
2019 98.0% $149.33 Million $152.35 Million ▲ +0.7 pp
2018 97.3% $144.49 Million $148.50 Million ▼ -0.5 pp
2017 97.8% $157.18 Million $160.65 Million ▼ -0.2 pp
2016 98.0% $170.65 Million $174.07 Million ▲ +1.2 pp
2015 96.9% $173.70 Million $179.33 Million ▼ -0.8 pp
2014 97.7% $175.93 Million $180.15 Million ▲ +0.1 pp
2008 97.5% $144.07 Million $147.70 Million ▼ -0.3 pp
2007 97.8% $179.40 Million $183.37 Million ▼ -0.6 pp
2006 98.5% $192.82 Million $195.85 Million —
pp = percentage points