MFS Investment Grade Municipal Trust (CXH) — Long-term Investment Intensity

Latest as of November 2025: 97.9%

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. See working capital position of MFS Investment Grade Municipal Trust to evaluate short-term liquidity relative to the company's equity base.

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

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

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. For the complete balance sheet picture, see CXH asset base.

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

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. Read MFS Investment Grade Municipal Trust total liabilities for a breakdown of total debt and financial obligations.

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