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SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to MFS Investment Grade Municipal Trust
SEC Filings (Chronological Order)
本頁面提供了一個完整的、按時間順序排列的美國證券交易委員會（SEC）申報文件列表，不包括我們在其他地方提供的所有權申報。
| May 19, 2026 |
Calculation of Filing Fee Tables Table 1: Transaction Valuation Exhibit (s) Calculation of Filing Fee Tables Table 1: Transaction Valuation Transaction Valuation Fee Rate Amount of Filing Fee Fees to be Paid Fees Previously Paid 1 $ 34,660,562. |
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| May 19, 2026 |
MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES FINAL RESULTS OF TENDER OFFER Exhibit (a)(5)(v) For Immediate Release Media contact: Dan Flaherty, +1 617.954.4256 For shareholders/advisors: Brian Mastrullo, +1 617.954.7940 MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES FINAL RESULTS OF TENDER OFFER BOSTON (May 18, 2026) – MFS® Investment Grade Municipal Trust (the “Fund”) (NYSE: CXH) announced today that, in accordance with its tender offer for up to 50% of the Fund’s outst |
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| May 19, 2026 |
united states SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE TO TENDER OFFER STATEMENT UNDER SECTION 14(D)(1) OR 13(E)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 3) MFS Investment Grade Municipal Trust (Name of Subject Company (Issuer)) MFS Investment Grade Municipal Trust (Name of Filing Person (Issuer)) Common Shares, Without Par (Title of Class of Securities) 5 |
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| May 13, 2026 |
united states SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE TO TENDER OFFER STATEMENT UNDER SECTION 14(D)(1) OR 13(E)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 2) MFS Investment Grade Municipal Trust (Name of Subject Company (Issuer)) MFS Investment Grade Municipal Trust (Name of Filing Person (Issuer)) Common Shares, Without Par (Title of Class of Securities) 5 |
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| May 13, 2026 |
MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES PRELIMINARY RESULTS OF TENDER OFFER Exhibit (a)(5)(iv) For Immediate Release Media contact: Dan Flaherty, +1 617.954.4256 For shareholders/advisors: Brian Mastrullo, +1 617.954.7940 MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES PRELIMINARY RESULTS OF TENDER OFFER BOSTON (May 13, 2026) – MFS® Investment Grade Municipal Trust (the “Fund”) (NYSE: CXH) announced today that its tender offer for 4,099,610 shares of the Fund’s outstanding |
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| May 13, 2026 |
Calculation of Filing Fee Tables Table 1: Transaction Valuation Exhibit (s) Calculation of Filing Fee Tables Table 1: Transaction Valuation Transaction Valuation Fee Rate Amount of Filing Fee Fees to be Paid Fees Previously Paid 1 $ 34,457,632. |
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| April 13, 2026 |
Exhibit (a)(1)(iv) OFFER BY MFS® INVESTMENT GRADE MUNICIPAL TRUST TO PURCHASE FOR CASH UP TO 50% OF ITS OUTSTANDING COMMON SHARES OF BENEFICIAL INTEREST AT 99% OF NET ASSET VALUE THE OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT 5:00 P. |
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| April 13, 2026 |
Exhibit (a)(1)(i) OFFER BY MFS® INVESTMENT GRADE MUNICIPAL TRUST TO PURCHASE FOR CASH UP TO 50% OF ITS OUTSTANDING COMMON SHARES OF BENEFICIAL INTEREST AT 99% OF NET ASSET VALUE PER SHARE THE TRUST’S OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT 5:00 P. |
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| April 13, 2026 |
MFS INVESTMENT GRADE MUNICIPAL TRUST COMMENCES TENDER OFFER Exhibit (a)(5)(iii) For Immediate Release Media contacts: Dan Flaherty, +1 617.954.4256 For shareholders/advisors: Brian Mastrullo, +1 617.954.7940 MFS INVESTMENT GRADE MUNICIPAL TRUST COMMENCES TENDER OFFER BOSTON (April 13, 2026) – MFS Investment Grade Municipal Trust (the “Fund”) (NYSE: CXH) today commenced a cash tender offer for the Fund’s common shares. The Fund is offering to purchase up to |
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| April 13, 2026 |
united states SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE TO TENDER OFFER STATEMENT UNDER SECTION 14(D)(1) OR 13(E)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 1) MFS Investment Grade Municipal Trust (Name of Subject Company (Issuer)) MFS Investment Grade Municipal Trust (Name of Filing Person (Issuer)) Common Shares, Without Par (Title of Class of Securities) 5 |
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| April 13, 2026 |
Exhibit (a)(1)(iii) OFFER BY MFS® INVESTMENT GRADE MUNICIPAL TRUST TO PURCHASE FOR CASH UP TO 50% OF ITS OUTSTANDING COMMON SHARES OF BENEFICIAL INTEREST AT 99% OF NET ASSET VALUE THE OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT 5:00 P. |
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| April 13, 2026 |
Exhibit (s) Calculation of Filing Fee Tables Table 1: Transaction Valuation Transaction Valuation Fee Rate Amount of Filing Fee Fees to be Paid 1 $ 34,457,632. |
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| April 13, 2026 |
Exhibit (a)(1)(ii) LETTER OF TRANSMITTAL Regarding Common Shares MFS® Investment Grade Municipal Trust Tendered Pursuant to the Offer to Purchase Dated April 13, 2026 The Offer to Purchase and withdrawal rights will expire, and this Letter of Transmittal (which together with the Offer to Purchase constitute the “Offer”) must be received by 5:00 p. |
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| April 13, 2026 |
Exhibit (a)(1)(v) Instructions for Withdrawal of Previously Tendered Common Shares of Beneficial Interest of MFS® Investment Grade Municipal Trust If you tendered to MFS® Investment Grade Municipal Trust, a Massachusetts business trust registered under the Investment Company Act of 1940, as amended, as a closed-end management investment company (the “Fund”), in connection with the offer by the Fun |
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| March 4, 2026 |
united states SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE TO TENDER OFFER STATEMENT UNDER SECTION 14(D)(1) OR 13(E)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 MFS Investment Grade Municipal Trust (Name of Subject Company (Issuer)) MFS Investment Grade Municipal Trust (Name of Filing Person (Issuer)) Common Shares, Without Par (Title of Class of Securities) 59318B108 (CUSIP Nu |
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| March 4, 2026 |
MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES TENDER OFFER Exhibit 99.1 For Immediate Release Media contacts: Dan Flaherty, +1 617.954.4256 For shareholders/advisors: Brian Mastrullo, +1 617.954.7940 MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES TENDER OFFER BOSTON, MA (March 4, 2026) – MFS Investment Management® (MFS®) announced today that the Board of Trustees (the “Board”) of MFS Investment Grade Municipal Trust (the “Fund”) (NYSE: CXH), a closed-end |
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| August 22, 2025 |
UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant [X] Filed by a Party Other Than the Registrant [ ] Check the Appropriate Box: [ ] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [X] Definitive Pr |
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| August 19, 2025 |
MFS® INVESTMENT MANAGEMENT 111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-5000 MFS® INVESTMENT MANAGEMENT 111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-5000 August 19, 2025 VIA EDGAR (as Correspondence) United States Securities and Exchange Commission 100 F Street, N. |
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| January 3, 2025 |
CXH / MFS Investment Grade Municipal Trust / SIT INVESTMENT ASSOCIATES INC - JOINT FILING AGREEMENT EXHIBIT A Joint Filing Agreement The undersigned agree that the statement on this Schedule 13G with respect to the common stock of MFS Investment Grade Municipal Trust is, and any amendments thereto (including amendments on Schedule 13D) signed by each of the undersigned shall be, filed on behalf of each of them pursuant to and in accordance with the provisions of Rule 13d-1(k)(1) under the Securities Exchange Act of 1934, as amended. |
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| October 1, 2024 |
CXH / MFS Investment Grade Municipal Trust / JPMorgan Chase Bank, N.A. - SC 13G/A Passive Investment SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* MFS Investment Grade Municipal Trust (Name of Issuer) Remarketable Variable Rate MuniFund Term Preferred Shares, Series 2051 (Title of Class of Securities) 59318B603 (CUSIP Number) September 5, 2024 (Date of Event Which Requires Filing of this S |
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| September 26, 2024 |
CXH / MFS Investment Grade Municipal Trust / Bulldog Investors, LLP Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 MFS Investment Grade Municipal Trust (Name of Issuer) Common Stock (Title of Class of Securities) 59318B108 (CUSIP Number) 02/29/2024 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule i |
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| September 3, 2024 |
CXH / MFS Investment Grade Municipal Trust / JPMorgan Chase Bank, N.A. - SC 13G/A Passive Investment SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* MFS Investment Grade Municipal Trust (Name of Issuer) Remarketable Variable Rate MuniFund Term Preferred Shares, Series 2051 (Title of Class of Securities) 59318B603 (CUSIP Number) August 2, 2024 (Date of Event Which Requires Filing of this Stat |
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| August 23, 2024 |
UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant [X] Filed by a Party Other Than the Registrant [ ] Check the Appropriate Box: [ ] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [X] Definitive Pr |
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| May 1, 2024 |
SC 13D/A 1 formsc13da.htm FORM SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A Under the Securities Exchange Act of 1934 (Amendment No. 4)* MFS INVESTMENT GRADE MUNICIPAL TRUST (Name of Issuer) Common Shares, No par value (Title of Class of Securities) 59318B108 (CUSIP Number) Saba Capital Management, L.P. 405 Lexington Avenue 58th Floor New York, NY |
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| February 14, 2024 |
CXH / MFS Investment Grade Municipal Trust / Almitas Capital LLC Passive Investment SC 13G 1 cxh.htm html> UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.)* MFS Investment Grade Municipal Trust (Name of Issuer) Common Stock (Title of Class of Securities) 59318B108 (CUSIP Number) 1460 4th Street, Suite 300 Santa Monica, CA 90401 (Name, Address and Telephone Number of Person Authorized to |
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| January 30, 2024 |
Exhibit A: Agreement to make joint filings. EX-7.A 2 fp0086979-1ex7a.htm Exhibit A: Agreement to make joint filings. Agreement made as of the 29th day of January 2024, by and among Bulldog Investors, LLP, Phillip Goldstein and Andrew Dakos. WHEREAS, Rule 13d-1(k)(1) under the Securities Exchange Act of 1934 provides that whenever two or more persons are required to file a statement containing the information required by Schedule 13G with re |
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| January 30, 2024 |
CXH / MFS Investment Grade Municipal Trust / Bulldog Investors, LLP Passive Investment SC 13G 1 fp0086979-1sc13g.htm SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 MFS Investment Grade Municipal Trust (Name of Issuer) Common Stock (Title of Class of Securities) 59318B108 (CUSIP Number) 12/31/2023 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which t |
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| January 10, 2024 |
SC 13D/A 1 formsc13da.htm FORM SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A Under the Securities Exchange Act of 1934 (Amendment No. 3)* MFS INVESTMENT GRADE MUNICIPAL TRUST (Name of Issuer) Common Shares, No par value (Title of Class of Securities) 59318B108 (CUSIP Number) Saba Capital Management, L.P. 405 Lexington Avenue 58th Floor New York, NY |
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| December 26, 2023 |
SC 13D/A 1 formsc13da.htm FORM SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A Under the Securities Exchange Act of 1934 (Amendment No. 2)* MFS INVESTMENT GRADE MUNICIPAL TRUST (Name of Issuer) Common Shares, No par value (Title of Class of Securities) 59318B108 (CUSIP Number) Saba Capital Management, L.P. 405 Lexington Avenue 58th Floor New York, NY |
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| December 1, 2023 |
CXH / MFS Investment Grade Municipal Trust / JPMorgan Chase Bank, N.A. - SC 13G/A Passive Investment SC 13G/A 1 d929709dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* MFS Investment Grade Municipal Trust (Name of Issuer) Remarketable Variable Rate MuniFund Term Preferred Shares, Series 2051 (Title of Class of Securities) 59318B603 (CUSIP Number) November 3, 2023 (Date of Event Wh |
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| November 14, 2023 |
CALCULATION OF FILING FEE TABLES Schedule TO Exhibit (s) EXHIBIT S CALCULATION OF FILING FEE TABLES Schedule TO (Form Type) MFS Investment Grade Municipal Trust (Exact Name of Registrant as Specified in its Charter) Table 1: Transaction Valuation Transaction Valuation Fee rate Amount of Filing Fee (c) Fees to Be Paid $6,954,764. |
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| November 14, 2023 |
Exhibit (a)(5)(v) For Immediate Release Media contacts: Dan Flaherty, +1 617.954.4256 For shareholders/advisors: Jeffrey Schwarz, +1 617.954.5872 MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES FINAL RESULTS OF TENDER OFFER BOSTON (November 13, 2023) – MFS® Investment Grade Municipal Trust (the “Fund”) (NYSE: CXH) announced today that, in accordance with its tender offer for up to 10% of the Fund’s |
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| November 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE TO TENDER OFFER STATEMENT UNDER SECTION 14(D)(1) OR 13(E)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 3) MFS Investment Grade Municipal Trust (Name of Subject Company (Issuer)) MFS Investment Grade Municipal Trust (Name of Filing Person (Issuer)) Common Shares, Without Par (Title of Class of Securities) 5 |
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| November 13, 2023 |
SC 13D/A 1 formsc13da.htm FORM SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A Under the Securities Exchange Act of 1934 (Amendment No. 1)* MFS INVESTMENT GRADE MUNICIPAL TRUST (Name of Issuer) Common Shares, No par value (Title of Class of Securities) 59318B108 (CUSIP Number) Saba Capital Management, L.P. 405 Lexington Avenue 58th Floor New York, NY |
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| November 7, 2023 |
CALCULATION OF FILING FEE TABLES Schedule TO Exhibit (s) EXHIBIT S CALCULATION OF FILING FEE TABLES Schedule TO (Form Type) MFS Investment Grade Municipal Trust (Exact Name of Registrant as Specified in its Charter) Table 1: Transaction Valuation Transaction Valuation (a) Fee rate Amount of Filing Fee (b) Fees to Be Paid — 0. |
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| November 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE TO TENDER OFFER STATEMENT UNDER SECTION 14(D)(1) OR 13(E)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 2) MFS Investment Grade Municipal Trust (Name of Subject Company (Issuer)) MFS Investment Grade Municipal Trust (Name of Filing Person (Issuer)) Common Shares, Without Par (Title of Class of Securities) 5 |
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| November 7, 2023 |
MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES PRELIMINARY RESULTS OF TENDER OFFER Exhibit (a)(5)(iv) For Immediate Release Media contacts: Dan Flaherty, +1 617.954.4256 For shareholders/advisors: Jeffrey Schwarz, +1 617.954.5872 MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES PRELIMINARY RESULTS OF TENDER OFFER BOSTON (November 7, 2023) – MFS® Investment Grade Municipal Trust (the “Fund”) (NYSE: CXH) announced today that its tender offer for 911,024 shares of the Fund’s outstand |
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| October 6, 2023 |
Exhibit (a)(1)(ii) LETTER OF TRANSMITTAL Regarding Common Shares MFS® Investment Grade Municipal Trust Tendered Pursuant to the Offer to Purchase Dated October 6, 2023 The Offer to Purchase and withdrawal rights will expire, and this Letter of Transmittal (which together with the Offer to Purchase constitute the “Offer”) must be received by 5:00 p. |
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| October 6, 2023 |
Exhibit (a)(1)(i) OFFER BY MFS® INVESTMENT GRADE MUNICIPAL TRUST TO PURCHASE FOR CASH UP TO 10% OF ITS OUTSTANDING COMMON SHARES OF BENEFICIAL INTEREST AT 98% OF NET ASSET VALUE PER SHARE THE TRUST’S OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT 5:00 P. |
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| October 6, 2023 |
Exhibit (a)(1)(iv) OFFER BY MFS® INVESTMENT GRADE MUNICIPAL TRUST TO PURCHASE FOR CASH UP TO 10% OF ITS OUTSTANDING COMMON SHARES OF BENEFICIAL INTEREST AT 98% OF NET ASSET VALUE THE OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT 5:00 P. |
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| October 6, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE TO TENDER OFFER STATEMENT UNDER SECTION 14(D)(1) OR 13(E)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 1) MFS Investment Grade Municipal Trust (Name of Subject Company (Issuer)) MFS Investment Grade Municipal Trust (Name of Filing Person (Issuer)) Common Shares, Without Par (Title of Class of Securities) 5 |
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| October 6, 2023 |
CALCULATION OF FILING FEE TABLES Schedule TO Exhibit (s) EXHIBIT S CALCULATION OF FILING FEE TABLES Schedule TO (Form Type) MFS Investment Grade Municipal Trust (Exact Name of Registrant as Specified in its Charter) Table 1: Transaction Valuation Transaction Valuation (a) Fee rate Amount of Filing Fee (b) Fees to Be Paid $6,865,480. |
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| October 6, 2023 |
MFS INVESTMENT GRADE MUNICIPAL TRUST COMMENCES TENDER OFFER Exhibit (a)(5)(iii) For Immediate Release Media contacts: Dan Flaherty, +1 617.954.4256 For shareholders/advisors: Jeffrey Schwarz, +1 617.954.5872 MFS INVESTMENT GRADE MUNICIPAL TRUST COMMENCES TENDER OFFER BOSTON (October 6, 2023) – MFS® Investment Grade Municipal Trust (the “Fund”) (NYSE: CXH) today commenced a cash tender offer for the Fund’s common shares. The Fund is offering to purchase up |
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| October 6, 2023 |
TENDER OFFER AND STANDSTILL AGREEMENT Exhibit (d) TENDER OFFER AND STANDSTILL AGREEMENT This Tender Offer and Standstill Agreement (the “Agreement”) is made and entered into effective as of the 23th day of August 2023, by and among MFS Investment Grade Municipal Trust (“CXH” or the “Fund”) and Massachusetts Financial Services Company (“MFS” and, together with CXH, the “Fund Parties”), each having its principal place of business at 111 |
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| October 6, 2023 |
Exhibit (a)(1)(iii) OFFER BY MFS® INVESTMENT GRADE MUNICIPAL TRUST TO PURCHASE FOR CASH UP TO 10% OF ITS OUTSTANDING COMMON SHARES OF BENEFICIAL INTEREST AT 98% OF NET ASSET VALUE THE OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT 5:00 P. |
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| October 6, 2023 |
Exhibit (a)(1)(v) Instructions for Withdrawal of Previously Tendered Common Shares of Beneficial Interest of MFS® Investment Grade Municipal Trust If you tendered to MFS® Investment Grade Municipal Trust, a Massachusetts business trust registered under the Investment Company Act of 1940, as amended, as a closed-end management investment company (the “Fund”), in connection with the offer by the Fun |
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| August 30, 2023 |
UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party Other Than the Registrant ☐ Check the Appropriate Box: ☐ Preliminary Proxy Statement ☐ Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy Statem |
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| August 25, 2023 |
MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES TENDER OFFER For Immediate Release Media contacts: Dan Flaherty, +1 617.954.4256 For shareholders/advisors: Jeffrey Schwarz, +1 617.954.5872 MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES TENDER OFFER BOSTON (August 25, 2023) – MFS Investment Management® (MFS®) announced today that the Board of Trustees (the "Board") of MFS Investment Grade Municipal Trust (the "Fund") (NYSE: CXH), a closed-end management inve |
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| August 25, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE TO TENDER OFFER STATEMENT UNDER SECTION 14(D)(1) OR 13(E)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 MFS Investment Grade Municipal Trust (Name of Subject Company (Issuer)) MFS Investment Grade Municipal Trust (Name of Filing Person (Issuer)) Common Shares, Without Par (Title of Class of Securities) 59318B108 (CUSIP Nu |
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| July 24, 2023 |
JOINT FILING AGREEMENT PURSUANT TO RULE 13d-1(k) EXHIBIT 1 JOINT FILING AGREEMENT PURSUANT TO RULE 13d-1(k) The undersigned acknowledge and agree that the foregoing statement on Schedule 13D is filed on behalf of each of the undersigned and that all subsequent amendments to this statement on Schedule 13D shall be filed on behalf of each of the undersigned without the necessity of filing additional joint filing agreements. |
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| July 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. )* MFS INVESTMENT GRADE MUNICIPAL TRUST (Name of Issuer) Common Shares, No par value (Title of Class of Securities) 59318B108 (CUSIP Number) Saba Capital Management, L.P. 405 Lexington Avenue 58th Floor New York, NY 10174 Attention: Michael D'Angelo (212) 54 |
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| April 24, 2023 |
NPORT-EX 3 NPORT523D439266160223.htm Quarterly Report February 28, 2023 MFS® Investment Grade Municipal Trust CXH-Q1 Portfolio of Investments 2/28/23 (unaudited) The Portfolio of Investments is a complete list of all securities owned by your fund. It is categorized by jurisdiction. Issuer Shares/Par Value ($) Municipal Bonds - 161.3% Alabama - 2.8% Alabama Southeast Energy Authority Commodity Supp |
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| February 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1)* MFS INVESTMENT GRADE MUNICIPAL TRUST (Name of Issuer) Common Stock, No par value (Title of Class of Securities) 59318B108 (CUSIP Number) December 31, 2022 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate th |
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| November 28, 2022 |
SC 13G 1 formsc13g.htm FORM SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* MFS INVESTMENT GRADE MUNICIPAL TRUST (Name of Issuer) Common Stock, No par value (Title of Class of Securities) 59318B108 (CUSIP Number) November 18, 2022 (Date of Event which Requires Filing of this Statement) Check the |
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| October 25, 2022 |
Quarterly Report August 31, 2022 MFS® Investment Grade Municipal Trust CXH-Q3 Portfolio of Investments 8/31/22 (unaudited) The Portfolio of Investments is a complete list of all securities owned by your fund. |
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| August 26, 2022 |
UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party Other Than the Registrant ☐ Check the Appropriate Box: ☐ Preliminary Proxy Statement ☐ Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy Statem |
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| April 25, 2022 |
Quarterly Report February 28, 2022 MFS® Investment Grade Municipal Trust CXH-Q1 Portfolio of Investments 2/28/22 (unaudited) The Portfolio of Investments is a complete list of all securities owned by your fund. |
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| October 25, 2021 |
Quarterly Report August 31, 2021 MFS® Investment Grade Municipal Trust CXH-Q3 Portfolio of Investments 8/31/21 (unaudited) The Portfolio of Investments is a complete list of all securities owned by your fund. |
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| August 27, 2021 |
UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ? Filed by a Party Other Than the Registrant ? Check the Appropriate Box: ? Preliminary Proxy Statement ? Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy Statem |
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| August 10, 2021 |
CXH / MFS Investment Grade Municipal Trust / CITIGROUP INC - SC 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G* (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2 (AMENDMENT NO. 1)* MFS Investment Grade Municipal Trust (Name of Issuer) Variable Rate Municipal Term Preferred Shares, Series 2019/3 (Title of Class of Securities) 59318B-5 |
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| August 10, 2021 |
AGREEMENT AS TO JOINT FILING OF SCHEDULE 13G EXHIBIT 1 AGREEMENT AS TO JOINT FILING OF SCHEDULE 13G Each of the undersigned hereby affirms that it is individually eligible to use Schedule 13G, and agrees that this Schedule 13G is filed on its behalf. |
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| August 3, 2021 |
CXH / MFS Investment Grade Municipal Trust / JPMorgan Chase Bank, N.A. - SC 13G Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* MFS Investment Grade Municipal Trust (Name of Issuer) Variable Rate MuniFund Term Preferred Shares, Series 2051 (Title of Class of Securities) 59318B603 (CUSIP Number) July 20, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropr |
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| April 23, 2021 |
NPORT-EX 2 NPORT523D5935134226.htm Quarterly Report February 28, 2021 MFS® Investment Grade Municipal Trust CXH-Q1 Portfolio of Investments 2/28/21 (unaudited) The Portfolio of Investments is a complete list of all securities owned by your fund. It is categorized by jurisdiction. Issuer Shares/Par Value ($) Municipal Bonds - 150.2% Alabama - 1.9% Birmingham, AL, Airport Authority Rev., BAM, 4%, 7/ |
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| February 12, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4) * MFS Investment Grade Municipal Trust (Name of Issuer) Common Stock (Title of Class of Securities) 59318B108 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of This Statement) Check the appropriate box to designate the rule pursuant |
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| October 26, 2020 |
(a) Non-income producing security. (d) In default. Quarterly Report August 31, 2020 MFS® Investment Grade Municipal Trust CXH-Q3 Portfolio of Investments 8/31/20 (unaudited) The Portfolio of Investments is a complete list of all securities owned by your fund. |
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| August 20, 2020 |
- MFS MULTI CLOSED END FUND DEF 14A MFS MULTI CLOSED END FUND DEF 14A UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| April 23, 2020 |
Quarterly Report February 29, 2020 MFS? Investment Grade Municipal Trust Portfolio of Investments 2/29/20 (unaudited) The Portfolio of Investments is a complete list of all securities owned by your fund. |
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| February 14, 2020 |
CXH / MFS Investment Grade Municipal Trust / Karpus Management, Inc. Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13 G Under the Securities Exchange Act of 1934 (Amendment No. 3) * MFS Investment Grade Municipal Trust (CXH) (Name of Issuer) Common Stock (Title of Class of Securities) 59318B108 (CUSIP Number) December 31, 2019 (Date of Event Which Requires Filing of This Statement) Check the appropriate box to designate the rule p |
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| January 29, 2020 |
111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-4384 / Fax 617-954-7723 111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-4384 / Fax 617-954-7723 January 29, 2020 VIA EDGAR (as Correspondence) United States Securities and Exchange Commission 100 F Street, N. |
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| October 25, 2019 |
CXH / MFS Investment Grade Municipal Trust NPORT-EX - - Quarterly Report August 31, 2019 MFS® Investment Grade Municipal Trust Portfolio of Investments 8/31/19 (unaudited) The Portfolio of Investments is a complete list of all securities owned by your fund. |
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| August 22, 2019 |
MCR / MFS Charter Income Trust DEF 14A - - MFS MULTI CLOSED END FUND DEF 14A MFS MULTI CLOSED END FUND DEF 14A UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| April 22, 2019 |
MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| April 22, 2019 |
MFS INVESTMENT GRADE MUNICIPAL TRUST EX-99.CERT 2 d712628dex99cert.htm CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, James O. Yost, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in lig |
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| February 14, 2019 |
CXH / MFS Investment Grade Municipal Trust / Karpus Management, Inc. Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13 G Under the Securities Exchange Act of 1934 (Amendment No. 2) * MFS Investment Grade Municipal Trust (CXH) (Name of Issuer) Common Stock (Title of Class of Securities) 59318b108 (CUSIP Number) December 31, 2018 (Date of Event Which Requires Filing of This Statement) Check the appropriate box to designate the rule p |
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| October 24, 2018 |
MFS INVESTMENT GRADE MUNICIPAL TRUST EX-99.CERT 2 d614291dex99cert.htm CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, James O. Yost, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in lig |
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| October 24, 2018 |
MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| August 24, 2018 |
CXH / MFS Investment Grade Municipal Trust / Karpus Management, Inc. Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13 G Under the Securities Exchange Act of 1934 (Amendment No. 1) * MFS Investment Grade Municipal Trust (CXH) (Name of Issuer) Common Stock (Title of Class of Securities) 59318B108 (CUSIP Number) December 31, 2017 (Date of Event Which Requires Filing of This Statement) Check the appropriate box to designate the rule p |
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| August 23, 2018 |
MCR / MFS Charter Income Trust MFS MULTI CLOSED END FUND DEF 14A MFS MULTI CLOSED END FUND DEF 14A UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| May 4, 2018 |
MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES FINAL RESULTS OF TENDER OFFER PRESS RELEASE ISSUED ON MAY 4, 2018 For Immediate Release Contacts: Dan Flaherty, +1 617. |
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| May 4, 2018 |
MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I/A AMENDMENT NO. 2 AS FILED WITH THE SECURITIES AND EXCHANGE COMMISSION ON MAY 4, 2018 SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE TO Tender Offer Statement Under Section 14(D)(1) or 13(E)(1) of the Securities Exchange Act Of 1934 Amendment No. 2 MFS Investment Grade Municipal Trust (Name of Subject Company (Issuer)) MFS Investment |
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| May 3, 2018 |
MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I/A AMENDMENT NO. 1 AS FILED WITH THE SECURITIES AND EXCHANGE COMMISSION ON MAY 3, 2018 SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE TO Tender Offer Statement Under Section 14(D)(1) or 13(E)(1) of the Securities Exchange Act Of 1934 MFS Investment Grade Municipal Trust (Name of Subject Company (Issuer)) MFS Investment Grade Municipal |
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| May 3, 2018 |
MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES PRELIMINARY RESULTS OF TENDER OFFER PRESS RELEASE ISSUED ON MAY 3, 2018 For Immediate Release Contacts: Dan Flaherty, +1 617. |
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| April 18, 2018 |
MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| April 18, 2018 |
MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, James O. Yost, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under whic |
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| April 3, 2018 |
FORM OF LETTER TO CLIENTS Exhibit (a)(1)(iv) OFFER BY MFS® INVESTMENT GRADE MUNICIPAL TRUST TO PURCHASE FOR CASH UP TO 7. |
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| April 3, 2018 |
FORM OF LETTER OF TRANSMITTAL Exhibit (a)(1)(ii) LETTER OF TRANSMITTAL Regarding Common Shares MFS® Investment Grade Municipal Trust Tendered Pursuant to the Offer to Purchase Dated April 3, 2018 The Offer and withdrawal rights will expire, and this Letter of Transmittal must be received by 5:00 p. |
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| April 3, 2018 |
TENDER OFFER AND STANDSTILL AGREEMENT STANDSTILL AGREEMENT Exhibit (d)(iii) TENDER OFFER AND STANDSTILL AGREEMENT This Tender Offer and Standstill Agreement (the “Agreement”) is made and entered into effective as of the 11 day of July 2017, by and among MFS Investment Grade Municipal Trust (“CXH” or the “Trust”) and Massachusetts Financial Services Company (“MFS” and, together with CXH, the “Fund Parties”), each having its principal place of business at 111 Huntington Avenue, Boston, MA 02199, and Karpus Management, Inc. |
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| April 3, 2018 |
OFFER TO PURCHASE Table of Contents Exhibit (a)(1)(i) OFFER BY MFS® INVESTMENT GRADE MUNICIPAL TRUST TO PURCHASE FOR CASH UP TO 7. |
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| April 3, 2018 |
CXH / MFS Investment Grade Municipal Trust MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| April 3, 2018 |
FORM OF LETTER TO BROKERS, DEALERS Exhibit (a)(1)(iii) OFFER BY MFS® INVESTMENT GRADE MUNICIPAL TRUST TO PURCHASE FOR CASH UP TO 7. |
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| April 3, 2018 |
FORM OF NOTICE OF WITHDRAWAL Exhibit (a)(1)(v) Instructions for Withdrawal of Previously Tendered Common Shares of Beneficial Interest of MFS® Investment Grade Municipal Trust If you tendered to MFS® Investment Grade Municipal Trust, a Massachusetts business trust registered under the Investment Company Act of 1940 as a closed-end management investment company (the “Fund”), in connection with the offer by the Fund to purchase for cash up to 7. |
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| April 3, 2018 |
MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES TENDER OFFER PRESS RELEASE Exhibit (a)(5)(iii) For Immediate Release Contacts: Dan Flaherty, +1 617. |
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| March 12, 2018 |
CXH / MFS Investment Grade Municipal Trust MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-C MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-C UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| March 12, 2018 |
MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES TENDER OFFER PRESS RELEASE For Immediate Release Contacts: Dan Flaherty, +1 617.954.4256 James Aber, +1 617.954.6154 MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES TENDER OFFER BOSTON (March 12, 2018) – MFS Investment Grade Municipal Trust (the “fund”) (NYSE: CXH) announced today that it will conduct a cash tender offer to purchase up to 7.5 percent of the fund’s outstanding common shares (the “shares”) at a p |
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| February 14, 2018 |
CXH / MFS Investment Grade Municipal Trust / Karpus Management, Inc. Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13 G Under the Securities Exchange Act of 1934 (Amendment No. 1) MFS Investment Grade Municipal Trust (CXH) (Name of Issuer) Common Stock (Title of Class of Securities) 59318B108 (CUSIP Number) December 31, 2017 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pur |
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| October 26, 2017 |
MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, James O. Yost, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under whic |
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| October 26, 2017 |
Mfs Investment Grade Municipal Trust - MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| October 10, 2017 |
CXH / MFS Investment Grade Municipal Trust / Karpus Management, Inc. Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13 G Under the Securities Exchange Act of 1934 MFS Investment Grade Municipal Trust (CXH) (Name of Issuer) Common Stock (Title of Class of Securities) 59318B108 (CUSIP Number) September 30, 2017 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which th |
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| September 8, 2017 |
MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES FINAL RESULTS OF TENDER OFFER PRESS RELEASE ISSUED ON SEPTEMBER 8, 2017. For Immediate Release Contacts: Dan Flaherty, +1 617.954.4256 James Aber, +1 617.954.6154 MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES FINAL RESULTS OF TENDER OFFER BOSTON (September 8, 2017) ? MFS Investment Grade Municipal Trust (the ?fund?) (NYSE: CXH) announced today that, in accordance with its tender offer for up to 15 percent of the fund?s outsta |
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| September 8, 2017 |
MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I/A - AMENDMENT NO. 2 AS FILED WITH THE SECURITIES AND EXCHANGE COMMISSION ON SEPTEMBER 8, 2017 SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE TO Tender Offer Statement Under Section 14(D)(1) or 13(E)(1) of the Securities Exchange Act Of 1934 Amendment No. 2 MFS Investment Grade Municipal Trust (Name of Subject Company (Issuer)) MFS In |
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| September 7, 2017 |
MFS Investment Grade Municipal Trust MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I/A AMENDMENT NO. 1 MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I/A AMENDMENT NO. 1 AS FILED WITH THE SECURITIES AND EXCHANGE COMMISSION ON SEPTEMBER 7, 2017 SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE TO Tender Offer Statement Under Section 14(D)(1) or 13(E)(1) of the Securities Exchange Act Of 1934 MFS Investment Grade Municipal Trust (Name of Subject Company (Issuer)) MFS Investment Grade Mun |
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| September 7, 2017 |
MFS Investment Management 111 Huntington Ave., Boston, MA 02199 # # # PRESS RELEASE ISSUED ON SEPTEMBER 7, 2017. For Immediate Release Contacts: Dan Flaherty, +1 617.954.4256 James Aber, +1 617.954.6154 MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES PRELIMINARY RESULTS OF TENDER OFFER BOSTON (September 7, 2017) ? MFS Investment Grade Municipal Trust (the ?fund?) (NYSE: CXH) announced today that its tender offer for 1,738,044 of its outstanding common shares (the ?sh |
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| August 24, 2017 |
MFS Charter Income Trust MFS MULTI CLOSED END FUND DEF 14A MFS MULTI CLOSED END FUND DEF 14A UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| August 8, 2017 |
EX-99.(A)(1)(II) 3 d425172dex99a1ii.htm FORM OF LETTER OF TRANSMITTAL Exhibit (a)(1)(ii) LETTER OF TRANSMITTAL Regarding Common Shares MFS® Investment Grade Municipal Trust Tendered Pursuant to the Offer to Purchase Dated August 8, 2017 The Offer and withdrawal rights will expire, and this Letter of Transmittal must be received by 5:00 p.m., Eastern Standard Time, on September 6, 2017, unless the |
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| August 8, 2017 |
FORM OF LETTER TO BROKERS, DEALERS Exhibit (a)(1)(iii) OFFER BY MFS? INVESTMENT GRADE MUNICIPAL TRUST TO PURCHASE FOR CASH UP TO 15% OR 1,738,044 OF ITS OUTSTANDING COMMON SHARES OF BENEFICIAL INTEREST AT 98% OF NET ASSET VALUE THE OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT 5:00 P. |
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| August 8, 2017 |
FORM OF LETTER TO CLIENTS Exhibit (a)(1)(iv) OFFER BY MFS? INVESTMENT GRADE MUNICIPAL TRUST TO PURCHASE FOR CASH UP TO 15% OR 1,738,044 OF ITS OUTSTANDING COMMON SHARES OF BENEFICIAL INTEREST AT 98% OF NET ASSET VALUE THE OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT 5:00 P. |
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| August 8, 2017 |
EX-99.(A)(1)(I) 2 d425172dex99a1i.htm OFFER TO PURCHASE Table of Contents Exhibit (a)(1)(i) OFFER BY MFS® INVESTMENT GRADE MUNICIPAL TRUST TO PURCHASE FOR CASH UP TO 15% OR 1,738,044 OF ITS OUTSTANDING COMMON SHARES OF BENEFICIAL INTEREST AT 98% OF NET ASSET VALUE PER SHARE THE TRUST’S OFFER AND WITHDRAWAL RIGHTS WILL EXPIRE AT 5:00 P.M., EASTERN STANDARD TIME ON SEPTEMBER 6, 2017, UNLESS THE OFFE |
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| August 8, 2017 |
MFS Investment Grade Municipal Trust MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| August 8, 2017 |
MFS INVESTMENT GRADE MUNICIPAL TRUST COMMENCES TENDER OFFER PRESS RELEASE ISSUED ON AUGUST 8, 2017. Exhibit (a)(5)(iii) For Immediate Release Contacts: Dan Flaherty, +1 617.954.4256 James Aber, +1 617.954.6154 MFS INVESTMENT GRADE MUNICIPAL TRUST COMMENCES TENDER OFFER BOSTON (August 8, 2017) ? MFS Investment Grade Municipal Trust (the ?Fund?) (NYSE: CXH) today commenced a cash tender offer for the Fund?s common shares. The Fund is offering to purchase up |
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| August 8, 2017 |
TENDER OFFER AND STANDSTILL AGREEMENT Exhibit (d)(iii) TENDER OFFER AND STANDSTILL AGREEMENT This Tender Offer and Standstill Agreement (the ?Agreement?) is made and entered into effective as of the 11 day of July 2017, by and among MFS Investment Grade Municipal Trust (?CXH? or the ?Trust?) and Massachusetts Financial Services Company (?MFS? and, together with CXH, the ?Fund Parties?), each having its principal place of business at 111 Huntington Avenue, Boston, MA 02199, and Karpus Management, Inc. |
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| August 8, 2017 |
FORM OF NOTICE OF WITHDRAWAL Exhibit (a)(1)(v) Instructions for Withdrawal of Previously Tendered Common Shares of Beneficial Interest of MFS? Investment Grade Municipal Trust If you tendered to MFS? Investment Grade Municipal Trust, a Massachusetts business trust registered under the Investment Company Act of 1940 as a closed-end management investment company (the ?Fund?), in connection with the |
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| July 12, 2017 |
CXH / MFS Investment Grade Municipal Trust / Karpus Management, Inc. Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2(a) (Amendment No. 1) 1 MFS Investment Grade Municipal Trust (Name of Issuer) Common Stock (Title of Class of Securities) 59318B108 (CUSIP Number) Daniel Lippincott, Senior T |
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| July 11, 2017 |
MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES TENDER OFFERS PRESS RELEASE For Immediate Release Contacts: Dan Flaherty, +1 617.954.4256 James Aber, +1 617.954.6154 MFS INVESTMENT GRADE MUNICIPAL TRUST ANNOUNCES TENDER OFFERS BOSTON (July 11, 2017) ? MFS Investment Management? (MFS?) announced today that the Board of Trustees (the ?Board?) of MFS Investment Grade Municipal Trust (the ?Fund?) (NYSE: CXH), a closed-end management investment company, authorize |
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| July 11, 2017 |
MFS Investment Grade Municipal Trust MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-C MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-C UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE TO TENDER OFFER STATEMENT UNDER SECTION 14(d)(1) OR 13(e)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 MFS Investment Grade Municipal Trust (Name of Subject Company (Issuer)) MFS Investment Grade Municipal Trust (Names of Filing Persons (Issuer)) Common Shares, Without Par (Title of Class of Securities) 59318B108 (CUSIP Number of Class of Securities) Christopher R. |
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| April 20, 2017 |
MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, James O. Yost, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under whic |
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| April 20, 2017 |
Mfs Investment Grade Municipal Trust - MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| April 12, 2017 |
CXH / MFS Investment Grade Municipal Trust / Karpus Management, Inc. Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2(a) MFS Investment Grade Municipal Trust (Name of Issuer) Common Shares (Title of Class of Securities) 59318B108 (CUSIP Number) Daniel Lippincott, Senior Tax-Sensitive Manage |
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| April 6, 2017 |
111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-4340 / Fax 617-954-7723 111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-4340 / Fax 617-954-7723 April 6, 2017 VIA EDGAR (as Correspondence) United States Securities and Exchange Commission 100 F Street, N. |
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| February 14, 2017 |
CXH / MFS Investment Grade Municipal Trust / Karpus Management, Inc. Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13 G Under the Securities Exchange Act of 1934 (Amendment No. 3) MFS Investment Grade Municipal Trust (CXH) (Name of Issuer) Common Stock (Title of Class of Securities) 59318B108 (CUSIP Number) December 31, 2016 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pur |
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| October 20, 2016 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5785 MFS INVESTMENT GRADE MUNICIPAL TRUST (Exact name of registrant as specified in charter) 111 Huntington Avenue, Boston, Massachusetts 02199 (Address of principal executive offices) (Zip cod |
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| October 20, 2016 |
MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under |
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| August 19, 2016 |
MFS Investment Grade Municipal Trust MFS MULTI CLOSED END FUND DEF 14A MFS MULTI CLOSED END FUND DEF 14A UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| July 25, 2016 |
EX-99.77Q1 OTHR EXHB 2 q771a.txt AMENDED stocktickerAND RESTATED BY-stocktickerLAWS OF MFS INVESTMENT GRADE MUNICIPAL TRUST Article 1. Agreement and Declaration of Trust and Principal Office 1.1. Agreement and Declaration of Trust. These By-Laws shall be subject to the Agreement and Declaration of Trust, as from time to time in effect (the "Declaration of Trust"), of MFS Investment Grade Municipal |
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| July 25, 2016 |
Unknown; AMENDED AND RESTATED BY-LAWS OF MFS INVESTMENT GRADE MUNICIPAL TRUST Article 1. |
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| July 25, 2016 |
Unknown; MFS INVESTMENT GRADE MUNICIPAL TRUST AMENDED AND RESTATED STATEMENT ESTABLISHING AND FIXING THE RIGHTS AND PREFERENCES OF VARIABLE RATE MUNICIPAL TERM PREFERRED SHARES <1> TABLE OF CONTENTS PAGE 1 DEFINITIONS 1 1. |
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| April 28, 2016 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-05785 MFS INVESTMENT GRADE MUNICIPAL TRUST (Exact name of registrant as specified in charter) 111 Huntington Avenue, Boston, Massachusetts 02199 (Address of principal executive offices) (Zip co |
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| April 28, 2016 |
MFS INVESTMENT GRADE MUNICIPAL TRUST EX-99.CERT 2 d128868dex99cert.htm CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, i |
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| April 26, 2016 |
111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-4340 / Fax 617-954-7723 111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-4340 / Fax 617-954-7723 April 26, 2016 VIA EDGAR (as Correspondence) United States Securities and Exchange Commission 100 F Street, N. |
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| April 11, 2016 |
EXHIBIT 1 AGREEMENT AS TO JOINT FILING OF SCHEDULE 13G Each of the undersigned hereby affirms that it is individually eligible to use Schedule 13G, and agrees that this Schedule 13G is filed on its behalf. |
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| April 11, 2016 |
SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G* (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2 (AMENDMENT NO. 1)* MFS Investment Grade Municipal Trust (Name of Issuer) Variable Rate Municipal Term Preferred Shares Series 2016/9 (Title of Class of Securities) 59318B-30 |
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| April 11, 2016 |
SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G* (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2 (AMENDMENT NO. )* MFS Investment Grade Municipal Trust (Name of Issuer) Variable Rate Municipal Term Preferred Shares, Series 2019/3 (Title of Class of Securities) 59318B-50 |
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| April 11, 2016 |
EXHIBIT 1 AGREEMENT AS TO JOINT FILING OF SCHEDULE 13G Each of the undersigned hereby affirms that it is individually eligible to use Schedule 13G, and agrees that this Schedule 13G is filed on its behalf. |
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| February 12, 2016 |
CXH / MFS Investment Grade Municipal Trust / Karpus Management, Inc. Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 2) MFS Investment Grade Municipal Trust (CXH) (Name of Issuer) Common Stock (Title of Class of Securities) 59318B108 (CUSIP Number) December 31, 2015 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pu |
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| February 10, 2016 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 1 )* MFS Investment Grade Municipal Trust - (NAME OF ISSUER) Common Stock - (TITLE OF CLASS OF SECURITIES) 59318B108 - (CUSIP NUMBER) December 31, 2015 - (DATE OF EVENT WHICH REQUIRES FILING OF THIS STATEMENT) Check the appropriate box to designate the rule |
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| November 10, 2015 |
CXH / MFS Investment Grade Municipal Trust / Karpus Management, Inc. Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1) MFS Investment Grade Municipal Trust (CXH) (Name of Issuer) Common Stock (Title of Class of Securities) 59318B108 (CUSIP Number) October 31, 2015 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pur |
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| October 29, 2015 |
MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under |
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| October 29, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5785 MFS INVESTMENT GRADE MUNICIPAL TRUST (Exact name of registrant as specified in charter) 111 Huntington Avenue, Boston, Massachusetts 02199 (Address of principal executive offices) (Zip cod |
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| August 21, 2015 |
MFS Multimarket Income Trust MFS MULTI CLOSED END FUND DEF 14A MFS MULTI CLOSED END FUND DEF 14A UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| August 10, 2015 |
CXH / MFS Investment Grade Municipal Trust / Karpus Management, Inc. Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 MFS Investment Grade Municipal Trust (CXH) (Name of Issuer) Common Stock (Title of Class of Securities) 59318B108 (CUSIP Number) July 31, 2015 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Sch |
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| April 27, 2015 |
MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under |
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| April 27, 2015 |
MFS INVESTMENT GRADE MUNICIPAL TRUST UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| February 11, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. )* MFS Investment Grade Municipal Trust - (NAME OF ISSUER) Common Stock - (TITLE OF CLASS OF SECURITIES) 59318B108 - (CUSIP NUMBER) December 31, 2014 - (DATE OF EVENT WHICH REQUIRES FILING OF THIS STATEMENT) Check the appropriate box to designate the rule pu |
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| October 28, 2014 |
Mfs Investment Grade Municipal Trust - MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| October 28, 2014 |
MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under |
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| August 22, 2014 |
CXH / MFS Investment Grade Municipal Trust DEF 14A - - MFS MULTI CLOSED END FUND DEF 14A UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant x Filed by a Party Other Than the Registrant ? Check the Appropriate Box: ? Preliminary Proxy Statement ? Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) x Definitive Proxy Statem |
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| April 28, 2014 |
MFS INVESTMENT GRADE MUNICIPAL TRUST EX-99.CERT 2 d680763dex99cert.htm CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, i |
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| April 28, 2014 |
Quarterly Schedule of Portfolio Holdings - MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| February 13, 2014 |
UNITED STATES* SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* MFS Investment Grade Municipal Trust - (Name of Issuer) Common - (Title of Class of Securities) 59318B108 - (CUSIP Number) December 31, 2013 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursua |
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| February 13, 2014 |
Exhibit 99.1 EXHIBIT 99.1 - JOINT FILING AGREEMENT The undersigned hereby agree that they are filing this statement jointly pursuant to Rule 13d-1(k)(1). Each of them is responsible for the timely filing of such Schedule 13G and any amendments thereto, and for the completeness and accuracy of the information concerning such person contained therein; but none of them is responsible for the complete |
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| January 21, 2014 |
111 Huntington Avenue, Boston, Massachusetts 02199 Phone 617-954-4340 / Fax 617-954-7723 January 21, 2014 VIA EDGAR (as Correspondence) United States Securities and Exchange Commission 100 F Street, N. |
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| October 30, 2013 |
MFS INVESTMENT GRADE MUNICIPAL TRUST EX-99.CERT 2 d591622dex99cert.htm CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, i |
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| October 30, 2013 |
Quarterly Schedule of Portfolio Holdings - MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| August 22, 2013 |
- MFS MULTI CLOSED END FUND DEF 14A MFS MULTI CLOSED END FUND DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| July 26, 2013 |
EX-99.77Q1 OTHR EXHB 7 q771a.htm EXHIBIT 1 FITCH CRITERIA Rating Closed-End Fund Debt and Preferred Stock Master Criteria Related Criteria Counterparty Criteria for Structured Finance Transactions, March 14, 2011 Rating Market Value Structures, Aug. 16, 2011 Global Bond Fund Rating Criteria, Aug. 16, 2011 Puerto Rico Closed-End Fund Debt and Preferred Stock, Aug. 16, 2011 Related Research Tax-Exem |
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| July 26, 2013 |
Unknown;DocIDIncludeOnDOCIDPRESENTTrueDOCIDTEXT111172401.DOC DocIDTypeSmallFileName111172403.DOCLegacyDocIDFalse 2 220361 As Amended - datelstransMonth12Day13Year0012/13/00 - Article 12, Section 12.10(a)(v) As Amended - datelstransMonth2Day13Year012/13/01 - Article 2.1 As Amended - datelstransMonth5Day8Year015/8/01 - Article 2.1 As Amended - datelstransMonth6Day20Year016/20/01 - Article 2.1; Artic |
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| April 23, 2013 |
Quarterly Schedule of Portfolio Holdings - MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| April 23, 2013 |
MFS INVESTMENT GRADE MUNICIPAL TRUST EX-99.CERT 2 d493575dex99cert.htm CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, i |
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| January 15, 2013 |
UNITED STATES* SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* MFS Investment Grade Municipal Trust - (Name of Issuer) Common - (Title of Class of Securities) 59318B108 - (CUSIP Number) December 31, 2012 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuan |
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| January 15, 2013 |
Exhibit 99.1 EXHIBIT 99.1 - JOINT FILING AGREEMENT The undersigned hereby agree that they are filing this statement jointly pursuant to Rule 13d-1(k)(1). Each of them is responsible for the timely filing of such Schedule 13G and any amendments thereto, and for the completeness and accuracy of the information concerning such person contained therein; but none of them is responsible for the complete |
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| October 24, 2012 |
Quarterly Schedule of Portfolio Holdings - MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| October 24, 2012 |
MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under |
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| October 10, 2012 |
SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G* (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2 (AMENDMENT NO. 3)* MFS INVESTMENT GRADE MUNICIPAL TRUST - (Name of Issuer) Auction Rate Preferred - (Title of Class of Securities) 59318B-20-7 - (CUSIP Number) September 30, |
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| October 10, 2012 |
EX-99.1 2 ex991.txt EXHIBIT 99.1 EXHIBIT 1 - AGREEMENT AS TO JOINT FILING OF SCHEDULE 13G - Each of the undersigned hereby affirms that it is individually eligible to use Schedule 13G, and agrees that this Schedule 13G is filed on its behalf. Dated: October 10, 2012 CITIGROUP GLOBAL MARKETS INC. By: /s/ Ali L. Karshan - Name: Ali L. Karshan Title: Assistant Secretary CITIGROUP FINANCIAL PRODUCTS I |
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| October 9, 2012 |
CXH / MFS Investment Grade Municipal Trust / MORGAN STANLEY - ST EXIT MS&CO Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.2)* MFS INVESTMENT GRADE MUNICIPAL TRUST - (Name of Issuer) Municipal Auction Rate Cumulative Preferred - (Title of Class of Securities) 59318B207 - (CUSIP Number) September 28, 2012 - (Date Of Event which Requires Filing of this Statement) Check the appropri |
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| September 20, 2012 |
- MFS MULTI CLOSED END FUND DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant x Filed by a Party Other Than the Registrant ¨ Check the Appropriate Box: ¨ Preliminary Proxy Statement ¨ Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) x Definitive Proxy Statem |
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| September 19, 2012 |
EXHIBIT 1 - AGREEMENT AS TO JOINT FILING OF SCHEDULE 13G - Each of the undersigned hereby affirms that it is individually eligible to use Schedule 13G, and agrees that this Schedule 13G is filed on its behalf. |
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| September 19, 2012 |
SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G* (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2 (AMENDMENT NO.)* MFS Investment Grade Municipal Trust - (Name of Issuer) Variable Rate Municipal Term Preferred Shares Series 2016/9 - (Title of Class of Securities) 59318B- |
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| September 12, 2012 |
PRESS RELEASE Five MFS Closed-End Funds Announce Final Results of Tender Offers for Municipal Auction Rate Cumulative Preferred Shares BOSTON (September 12, 2012) – MFS® California Municipal Fund (NYSE: CCA), MFS® High Income Municipal Trust (NYSE: CXE), and MFS® Municipal Income Trust (NYSE: MFM) each announced the expiration and final results for its cash tender offer to purchase up to 100% of its outstanding Municipal Auction Rate Cumulative Preferred Shares ("ARPS"). |
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| September 12, 2012 |
- MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I/A MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I/A SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| September 7, 2012 |
- MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I/A AMENDMENT NO. 3 MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I/A AMENDMENT NO. 3 SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE TO Tender Offer Statement Under Section 14(D)(1) or 13(E)(1) of the Securities Exchange Act Of 1934 Amendment No. 3 MFS Investment Grade Municipal Trust (Name of Subject Company (Issuer)) MFS Investment Grade Municipal Trust (Name of Filing Person (Issuer)) Municipal Au |
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| September 7, 2012 |
MFS Closed-End Fund Announcements EX-99.(A)(5)(V) 2 d406457dex99a5v.htm PRESS RELEASE ISSUED BY THE FUND DATED SEPTEMBER 7, 2012 MFS Closed-End Fund Announcements Two MFS Closed-End Funds Announce Preliminary Results of Tender Offers for Municipal Auction Rate Cumulative Preferred Shares BOSTON (September 7, 2012) – MFS® High Yield Municipal Trust (NYSE: CMU) and MFS® Investment Grade Municipal Trust (NYSE: CXH) each announced the |
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| September 7, 2012 |
- MFS PREFERRED SHARES DEFA14A MFS PREFERRED SHARES DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| August 31, 2012 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party Other Than the Registrant ? Check the Appropriate Box: ? Preliminary Proxy Statement ? Confidential for Use of |
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| August 31, 2012 |
Adjournment of Special Shareholder Meetings of ARPS Holders to Thursday, September 6, 2012 EX-99.(A)(5)(IV) 2 d404028dex99a5iv.htm PRESS RELEASE Adjournment of Special Shareholder Meetings of ARPS Holders to Thursday, September 6, 2012 BOSTON (August 31, 2012) — MFS® California Municipal Fund (NYSE: CCA), MFS® High Income Municipal Trust (NYSE: CXE), and MFS® Municipal Income Trust (NYSE: MFM) (each an “Adjourned Fund”) each announced the adjournment of a special meeting of its holders |
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| August 31, 2012 |
- MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I/A AMENDMENT NO. 2 MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I/A AMENDMENT NO. 2 SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE TO Tender Offer Statement Under Section 14(D)(1) or 13(E)(1) of the Securities Exchange Act Of 1934 Amendment No. 2 MFS Investment Grade Municipal Trust (Name of Subject Company (Issuer)) MFS Investment Grade Municipal Trust (Name of Filing Person (Issuer)) Municipal Au |
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| August 23, 2012 |
- MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I/A SC TO-I/A 1 d402184dsctoia.htm MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I/A SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE TO Tender Offer Statement Under Section 14(D)(1) or 13(E)(1) of the Securities Exchange Act Of 1934 Amendment No. 1 MFS Investment Grade Municipal Trust (Name of Subject Company (Issuer)) MFS Investment Grade Municipal Trust (Name of Filing Person (Issuer |
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| August 23, 2012 |
- MFS CLOSED END FUNDS DEFA14A MFS CLOSED END FUNDS DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| August 23, 2012 |
SCRIPT FURNISHED FOR MAKING SOLICITATIONS IN CONNECTION WITH THE PROXY Meeting Date: August 31, 2012 Outbound Script Good (morning, afternoon, evening) my name is (AGENT’S FULL NAME). |
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| August 10, 2012 |
MFS CLOSED END FUND DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| August 9, 2012 |
SEC COVER LETTER MASSACHUSETTS FINANCIAL SERVICES COMPANY 500 Boylston Street, Boston, Massachusetts 02116-3741 617-954-5000 August 9, 2012 VIA EDGAR Securities and Exchange Commission 450 Fifth Street, N. |
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| August 9, 2012 |
EX-99.(A)(1)(V) 6 d380138dex99a1v.htm FORM OF LETTER TO CLIENTS Offer by Each of MFS® Municipal Income Trust MFS® Investment Grade Municipal Trust MFS® California Municipal Fund MFS® High Income Municipal Trust MFS® High Yield Municipal Trust (each a “Fund,” collectively the “Funds”) to Purchase for Cash Up To 100% of Its Outstanding Preferred Shares (MFS Municipal Income Trust; Municipal Auction |
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| August 9, 2012 |
MFS PREFERRED SHARES CORRESPONDENCE 500 Boylston Street, Boston, Massachusetts 02116-3741 Phone 617-954-4085 August 9, 2012 VIA EDGAR (as Correspondence) United States Securities and Exchange Commission 100 F Street, N. |
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| August 9, 2012 |
- MFS CLOSED END FUNDS DEFA14A MFS CLOSED END FUNDS DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| August 9, 2012 |
- MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I MFS INVESTMENT GRADE MUNICIPAL TRUST SC TO-I SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| August 9, 2012 |
Questions and Answers Script for MFS Closed-End Fund Tender Offers EX-99.(A)(1)(VII) 8 d380138dex99a1vii.htm SCRIPT FURNISHED FOR MAKING SOLICITATIONS IN CONNECTION WITH THE TENDER OFFER Questions and Answers Script for MFS Closed-End Fund Tender Offers WHO IS OFFERING TO BUY MY PREFERRED SHARES? Each of MFS® California Municipal Fund, MFS® High Income Municipal Trust, MFS® High Yield Municipal Trust, MFS® Investment Grade Municipal Trust and MFS® Municipal Incom |
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| August 9, 2012 |
Five MFS Municipal Closed-End Funds Commence Issuer Tender Offers for Auction Rate Preferred Shares PRESS RELEASE ISSUED ON JULY 25,2012 Five MFS Municipal Closed-End Funds Commence Issuer Tender Offers for Auction Rate Preferred Shares BOSTON (August 9, 2012) — MFS® Municipal Income Trust (NYSE: MFM), MFS® Investment Grade Municipal Trust (NYSE: CXH), MFS® California Municipal Fund (NYSE: CCA), MFS® High Income Municipal Trust (NYSE: CXE), and MFS® High Yield Municipal Trust (NYSE: CMU) each announced today that it commenced an issuer tender offer for up to 100% of its outstanding auction rate preferred shares (ARPS) at a price equal to 95% of the ARPS’ per share liquidation preference of $25,000, or $23,750 per share, plus any unpaid dividends accrued through September 7, 2012, the expiration date of the tender offers. |
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| August 9, 2012 |
EX-99.(A)(1)(II) 3 d380138dex99a1ii.htm FORM OF LETTER OF TRANSMITTAL LETTER OF TRANSMITTAL To Tender Preferred Shares (Designated Municipal Auction Rate Cumulative Preferred Shares Series M) of MFS® Investment Grade Municipal Trust Pursuant to the Offer to Purchase Dated August 9, 2012 THE OFFER AND WITHDRAWAL RIGHTS EXPIRE AT 8:00 A.M., NEW YORK CITY TIME, ON SEPTEMBER 7, 2012, UNLESS THE OFFER |
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| August 9, 2012 |
SCRIPT FURNISHED FOR MAKING SOLICITATIONS IN CONNECTION WITH THE PROXY Meeting Date: August 31, 2012 Outbound Script Good (morning, afternoon, evening) my name is (AGENT’S FULL NAME). |
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| August 9, 2012 |
EX-99.(A)(1)(I) 2 d380138dex99a1i.htm OFFER TO PURCHASE Table of Contents Offer by Each of MFS® MUNICIPAL INCOME TRUST MFS® INVESTMENT GRADE MUNICIPAL TRUST MFS® CALIFORNIA MUNICIPAL FUND MFS® HIGH INCOME MUNICIPAL TRUST MFS® HIGH YIELD MUNICIPAL TRUST (each a “Fund”) To Purchase for Cash Up to 100% of Its Outstanding Preferred Shares (MFS Municipal Income Trust; Municipal Auction Rate Cumulative |
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| August 9, 2012 |
EX-99.(A)(1)(IV) 5 d380138dex99a1iv.htm FORM OF LETTER TO BROKERS,DEALERS Offer by Each of MFS® Municipal Income Trust MFS® Investment Grade Municipal Trust MFS® California Municipal Fund MFS® High Income Municipal Trust MFS® High Yield Municipal Trust (each a “Fund,” collectively the “Funds”) to Purchase for Cash Up To 100% of Its Outstanding Preferred Shares (MFS Municipal Income Trust; Municipa |
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| August 9, 2012 |
EX-99.(A)(1)(VI) 7 d380138dex99a1vi.htm FORM OF NOTICE OF WITHDRAWAL Instructions for Withdrawal of Previously Tendered Preferred Shares of MFS® Municipal Income Trust MFS® Investment Grade Municipal Trust MFS® California Municipal Fund MFS® High Income Municipal Trust MFS® High Yield Municipal Trust (each a “Fund,” collectively the “Funds”) If you tendered to any of the Funds, each a Massachusett |
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| August 9, 2012 |
FORM OF NOTICE OF GUARANTEED DELIVERY NOTICE OF GUARANTEED DELIVERY To Tender Preferred Shares Of MFS® Municipal Income Trust, MFS® Investment Grade Municipal Trust, MFS® California Municipal Fund, MFS® High Income Municipal Trust, or MFS® High Yield Municipal Trust (each a “Fund,” collectively the “Funds”) Pursuant to the Offer to Purchase Dated August 9, 2012 This form, or a form substantially e |
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| August 9, 2012 |
- MFS CLOSED END FUNDS DEF 14A MFS CLOSED END FUNDS DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| July 9, 2012 |
- MFS CLOSED END FUNDS PRE 14A MFS CLOSED END FUNDS PRE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| July 9, 2012 |
- MFS INVESTMENT GRADE MUNICIPAL TRUST MFS Investment Grade Municipal Trust SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| July 9, 2012 |
SEC COVER LETTER MASSACHUSETTS FINANCIAL SERVICES COMPANY 500 Boylston Street, Boston, Massachusetts 02116-3741 617-954-5000 July 9, 2012 VIA EDGAR Securities and Exchange Commission 450 Fifth Street, N. |
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| July 9, 2012 |
Press Release EX 99.1 Five MFS Municipal Closed-End Funds Announce Intention to Conduct Issuer Tender Offers for Auction Rate Preferred Shares BOSTON, MA, (July 6, 2012) — MFS Municipal Income Trust (NYSE: MFM), MFS Investment Grade Municipal Trust (NYSE: CXH), MFS California Municipal Fund (NYSE: CCA), MFS High Income Municipal Trust (NYSE: CXE), and MFS High Yield Municipal Trust (NYSE: CMU) tod |
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| April 19, 2012 |
MFS INVESTMENT GRADE MUNICIPAL TRUST EX-99.CERT 2 d306885dex99cert.htm CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, David L. DiLorenzo, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, i |
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| April 19, 2012 |
Quarterly Schedule of Portfolio Holdings - MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q MFS INVESTMENT GRADE MUNICIPAL TRUST N-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| October 25, 2011 |
MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, John M. Corcoran, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under w |
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| October 25, 2011 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5785 MFS INVESTMENT GRADE MUNICIPAL TRUST (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 (Address of principal executive offices) (Zip code) |
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| August 24, 2011 |
UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant x Filed by a Party Other Than the Registrant ? Check the Appropriate Box: ? Preliminary Proxy Statement ? Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) x Definitive Proxy Statem |
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| July 26, 2011 |
SUB-ITEM 77D Effective March 31, 2011, in determining the credit quality of debt instruments, MFS will use the following methodology: if three Nationally Recognized Statistical Rating Organizations ("NRSROs") have assigned a rating to a debt instrument, MFS will use the middle rating; if two NRSROs have assigned a rating to a debt instrument, MFS will use the lower rating; if only one NRSRO has assigned a rating to a debt instrument, MFS will use that rating; and, a debt instrument will be considered unrated if none of the NRSROs have assigned a rating. |
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| April 25, 2011 |
MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, John M. Corcoran, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under w |
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| April 25, 2011 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-05785 MFS INVESTMENT GRADE MUNICIPAL TRUST (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 (Address of principal executive offices) (Zip code |
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| October 28, 2010 |
MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, John M. Corcoran, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under w |
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| October 28, 2010 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5785 MFS INVESTMENT GRADE MUNICIPAL TRUST (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 (Address of principal executive offices) (Zip code) |
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| August 25, 2010 |
UNITED STATED SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant x Filed by a Party Other Than the Registrant ? Check the Appropriate Box: ? Preliminary Proxy Statement ? Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) x Definitive Proxy Statem |
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| April 23, 2010 |
MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, John M. Corcoran, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under w |
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| April 23, 2010 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5785 MFS INVESTMENT GRADE MUNICIPAL TRUST (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 (Address of principal executive offices) (Zip code) |
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| February 12, 2010 |
- OMB APPROVAL - OMB Number: 3235-0145 Expires: February 28, 2009 Estimated average burden hours per response. |
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| February 3, 2010 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 2)* MFS INVESTMENT GRADE MUNICIPAL TRUST - - (Name of Issuer) Auction Rate Preferred - - (Title of Class of Securities) 59318B-20-7 (See Item 2(e)) - (CUSIP Number) December 31, 2009 - - (Date of Event Which Requires Filing of this Statement) Check the appro |
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| February 3, 2010 |
EXHIBIT 1 - AGREEMENT AS TO JOINT FILING OF SCHEDULE 13G - Each of the undersigned hereby affirms that it is individually eligible to use Schedule 13G, and agrees that this Schedule 13G is filed on its behalf. |
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| October 22, 2009 |
MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, John M. Corcoran, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under w |
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| October 22, 2009 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5785 MFS INVESTMENT GRADE MUNICIPAL TRUST (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 (Address of principal executive offices) (Zip code) |
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| August 26, 2009 |
UNITED STATE SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant x Filed by a Party Other Than the Registrant ? Check the Appropriate Box: ? Preliminary Proxy Statement ? Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) x Definitive Proxy Stateme |
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| April 24, 2009 |
MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, John M. Corcoran, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under w |
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| April 24, 2009 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5785 MFS INVESTMENT GRADE MUNICIPAL TRUST (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 (Address of principal executive offices) (Zip code) |
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| February 12, 2009 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 1)* MFS INVESTMENT GRADE MUNICIPAL TRUST - - (Name of Issuer) Auction Rate Preferred - - (Title of Class of Securities) 59318B-20-7 (See Item 2(e)) - (CUSIP Number) December 31, 2008 - - (Date of Event Which Requires Filing of this Statement) Check the appro |
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| February 12, 2009 |
EXHIBIT 1 - AGREEMENT AS TO JOINT FILING OF SCHEDULE 13G - Each of the undersigned hereby affirms that it is individually eligible to use Schedule 13G, and agrees that this Schedule 13G is filed on its behalf. |
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| January 12, 2009 |
- OMB APPROVAL - OMB Number: 3235-0145 Expires: February 28, 2009 Estimated average burden hours per response. |
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| December 9, 2008 |
EXHIBIT 1 - AGREEMENT AS TO JOINT FILING OF SCHEDULE 13G - Each of the undersigned hereby affirms that it is individually eligible to use Schedule 13G, and agrees that this Schedule 13G is filed on its behalf. |
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| December 9, 2008 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO.)* MFS INVESTMENT GRADE MUNICIPAL TRUST - - (Name of Issuer) Auction Rate Preferred - - (Title of Class of Securities) 59318B-20-7 (See Item 2(e)) - (CUSIP Number) November 30, 2008 - - (Date of Event Which Requires Filing of this Statement) Check the appropr |
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| October 29, 2008 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5785 MFS INVESTMENT GRADE MUNICIPAL TRUST (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 (Address of principal executive offices) (Zip code) |
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| October 29, 2008 |
MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATIONS EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, Maria F. Dwyer, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under whi |
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| September 25, 2008 |
SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 FILED BY THE REGISTRANT [X] FILED BY A PARTY OTHER THAN THE REGISTRANT [ ] - - CHECK THE APPROPRIATE BOX: [ ] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [ ] Definitive Proxy Statement [X] Definitive Additional Materials [ ] Soliciting Material Pursuant to sec. |
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| September 8, 2008 |
SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 FILED BY THE REGISTRANT [X] FILED BY A PARTY OTHER THAN THE REGISTRANT [ ] - - CHECK THE APPROPRIATE BOX: [ ] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [ ] Definitive Proxy Statement [X] Definitive Additional Materials [ ] Soliciting Material Pursuant to sec. |
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| August 22, 2008 |
Due to printer's error an incorrect version of the DEF 14A was filed with the SEC on August 21, 2008. |
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| August 21, 2008 |
SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 FILED BY THE REGISTRANT [X] FILED BY A PARTY OTHER THAN THE REGISTRANT [ ] - - CHECK THE APPROPRIATE BOX: [ ] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [X] Definitive Proxy Statement [ ] Definitive Additional Materials [ ] Soliciting Material Pursuant to sec. |
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| July 29, 2008 |
February 26, 2008 As Amended dateYear00Day13Month12lstrans12/13/00 Article 12, Section 12. |
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| July 29, 2008 |
129112 SUB-ITEM 77D The Board of Trustees of MFS Investment Grade Municipal Trust (CXH) has approved changes to the investment objective and policies of the fund. |
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| July 24, 2008 |
SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 FILED BY THE REGISTRANT [X] FILED BY A PARTY OTHER THAN THE REGISTRANT [ ] - - CHECK THE APPROPRIATE BOX: [X] Preliminary Proxy Statement [ ] Confidential for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [ ] Definitive Proxy Statement [ ] Definitive Additional Materials [ ] Soliciting Material Pursuant to sec. |
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| April 25, 2008 |
MFS INVESTMENT GRADE MUNICIPAL TRUST Certifications EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, Maria F. Dwyer, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under whi |
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| April 25, 2008 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5785 MFS INVESTMENT GRADE MUNICIPAL TRUST (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 (Address of principal executive offices) (Zip code) |
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| December 28, 2007 |
MFS Fund Distributors, Inc. 500 Boylston St., Boston, MA 02109 Press Release Exhibit 99.1 MFS Investment Grade Municipal Trust Announces Revisions to Investment Objective and Strategies BOSTON (December 21, 2007) – The Board of Trustees of MFS Investment Grade Municipal Trust* (NYSE: CXH) has approved changes to the investment objective and policies of the fund. Effective December 21, 2007, CXH’s current investment objective of seeking “as high a level of aft |
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| December 28, 2007 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15 (d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 21, 2007 MFS Investment Grade Municipal Trust (Exact Name of Registrant as Specified in Charter) Massachusetts 811-5785 04-3046360 (State or Other Jurisdiction of Incorporat |
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| October 29, 2007 |
EX-99.CERT MFS INVESTMENT GRADE MUNICIPAL TRUST CERTIFICATION I, Tracy Atkinson, certify that: 1. I have reviewed this report on Form N-Q of MFS Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such stateme |
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| October 29, 2007 |
MFS INVESTMENT GRADE MUNICIPAL TRUST UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-5785 - - MFS INVESTMENT GRADE MUNICIPAL TRUST - - (Exact name of registrant as specified in charter) 500 Boylston Street, Boston, Massachusetts 02116 - - (Address of principal executive offices |
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| July 27, 2007 |
QUESTION 70P 1 YES QUESTION 70P 2 YES TRUST FUND NAME COLONIAL INVESTMENT GRADE MUNICIPAL FUND Colonial Investment Grade Municipal Fund COLONIAL INVESTMENT GRADE MUNICIPAL FUND Colonial Investment Grade Municipal Fund COLONIAL INVESTMENT GRADE MUNICIPAL FUND Colonial Investment Grade Municipal Fund COLONIAL INVESTMENT GRADE MUNICIPAL FUND Colonial Investment Grade Municipal Fund COLONIAL INVESTMEN |
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| July 27, 2007 |
77E Legal Proceedings On February 9, 2005, Columbia Management Advisors, Inc. (which has since merged into Banc of America Capital Management, LLC (now named Columbia Management Advisors, LLC)) ("Columbia") and Columbia Funds Distributor, Inc. (which has been renamed Columbia Management Distributors, Inc.) (the "Distributor") (collectively, the "Columbia Group") entered into an Assurance of Discon |
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| May 2, 2007 |
COLUMBIA MANAGEMENT / COLONIAL CLOSED END PROXY- MULTI-FUND UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A (RULE 14a-101) SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant Filed by a Party other than the Registrant Check the appropriate box: [ ] Preliminary Proxy Statement. |
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| April 27, 2007 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0578 Expires: May 31, 2007 Estimated average burden hours per response........21.09 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-5785 Colonial Investment Grade Municipal Trust (Exact name of registrant as speci |
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| April 27, 2007 |
I, J. Kevin Connaughton, certify that: Exhibit 99.CERT I, J. Kevin Connaughton, certify that: 1. I have reviewed this report on Form N-Q of Colonial Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with |
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| April 13, 2007 |
COLUMBIA MANAGEMENT COLONIAL CLOSED END PROXY/MULTI-FUND UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A (RULE 14a-101) SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant Filed by a Party other than the Registrant Check the appropriate box: Preliminary Proxy Statement. |
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| October 27, 2006 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0578 Expires: May 31, 2007 Estimated average burden hours per response........21.09 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-5785 Colonial Investment Grade Municipal Trust (Exact name of registrant as speci |
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| October 27, 2006 |
Exhibit 99.Cert I, J. Kevin Connaughton, certify that: 1. I have reviewed this report on Form N-Q of Colonial Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with |
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| July 27, 2006 |
Colonial Investment Grade Municipal Trust 77E Legal Proceedings On February 9, 2005, Columbia Management Advisors, Inc. |
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| April 28, 2006 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0578 Expires: February 28, 2006 Estimated average burden hours per response........20.0 FORM N-Q QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED MANAGEMENT INVESTMENT COMPANY Investment Company Act file number 811-5785 Colonial Investment Grade Municipal Trust (Exact name of registrant as s |
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| April 28, 2006 |
I, J. Kevin Connaughton, certify that: Exhibit 99.CERT I, J. Kevin Connaughton, certify that: 1. I have reviewed this report on Form N-Q of Colonial Investment Grade Municipal Trust; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with |
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| April 21, 2006 |
COLONIAL REVISED NOTICE AND PROXY OMB APPROVAL - OMB Number: 3235-0059 Expires: January 31, 2008 Estimated average burden hours per response. |
