MXF MEXICO FUND INC

NEUTRAL Impact: 2/10 8-K
Horizon weeks Filed Jun 5, 2026 Processed 1d 10h ago SEC 0001654954-26-005713
8-K context-dependent: Items 7.01

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Executive Summary

The Mexico Fund filed its monthly summary report for May 2026, a routine regulatory disclosure. The report shows NAV per share of $25.32, a closing price of $22.26 (12.09% discount), and total net assets of $365.16 million. The fund's NAV underperformed the MSCI Mexico Index in May (+2.73% vs +3.19%), and the report notes Moody's downgraded Mexico's sovereign rating from Baa2 to Baa3 with stable outlook, while S&P revised its outlook from stable to negative.

Actionable Insight

Routine monthly report with no material new information. The sovereign rating actions (Moody's downgrade, S&P outlook revision) are macro headwinds for Mexican equities but do not directly affect the fund's operations. Monitor next quarterly earnings for NAV performance relative to benchmark.

Key Facts

  • Total net assets of $365.16 million as of May 31, 2026
  • NAV per share of $25.32; closing price of $22.26 (12.09% discount)
  • MXF NAV returned +2.73% in May vs MSCI Mexico Index +3.19% (underperformance)
  • MXF market price returned +5.30% in May, YTD +14.12%
  • Quarterly distribution of $0.35 per share under Managed Distribution Plan
  • No shares repurchased during May 2026
  • Moody's downgraded Mexico's sovereign rating from Baa2 to Baa3 (stable outlook); S&P affirmed BBB but revised outlook to negative
  • Mexico's central bank cut reference rate by 25 bps to 6.50% in May
  • Mexico's official GDP grew 0.4% annually in Q1 2026

Financial Impact

No material financial impact — routine monthly portfolio disclosure with no new financial results or guidance

Risk Factors

  • Mexican sovereign credit rating downgrade (Moody's Baa2 to Baa3) and negative S&P outlook could pressure Mexican equity valuations
  • Fund trades at a persistent 12.09% discount to NAV, which may widen on macro concerns
  • Underperformance vs MSCI Mexico Index in May (+2.73% vs +3.19%)

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001654954-26-005713
Document: mxf_8k.htm0001654954-26-005713
Document: 0001654954-26-005713-index-headers.html0001654954-26-005713
Document: 0001654954-26-005713-index.html0001654954-26-005713
Document: 0001654954-26-005713.txt0001654954-26-005713
3 reports for MXF
Performance horizon
Filters
Rows
Reports for MXF — sortable, filterable
Type Now
Jun 5, 2026
1d ago
8-K
NEUTRAL ★ 2/10
$22.03 awaiting T+20awaiting T+20$21.40 (−2.84%)
May 7, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$21.81 $22.15▲ +1.56%▼ −1.58%$21.40 (−1.88%)
Apr 7, 2026
8w ago
8-K
NEUTRAL ★ 3/10
$21.00 $20.94▼ −0.27%▼ −10.05%$21.40 (+1.92%)
Showing 3 of 3

US Market Status

Market Closed — Opens Mon (14h 50m)

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