MFS Investment Grade Municipal Trust Strategic Asset Allocation Index
MFS Investment Grade Municipal Trust strategic asset allocation index. MFS Investment Grade Municipal Trust (CXH) has a Strategic Asset Allocation Index of 160.0% as of November 2025. Strategic assets (PP&E of $- plus long-term investments of $113.11 Million) total $113.11 Million, measured against net assets of $70.68 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See MFS Investment Grade Municipal Trust balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of MFS Investment Grade Municipal Trust (2006–2025)
Strategic asset allocation index of MFS Investment Grade Municipal Trust from 2006 to 2025. This chart shows how MFS Investment Grade Municipal Trust's Strategic Asset Allocation Index has evolved across 15 annual periods from 2006 to 2025. As of November 2025, the index stands at 160.0%, representing strategic assets of $113.11 Million against net assets of $70.68 Million USD. Check CXH tangible net worth ratio to evaluate the tangible quality of the company's equity base.
MFS Investment Grade Municipal Trust Strategic Asset Allocation Index by Year (2006–2025)
MFS Investment Grade Municipal Trust strategic asset allocation index by year from 2006 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for MFS Investment Grade Municipal Trust from 2006 to 2025, covering 15 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see CXH company net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 160.0% | $113.11 Million | $- | $113.11 Million | $70.68 Million | ▲ +1.4 pp |
| 2024 | 158.7% | $116.72 Million | $- | $116.72 Million | $73.57 Million | ▼ -5.3 pp |
| 2023 | 163.9% | $112.78 Million | $- | $112.78 Million | $68.80 Million | ▼ -2.1 pp |
| 2022 | 166.0% | $127.30 Million | $- | $127.30 Million | $76.69 Million | ▲ +15.7 pp |
| 2021 | 150.3% | $148.42 Million | $- | $148.42 Million | $98.77 Million | ▼ -1.7 pp |
| 2020 | 152.0% | $148.97 Million | $- | $148.97 Million | $98.01 Million | ▼ -0.7 pp |
| 2019 | 152.6% | $149.33 Million | $- | $149.33 Million | $97.83 Million | ▼ -3.8 pp |
| 2018 | 156.4% | $144.49 Million | $- | $144.49 Million | $92.36 Million | ▲ +4.0 pp |
| 2017 | 152.4% | $157.18 Million | $- | $157.18 Million | $103.12 Million | ▲ +7.4 pp |
| 2016 | 145.1% | $170.65 Million | $- | $170.65 Million | $117.64 Million | ▲ +4.6 pp |
| 2015 | 140.5% | $173.70 Million | $- | $173.70 Million | $123.65 Million | ▼ -2.1 pp |
| 2014 | 142.6% | $175.93 Million | $- | $175.93 Million | $123.36 Million | ▲ +39.5 pp |
| 2008 | 103.1% | $144.07 Million | $- | $144.07 Million | $139.74 Million | ▲ +4.3 pp |
| 2007 | 98.8% | $179.40 Million | $- | $179.40 Million | $181.59 Million | ▼ -1.3 pp |
| 2006 | 100.1% | $192.82 Million | $- | $192.82 Million | $192.66 Million | — |