CXE (Mfs Highome Municipal Trust) 5-Year Yield-on-Cost %: 3.97 (As of Jul. 22, 2026) — Near Median

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CXE Mfs High Income Municipal Trust CXE
14 GF Score
Price $4.10
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What is Mfs Highome Municipal Trust 5-Year Yield-on-Cost %?

Mfs Highome Municipal Trust CXE 14 5-Year Yield-on-Cost % is 3.97 as of Jul. 22, 2026, which is 1% below its 10-year median of 3.99. GuruFocus rates CXE with a GF Score™ of 14/100. The stock has 5 warning signs investors should review. Among 1,116 Asset Management companies, Mfs Highome Municipal Trust ranks worse than 70.97% on this metric.

Mfs Highome Municipal Trust's yield on cost for the quarter that ended in Nov. 2025 was 3.97.


The historical rank and industry rank for Mfs Highome Municipal Trust's 5-Year Yield-on-Cost % or its related term are showing as below:

CXE' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.94   Med: 3.99   Max: 5.67
Current: 3.97


During the past 9 years, Mfs Highome Municipal Trust's highest Yield on Cost was 5.67. The lowest was 2.94. And the median was 3.99.


CXE's 5-Year Yield-on-Cost % is ranked worse than
70.97% of 1116 companies
in the Asset Management industry
Industry Median: 6.45 vs CXE: 3.97

Mfs Highome Municipal Trust  (NYSE:CXE) 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.


Mfs Highome Municipal Trust 5-Year Yield-on-Cost % Related Terms


CXE vs NMT, CGO, JHS: 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, Mfs Highome Municipal Trust'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.


Mfs Highome Municipal Trust 5-Year Yield-on-Cost % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Mfs Highome Municipal Trust's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Mfs Highome Municipal Trust's 5-Year Yield-on-Cost % falls into.


CXE
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Mfs High Income Municipal Trust CXE
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Mfs Highome Municipal Trust 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.

Therefore, Yield-on-Cost of Mfs Highome Municipal Trust is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 3.97 mean?
Mfs Highome Municipal Trust (CXE) has a 5-Year Yield-on-Cost % of 3.97 as of Jul. 22, 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 Mfs Highome Municipal Trust and its competitors. This is near median its historical median of 3.99. Over the past decade, Mfs Highome Municipal Trust's 5-Year Yield-on-Cost % has ranged from 2.94 to 5.67. According to the industry distribution chart, Mfs Highome Municipal Trust ranks #792 out of 1116 companies in the Asset Management industry, placing it in the top 71%.
Is Mfs Highome Municipal Trust's 5-Year Yield-on-Cost % too high?
Mfs Highome Municipal Trust's current 5-Year Yield-on-Cost % of 3.97 is near median its 10-year median of 3.99. Over the past 10 years, this metric has ranged from a low of 2.94 to a high of 5.67. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Mfs Highome Municipal Trust's value of 3.97 is 38.4% below this industry median. Based on the distribution chart, Mfs Highome Municipal Trust ranks #792 out of 1116 companies in the Asset Management industry, which is below the industry midpoint. Overall, Mfs Highome Municipal Trust has a GF Score™ of 14/100, reflecting its overall financial health beyond just this single metric.
How does Mfs Highome Municipal Trust's 5-Year Yield-on-Cost % compare to NMT and CGO?
According to the Asset Management industry distribution chart, Mfs Highome Municipal Trust ranks #792 out of 1116 companies for 5-Year Yield-on-Cost %. This places Mfs Highome Municipal Trust in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. Mfs Highome Municipal Trust's value of 3.97 is 38.4% below this benchmark. Historically, Mfs Highome Municipal Trust's own 5-Year Yield-on-Cost % has ranged from 2.94 to 5.67 over the past decade. While the company's 10-year median is 3.99 vs. the industry median of 6.45, Mfs Highome Municipal Trust 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 6.45, based on 1,116 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. Mfs Highome Municipal Trust's current 5-Year Yield-on-Cost % of 3.97 is 38.4% 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 Mfs Highome Municipal Trust and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Mfs Highome Municipal Trust's current 5-Year Yield-on-Cost % is 3.97, which is near median its own 10-year median of 3.99. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Mfs Highome Municipal Trust stock overvalued right now?
Mfs Highome Municipal Trust (CXE) has a current 5-Year Yield-on-Cost % of 3.97. The current 5-Year Yield-on-Cost % is 3.97, which is near median its 10-year median of 3.99 and 38.4% below the Asset Management industry median of 6.45. Mfs Highome Municipal Trust's overall GF Score™ is 14/100 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 Mfs Highome Municipal Trust (CXE), the current 5-Year Yield-on-Cost % is 3.97 as of Jul. 22, 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.

Mfs Highome Municipal Trust Business Description

Address 111 Huntington Avenue, Boston, MA, USA, 02199
Mfs High Income 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. The fund invests a majority of its net assets, including assets attributable to preferred shares and borrowings for investment purposes, in tax-exempt bonds and tax-exempt notes. The company's investment portfolio has shares from the industry Healthcare, Airports, and Secondary Schools.
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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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