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Not Investment Advice

CXH

MFS Investment Grade Municipal Trust
1W: -3.0% 1M: -2.0% 3M: +0.5% YTD: +1.3% 1Y: +3.9% 3Y: +24.8% 5Y: +1.6%
$8.00
-0.03 (-0.37%)
After Hours: $6.94 (-1.06, -13.25%)
ETF NYSE · AUM $65.6M
ETF-Level Metrics
AUM$66M
Holdings
Top 10 Wt—%
Beta0.73
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 399 154.0%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 399 holdings · Page 1 of 8
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Matagorda County Navigation District No 1 Private 3.16% $2.1M 2,000,000
2 Michigan Technological University Private 2.54% $1.7M 1,675,000
3 Puerto Rico Sales Tax Financing Corp Sales Tax Revenue Private 2.49% $1.7M 1,816,000
4 Tender Option Bond Trust Receipts/Certificates Bond 2.13% $1.4M 1,180,000
5 Montgomery County Water Control & Improvement District No 1 Private 1.60% $1.1M 1,115,000
6 Fort Bend County Municipal Utility District No 170 Bond 1.59% $1.1M 1,080,000
7 Northlake Municipal Management District No 2 Bond 1.56% $1.0M 1,125,000
8 Texas Water Development Board Private 1.51% $1.0M 1,000,000
9 Tulsa County Industrial Authority Private 1.50% $1.0M 1,050,000
10 Pennsylvania Economic Development Financing Authority Private 1.49% $995,289 1,000,000
11 Build NYC Resource Corp Private 1.43% $956,692 1,000,000
12 Mississippi Home Corp Private 1.43% $953,601 1,000,000
13 Kaufman County Fresh Water Supply District No 4A Private 1.40% $932,529 1,000,000
14 MFS Institutional Money Market Portfolio Cash 1.38% $918,242 918,150
15 Virginia Housing Development Authority Private 1.34% $890,787 920,000
16 Salt Verde Financial Corp Private 1.29% $857,863 795,000
17 Hillsborough County Industrial Development Authority Private 1.24% $826,114 1,000,000
18 Black Belt Energy Gas District Private 1.19% $792,350 750,000
19 Massachusetts Port Authority Private 1.16% $775,970 750,000
20 New York Liberty Development Corp Private 1.16% $775,926 800,000
21 California Community Choice Financing Authority Private 1.16% $772,784 735,000
22 City of Chicago IL Private 1.11% $742,635 750,000
23 Tender Option Bond Trust Receipts/Certificates Bond 1.07% $710,944 710,000
24 Connecticut State Health & Educational Facilities Authority Private 0.99% $658,880 675,000
25 Public Finance Authority Private 0.98% $652,856 635,000
26 North Carolina Turnpike Authority Private 0.97% $644,638 655,000
27 Maricopa County Unified School District No 60 Higley Private 0.96% $640,615 640,000
28 Philadelphia Authority for Industrial Development Private 0.95% $636,968 645,000
29 Tennessee Energy Acquisition Corp Private 0.93% $621,569 610,000
30 Wisconsin Health & Educational Facilities Authority Private 0.89% $593,628 700,000
31 Lehigh County Authority Private 0.88% $586,345 940,000
32 Public Finance Authority Private 0.88% $585,188 700,000
33 Williamsburg Economic Development Authority Private 0.86% $576,652 560,000
34 State of Illinois Private 0.86% $572,614 560,000
35 Wayne County Airport Authority Private 0.85% $570,098 570,000
36 Private Colleges & Universities Authority Private 0.85% $566,355 560,000
37 Chicago O'Hare International Airport Private 0.85% $565,914 560,000
38 Chicago Board of Education Dedicated Capital Improvement Tax Private 0.84% $560,219 555,000
39 County of Cuyahoga OH Private 0.83% $552,463 580,000
40 Tennergy Corp/TN Private 0.82% $548,065 515,000
41 Columbus Regional Airport Authority Private 0.78% $521,801 510,000
42 Tender Option Bond Trust Receipts/Certificates Bond 0.78% $517,238 475,000
43 State of Illinois Private 0.77% $515,751 495,000
44 Tender Option Bond Trust Receipts/Certificates Bond 0.77% $510,516 475,000
45 Omaha Airport Authority Private 0.76% $505,083 500,000
46 Medical Center Educational Building Corp Private 0.74% $494,099 580,000
47 New York City Housing Development Corp Private 0.74% $492,061 505,000
48 State of Illinois Private 0.73% $490,006 475,000
49 Lakes at Centerra Metropolitan District No 2 Private 0.72% $482,934 500,000
50 New York Transportation Development Corp Private 0.72% $482,790 490,000
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms