As of the latest SEC filings, MFS INVESTMENT GRADE (CXH) is held by 7 institutional funds. The largest fund shareholder is Special Opportunities Fund, Inc. (SPE), holding an estimated $1,964,892.81 in market value, representing 1.17% of its portfolio.
Funds holding MFS INVESTMENT GRADE (CXH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CXH
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SPE
Special Opportunities Fund, Inc.
|
CEF | Independent / Boutique | 1.17% | $1,964,892.81 | 245,919 | Mar 31, 2026 | Jun 1, 2026 |
|
IOBZX
ICON FLEXIBLE BOND FUND
|
MF | Independent / Boutique | 0.41% | $1,928,562.28 | 241,372 | Mar 31, 2026 | Jun 1, 2026 |
|
SWZ
Total Return Securities Fund
|
CEF | Independent / Boutique | 2.07% | $1,917,600.00 | 240,000 | Mar 31, 2026 | Jun 1, 2026 |
|
RFMZ
RiverNorth Flexible Municipal Income Fund II Inc.
|
CEF | Independent / Boutique | 0.51% | $1,739,135.36 | 217,664 | Mar 31, 2026 | May 28, 2026 |
|
MDFIX
Matisse Discounted Bond CEF Strategy
|
MF | Independent / Boutique | 0.72% | $383,504.02 | 47,998 | Mar 31, 2026 | May 22, 2026 |
|
-
Multi-Hedge Strategies Fund
|
ETF | Independent / Boutique | 0.01% | $2,333.08 | 292 | Mar 31, 2026 | Jun 1, 2026 |
|
RYIMX
Guggenheim Multi-Hedge Strategies Fund
|
MF | Independent / Boutique | 0.01% | $862.92 | 108 | Mar 31, 2026 | Jun 1, 2026 |
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