Morphic Ethical Equity FundASX:MEC 44 5-Year Yield-on-Cost % is 1.48 as of Jul. 07, 2026, which is 54% below its 10-year median of 3.21. GuruFocus rates ASX:MEC with a GF Score™ of 44/100 and a GF Value™ of A$0.78 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 1,113 Asset Management companies, Morphic Ethical Equity Fund ranks worse than 90.3% on this metric.
The historical rank and industry rank for Morphic Ethical Equity Fund's 5-Year Yield-on-Cost % or its related term are showing as below:
ASX:MEC'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.96 Med: 3.21 Max: 12.37
Current: 1.48
During the past 7 years, Morphic Ethical Equity Fund's highest Yield on Cost was 12.37. The lowest was 0.96. And the median was 3.21.
ASX:MEC's 5-Year Yield-on-Cost % is ranked worse than 90.3% of 1113
companies
in the Asset Management industry
Industry Median: 6.35
vs ASX:MEC: 1.48
Morphic Ethical Equity Fund (ASX:MEC) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Morphic Ethical Equity Fund 5-Year Yield-on-Cost % Related Terms
ASX:MEC vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Morphic Ethical Equity Fund's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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.
Morphic Ethical Equity Fund 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Morphic Ethical Equity Fund's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Morphic Ethical Equity Fund's 5-Year Yield-on-Cost % falls into.
Morphic Ethical Equity Fund 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Morphic Ethical Equity Fund (ASX:MEC) has a 5-Year Yield-on-Cost % of 1.48 as of Jul. 07, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Morphic Ethical Equity Fund and its competitors. This is 54% below median its historical median of 3.21. Over the past decade, Morphic Ethical Equity Fund's 5-Year Yield-on-Cost % has ranged from 0.96 to 12.37. According to the industry distribution chart, Morphic Ethical Equity Fund ranks #1005 out of 1113 companies in the Asset Management industry, placing it in the top 90.3%.
Is Morphic Ethical Equity Fund's 5-Year Yield-on-Cost % too high?
Morphic Ethical Equity Fund's current 5-Year Yield-on-Cost % of 1.48 is 54% below median its 10-year median of 3.21. Over the past 10 years, this metric has ranged from a low of 0.96 to a high of 12.37. The Asset Management industry median 5-Year Yield-on-Cost % is 6.35. Morphic Ethical Equity Fund's value of 1.48 is 76.7% below this industry median. Based on the distribution chart, Morphic Ethical Equity Fund ranks #1005 out of 1113 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Morphic Ethical Equity Fund has a GF Score™ of 44/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Morphic Ethical Equity Fund's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Morphic Ethical Equity Fund ranks #1005 out of 1113 companies for 5-Year Yield-on-Cost %. This places Morphic Ethical Equity Fund in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.35. Morphic Ethical Equity Fund's value of 1.48 is 76.7% below this benchmark. Historically, Morphic Ethical Equity Fund's own 5-Year Yield-on-Cost % has ranged from 0.96 to 12.37 over the past decade. While the company's 10-year median is 3.21 vs. the industry median of 6.35, Morphic Ethical Equity Fund has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.35, based on 1,113 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Morphic Ethical Equity Fund's current 5-Year Yield-on-Cost % of 1.48 is 76.7% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Morphic Ethical Equity Fund and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Morphic Ethical Equity Fund's current 5-Year Yield-on-Cost % is 1.48, which is 54% below median its own 10-year median of 3.21. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Morphic Ethical Equity Fund stock overvalued right now?
Based on GuruFocus' analysis, Morphic Ethical Equity Fund (ASX:MEC) is currently considered Significantly Overvalued. The stock's GF Value™ is A$0.78, compared to a current price of A$1.35 — trading 73.1% above its estimated fair value. The current 5-Year Yield-on-Cost % is 1.48, which is 54% below median its 10-year median of 3.21 and 76.7% below the Asset Management industry median of 6.35. Morphic Ethical Equity Fund's overall GF Score™ is 44/100 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 Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Morphic Ethical Equity Fund (ASX:MEC), the current 5-Year Yield-on-Cost % is 1.48 as of Jul. 07, 2026. 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.
Is Morphic Ethical Equity Fund (ASX:MEC) Overvalued in 2026?
Based on GuruFocus' analysis, Morphic Ethical Equity Fund stock appears to be overvalued.
The current stock price of A$1.35 is trading 73.1% above its estimated GF Value™ of A$0.78.
GuruFocus considers Morphic Ethical Equity Fund to be Significantly Overvalued.
Key valuation signals for ASX:MEC:
5-Year Yield-on-Cost %: 1.48 (54% below median its 10-year median of 3.21)
GF Value™: A$0.78 vs. price of A$1.35 (73.1% above fair value)
Industry Position: 76.7% below the Asset Management median (#1005 of 1113)
No single metric tells the full story. See the ASX:MEC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Morphic Ethical Equity Fund Ltd is an investment company. Its investment objective is to provide superior risk-adjusted returns to shareholders, comprising a combination of capital growth and income, thus allowing franked dividends to be paid to shareholders when prudent, and provided the company has sufficient profit reserves and franking credits available. The company invests in a portfolio of internationally listed securities screened to exclude entities involved in environmentally damaging activities (including coal and uranium, mining and oil and gas), intensive farming and aquaculture, tobacco, armaments, alcohol, and gambling. It earns revenue from dividend income, interest income, and other returns from the investment portfolio.
44GF Score
Get the complete analysis for ASX:MEC
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
ASX:MEC has been successfully added to your 