MXE on NYSE

MEXICO EQUITY & INCOME FUND INC

MEXICO EQUITY & INCOME FUND INC is a fund registered in the United States, based in Mexico City, active since 1990.² Its shares trade on NYSE under the symbol MXE.²

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Last updated Oct 21, 2026.

Overview

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TickerMXE on NYSE²
HeadquartersMexico City, Mexico²
Incorporated inMD³
Business addressUltimus Fund Solutions, 225 Pictoria Drive, Suite 450, Cincinnati, Oh 45246³
Legal formStock Corporation²
Kind of organizationFund²
LEI549300Q0OD8MQEFTBY23²
StatusActive²
LEI statusLapsed (not renewed)²
Registered addressC/O THE CORPORATION TRUST, INCORPORATED, 21093 Timonium, United States²
Registered withBusiness Services (Maryland Department of Assessments and Taxation), D03022548²

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Corporate structure

MEXICO EQUITY & INCOME FUND INC sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of MEXICO EQUITY & INCOME FUND INC

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Filed SCHEDULE 13G/A on MEXICO EQUITY & INCOME FUND INC, latest May 15, 2026 (8 filings since Feb 11, 2022)
CSS LLC/IL Filed SCHEDULE 13G/A on MEXICO EQUITY & INCOME FUND INC, latest Feb 13, 2026 (3 filings since Nov 12, 2021)
Matisse Capital Filed SCHEDULE 13G on MEXICO EQUITY & INCOME FUND INC, latest Nov 12, 2024
Bulldog Investors, LLP Filed SC 13G/A on MEXICO EQUITY & INCOME FUND INC, latest Feb 13, 2023 (2 filings since Jan 31, 2022)

MEXICO EQUITY & INCOME FUND INC Mexico City, Mexico

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

Leadership

Who has led MEXICO EQUITY & INCOME FUND INC, and when. Pick a name to see everywhere that person has worked.

President

Maria Eugenia Pichardo2012

2010201520202025

PresidentMaria Eugenia Pichardo Aug 6, 2012 to Aug 6, 2012⁴

Board members and other officers (8)

Chief Compliance OfficerStephanie Darling Apr 6, 2020 to Apr 6, 2020⁵
Board memberJaclyn L. Shapiro Apr 1, 2026 to now⁶
Board memberRichard Leo Abraham Dec 22, 2015 to Jan 9, 2023⁷
Board memberMaria Eugenia Pichardo Aug 6, 2012 to Aug 6, 2012⁴
Board memberAndrew Dakos Jan 10, 2006 to Apr 30, 2013⁸
Board memberGlenn Goodstein Jan 10, 2006 to Dec 29, 2011⁹
Board memberPhillip Goldstein Jan 10, 2006 to Oct 18, 2021¹⁰
Board memberRajeev P. Das Jan 10, 2006 to Oct 18, 2021¹¹

Timeline

May 24, 1990Founded MEXICO EQUITY & INCOME FUND INC is founded²

Filings

79 filings to the SEC since October 2021: 7 insider forms, 14 large holders, 58 other. The latest 20:

Oct 15, 20264 PRIMARY DOCUMENT EDGAR
Oct 9, 2026N-CEN EDGAR
Oct 6, 2026N-CSR CERTIFIED ANNUAL SHAREHOLDER REPORT EDGAR
Sep 29, 2026NPORT-P EDGAR
Aug 21, 2026N-PX EDGAR
Jun 29, 2026NPORT-P EDGAR
May 15, 2026SCHEDULE 13G/A EDGAR
Apr 6, 2026N-CSRS CERTIFIED SEMI-ANNUAL SHAREHOLDER REPORT EDGAR
Apr 1, 20263 EDGAR
Mar 26, 2026NPORT-P EDGAR
Feb 13, 2026SCHEDULE 13G/A EDGAR
Jan 8, 2026SCHEDULE 13G/A EDGAR
Dec 23, 2025NPORT-P EDGAR
Nov 4, 2025DEF 14A DEFINITIVE PROXY STATEMENT EDGAR
Oct 9, 2025N-CEN EDGAR
Oct 7, 2025N-CSR CERTIFIED ANNUAL SHAREHOLDER REPORT EDGAR
Sep 24, 202540-17G FIDELITY BOND EDGAR
Sep 12, 2025NPORT-P EDGAR
Aug 27, 2025N-PX EDGAR
Aug 19, 2025SCHEDULE 13G/A EDGAR

The 79 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

CITY OF LONDON INVESTMENT MANAGEMENT CO LTDSCHEDULE 13G/A, 8 filings Feb 11, 2022 to May 15, 2026¹²
CSS LLC/ILSCHEDULE 13G/A, 3 filings Nov 12, 2021 to Feb 13, 2026¹³
Matisse CapitalSCHEDULE 13G, 1 filing Nov 12, 2024¹⁴
Bulldog Investors, LLPSC 13G/A, 2 filings Jan 31, 2022 to Feb 13, 2023¹⁵

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
City Of London Investment Management Co Ltd	1,239,787	$16.1M	1.0%	+11,821
Css Llc/il	291,255	$3.8M	0.3%	−742
Matisse Capital	237,827	$3.1M	1.2%	No change
Saba Capital Management, L.P.	112,415	$1.5M	0.0%	No change
Bulldog Investors, LLP	101,158	$1.3M	0.3%	No change
Atlas Wealth LLC	74,565	$969.8K	0.1%	New
Blue Bell Private Wealth Management, LLC	70,918	$922.4K	0.1%	+47
Shaker Financial Services, LLC	69,997	$910.4K	0.3%	−5,516
Morgan Stanley	29,146	$379.1K	0.0%	−6,906
Lazard Asset Management LLC	27,375	$356.1K	0.0%	−2,320
Susquehanna International Group, Llp	19,335	$251.5K	0.0%	−4,857
Wolverine Asset Management LLC	10,933	$142.2K	0.0%	+10,539
Winmill & Co. Inc	6,000	$78.0K	0.0%	No change
Osaic Holdings, Inc.	2,487	$32.4K	0.0%	+1,926
Signaturefd, LLC	2,488	$32.4K	0.0%	No change
Eastern Bank	1,261	$16.4K	0.0%	No change
Thomas J. Herzfeld Advisors, Inc.	1,103	$14.3K	0.0%	+533
UBS Group AG	1,017	$13.2K	0.0%	+134
Huntington National Bank	1	$13	0.0%	No change
Wells Fargo & Company/mn	1	$13	0.0%	No change

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How MEXICO EQUITY & INCOME FUND INC is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

Name on EDGARMEXICO EQUITY & INCOME FUND INC¹
CIK0000863900
Employer ID (EIN)13-3576061¹
Incorporated inMaryland¹
Fiscal year endsJuly 31¹
Business addressUltimus Fund Solutions, 225 Pictoria Drive, Suite 450, Cincinnati, OH 45246¹
Phone631-470-2704¹
On EDGAR sinceMar 29, 1994¹
Filings565 in all: 4 (78), SC 13G/A (63), DEF 14A (32), SC 13G (32), N-Q (31), 40-17G (26), NPORT-P (26), N-CSR (25)¹
All 57 form types
NSAR-A (25), NSAR-B (24), N-CSRS (23), N-PX (23), N-30D (15), PRE 14A (12), CORRESP (9), N-2/A (9), N-CEN (9), SC TO-I (9), 4/A (8), SC 13D/A (8), SC 13D (7), 3 (6), DEFA14A (6), SCHEDULE 13G/A (6), 497 (5), 40-6C/A (4), 40-APP/A (4), N-2 (4), EFFECT (3), 40-6C (2), 5 (2), DEFS14A (2), DFAN14A (2), NSAR-B/A (2), 25-NSE (1), 3/A (1), 40-33 (1), 40-APP (1), 8-A12B (1), APP NTC (1), APP ORDR (1), CERTNYS (1), DEFC14A (1), N-30B-2 (1), NO ACT (1), NPORT-P/A (1), NSAR-A/A (1), POS 8C (1), POS AMI (1), PREC14A (1), PRES14A (1), SC 13E4 (1), SC 13E4/A (1), SC TO-C (1), SC TO-I/A (1), SCHEDULE 13G (1), UPLOAD (1)
Latest filingsProxy statement (DEF 14A) Nov 4, 2025

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARMEXICO EQUITY & INCOME FUND INC filings on SEC EDGAR
2
GLEIFMEXICO EQUITY & INCOME FUND INC LEI record (549300Q0OD8MQEFTBY23)
3
SEC EDGARMEXICO EQUITY & INCOME FUND INC filings on SEC EDGAR
4
SEC EDGARMaria Eugenia Pichardo, President
5
SEC EDGARStephanie Darling, Chief Compliance Officer
6
SEC EDGARJaclyn L. Shapiro, Board member
7
SEC EDGARRichard Leo Abraham, Board member
8
SEC EDGARAndrew Dakos, Board member
9
SEC EDGARGlenn Goodstein, Board member
10
SEC EDGARPhillip Goldstein, Board member
11
SEC EDGARRajeev P. Das, Board member
12
SEC EDGARCITY OF LONDON INVESTMENT MANAGEMENT CO LTD SCHEDULE 13G/A on MEXICO EQUITY & INCOME FUND INC
13
SEC EDGARCSS LLC/IL SCHEDULE 13G/A on MEXICO EQUITY & INCOME FUND INC
14
SEC EDGARMatisse Capital SCHEDULE 13G on MEXICO EQUITY & INCOME FUND INC
15
SEC EDGARBulldog Investors, LLP SC 13G/A on MEXICO EQUITY & INCOME FUND INC