HFRO (Highland Opportunities andome Fund) 5-Year Yield-on-Cost %: 2.77 (As of Aug. 02, 2026) — 27% Below Median

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HFRO Highland Opportunities and Income Fund HFRO
39 GF Score
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What is Highland Opportunities andome Fund 5-Year Yield-on-Cost %?

Highland Opportunities andome Fund HFRO +2.31% 39 5-Year Yield-on-Cost % is 2.77 as of Aug. 02, 2026, which is 27% below its 10-year median of 3.80. GuruFocus rates HFRO with a GF Score™ of 39/100. The stock has 4 warning signs investors should review. Among 1,113 Asset Management companies, Highland Opportunities andome Fund ranks worse than 80.32% on this metric.

Highland Opportunities andome Fund's yield on cost for the quarter that ended in Dec. 2025 was 2.77.


The historical rank and industry rank for Highland Opportunities andome Fund's 5-Year Yield-on-Cost % or its related term are showing as below:

HFRO' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.53   Med: 3.8   Max: 8.09
Current: 2.77


During the past 8 years, Highland Opportunities andome Fund's highest Yield on Cost was 8.09. The lowest was 1.53. And the median was 3.80.


HFRO's 5-Year Yield-on-Cost % is ranked worse than
80.32% of 1113 companies
in the Asset Management industry
Industry Median: 6.48 vs HFRO: 2.77

Highland Opportunities andome Fund  (NYSE:HFRO) 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.


Highland Opportunities andome Fund 5-Year Yield-on-Cost % Related Terms


HFRO vs CCAP, ISD, FINS: 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, Highland Opportunities andome 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.


Highland Opportunities andome Fund 5-Year Yield-on-Cost % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Highland Opportunities andome Fund's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Highland Opportunities andome Fund's 5-Year Yield-on-Cost % falls into.


HFRO
39GF Score
Highland Opportunities and Income Fund HFRO
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Highland Opportunities andome 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.

Therefore, Yield-on-Cost of Highland Opportunities andome Fund 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 2.77 mean?
Highland Opportunities andome Fund (HFRO) has a 5-Year Yield-on-Cost % of 2.77 as of Aug. 02, 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 Highland Opportunities andome Fund and its competitors. This is 27% below median its historical median of 3.80. Over the past decade, Highland Opportunities andome Fund's 5-Year Yield-on-Cost % has ranged from 1.53 to 8.09. According to the industry distribution chart, Highland Opportunities andome Fund ranks #894 out of 1113 companies in the Asset Management industry, placing it in the top 80.3%.
Is Highland Opportunities andome Fund's 5-Year Yield-on-Cost % too high?
Highland Opportunities andome Fund's current 5-Year Yield-on-Cost % of 2.77 is 27% below median its 10-year median of 3.80. Over the past 10 years, this metric has ranged from a low of 1.53 to a high of 8.09. The Asset Management industry median 5-Year Yield-on-Cost % is 6.48. Highland Opportunities andome Fund's value of 2.77 is 57.3% below this industry median. Based on the distribution chart, Highland Opportunities andome Fund ranks #894 out of 1113 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Highland Opportunities andome Fund has a GF Score™ of 39/100, reflecting its overall financial health beyond just this single metric.
How does Highland Opportunities andome Fund's 5-Year Yield-on-Cost % compare to CCAP and ISD?
According to the Asset Management industry distribution chart, Highland Opportunities andome Fund ranks #894 out of 1113 companies for 5-Year Yield-on-Cost %. This places Highland Opportunities andome Fund in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.48. Highland Opportunities andome Fund's value of 2.77 is 57.3% below this benchmark. Historically, Highland Opportunities andome Fund's own 5-Year Yield-on-Cost % has ranged from 1.53 to 8.09 over the past decade. While the company's 10-year median is 3.80 vs. the industry median of 6.48, Highland Opportunities andome 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 6.48, 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. Highland Opportunities andome Fund's current 5-Year Yield-on-Cost % of 2.77 is 57.3% 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 Highland Opportunities andome Fund and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Highland Opportunities andome Fund's current 5-Year Yield-on-Cost % is 2.77, which is 27% below median its own 10-year median of 3.80. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Highland Opportunities andome Fund stock overvalued right now?
Highland Opportunities andome Fund (HFRO) has a current 5-Year Yield-on-Cost % of 2.77. The current 5-Year Yield-on-Cost % is 2.77, which is 27% below median its 10-year median of 3.80 and 57.3% below the Asset Management industry median of 6.48. Highland Opportunities andome Fund's overall GF Score™ is 39/100 with 4 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 Highland Opportunities andome Fund (HFRO), the current 5-Year Yield-on-Cost % is 2.77 as of Aug. 02, 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.

Highland Opportunities andome Fund Business Description

Other Exchanges HFROpA.PFD:USA
Address 300 Crescent Court, Suite 700, Dallas, TX, USA, 75201
Highland Opportunities and Income Fund is a non-diversified, closed-end management investment company. Its investment objective is to Income Fund seeks growth of capital along with income. It focuses on making investments in real estate securities, including Reits, secured and unsecured fixed-rate loans and corporate bonds, mezzanine securities, structured products, convertible and preferred securities and equities (public and private), and floating rate securities.
39GF Score

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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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