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Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments.
Mfs Investment Grade Municipal Trust's 5-Year RORE % for the quarter that ended in Nov. 2025 was 24.50%.
CXH's 5-Year RORE % is ranked better than 69.12% of 1412
companies
in the Asset Management industry
Industry Median: -3.045
vs CXH: 24.50
Mfs Investment Grade Municipal Trust (NYSE:CXH) 5-Year RORE % Explanation
Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.
There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 5-year period is chosen.
Be Aware
Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.
Mfs Investment Grade Municipal Trust 5-Year RORE % Related Terms
Mfs Investment Grade Municipal Trust 5-Year RORE % Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Mfs Investment Grade Municipal Trust 5-Year RORE % Chart
For the Asset Management subindustry, Mfs Investment Grade Municipal Trust's 5-Year RORE %, along with its competitors' market caps and 5-Year RORE % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Mfs Investment Grade Municipal Trust 5-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Mfs Investment Grade Municipal Trust's 5-Year RORE % distribution charts can be found below:
* The bar in red indicates where Mfs Investment Grade Municipal Trust's 5-Year RORE % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of 5-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Nov. 2025 and 5-year before.
Mfs Investment Grade Municipal Trust (CXH) has a 5-Year RORE % of 24.50 as of Nov. 2025. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on Mfs Investment Grade Municipal Trust and its competitors. According to the industry distribution chart, Mfs Investment Grade Municipal Trust ranks #436 out of 1412 companies in the Asset Management industry, placing it in the top 30.9%.
Is Mfs Investment Grade Municipal Trust's 5-Year RORE % too high?
Mfs Investment Grade Municipal Trust's current 5-Year RORE % is 24.50. Based on the distribution chart, Mfs Investment Grade Municipal Trust ranks #436 out of 1412 companies in the Asset Management industry, which is above the industry midpoint. Overall, Mfs Investment Grade Municipal Trust has a GF Score™ of 16/100, reflecting its overall financial health beyond just this single metric.
How does Mfs Investment Grade Municipal Trust's 5-Year RORE % compare to FCO and FGNX?
According to the Asset Management industry distribution chart, Mfs Investment Grade Municipal Trust ranks #436 out of 1412 companies for 5-Year RORE %. This puts Mfs Investment Grade Municipal Trust in the upper half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year RORE % for an Asset Management company?
A good 5-Year RORE % depends on the Asset Management industry context. However, 5-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year RORE % mean?
A high 5-Year RORE % can signal that a stock is expensive relative to its fundamentals. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on Mfs Investment Grade Municipal Trust and its competitors. Mfs Investment Grade Municipal Trust's current 5-Year RORE % is 24.50. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Mfs Investment Grade Municipal Trust stock overvalued right now?
Mfs Investment Grade Municipal Trust (CXH) has a current 5-Year RORE % of 24.50. The current 5-Year RORE % is 24.50. Mfs Investment Grade Municipal Trust's overall GF Score™ is 16/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year RORE % calculated?
5-Year RORE % is calculated from a company's financial statements. For Mfs Investment Grade Municipal Trust (CXH), the current 5-Year RORE % is 24.50 as of Nov. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Mfs Investment Grade Municipal Trust Business Description
Mfs Investment Grade Municipal Trust is a United States-based diversified closed-end management investment company. Its investment objective is to seek high current income exempt from federal income tax, but may also consider capital appreciation. The fund invests a majority of its net assets, including assets attributable to preferred shares and borrowing for investment purposes, in tax-exempt bonds and tax-exempt notes.
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