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Monks Investment Trust (The)LSE:MNKS -0.13%38 5-Year Yield-on-Cost % is 0.01 as of Jul. 30, 2026, which is 83% below its 10-year median of 0.06. GuruFocus rates LSE:MNKS with a GF Score™ of 38/100. The stock has 4 warning signs investors should review. Among 1,113 Asset Management companies, Monks Investment Trust (The) ranks worse than 100% on this metric.
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.
Monks Investment Trust (The) 5-Year Yield-on-Cost % Related Terms
LSE:MNKS vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Monks Investment Trust (The)'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.
Monks Investment Trust (The) 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Monks Investment Trust (The)'s 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Monks Investment Trust (The)'s 5-Year Yield-on-Cost % falls into.
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.
Monks Investment Trust (The) (LSE:MNKS) has a 5-Year Yield-on-Cost % of 0.01 as of Jul. 30, 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 Monks Investment Trust (The) and its competitors. This is 83% below median its historical median of 0.06. Over the past decade, Monks Investment Trust (The)'s 5-Year Yield-on-Cost % has ranged from 0.01 to 0.28. According to the industry distribution chart, Monks Investment Trust (The) ranks #1113 out of 1113 companies in the Asset Management industry.
Is Monks Investment Trust (The)'s 5-Year Yield-on-Cost % too high?
Monks Investment Trust (The)'s current 5-Year Yield-on-Cost % of 0.01 is 83% below median its 10-year median of 0.06. Over the past 10 years, this metric has ranged from a low of 0.01 to a high of 0.28. The Asset Management industry median 5-Year Yield-on-Cost % is 6.48. Monks Investment Trust (The)'s value of 0.01 is 99.8% below this industry median. Based on the distribution chart, Monks Investment Trust (The) ranks #1113 out of 1113 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Monks Investment Trust (The) has a GF Score™ of 38/100, reflecting its overall financial health beyond just this single metric.
How does Monks Investment Trust (The)'s 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Monks Investment Trust (The) ranks #1113 out of 1113 companies for 5-Year Yield-on-Cost %. This places Monks Investment Trust (The) in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.48. Monks Investment Trust (The)'s value of 0.01 is 99.8% below this benchmark. Historically, Monks Investment Trust (The)'s own 5-Year Yield-on-Cost % has ranged from 0.01 to 0.28 over the past decade. While the company's 10-year median is 0.06 vs. the industry median of 6.48, Monks Investment Trust (The) 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. Monks Investment Trust (The)'s current 5-Year Yield-on-Cost % of 0.01 is 99.8% 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 Monks Investment Trust (The) 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. Monks Investment Trust (The)'s current 5-Year Yield-on-Cost % is 0.01, which is 83% below median its own 10-year median of 0.06. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Monks Investment Trust (The) stock overvalued right now?
Monks Investment Trust (The) (LSE:MNKS) has a current 5-Year Yield-on-Cost % of 0.01. The current 5-Year Yield-on-Cost % is 0.01, which is 83% below median its 10-year median of 0.06 and 99.8% below the Asset Management industry median of 6.48. Monks Investment Trust (The)'s overall GF Score™ is 38/100 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 Monks Investment Trust (The) (LSE:MNKS), the current 5-Year Yield-on-Cost % is 0.01 as of Jul. 30, 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.
Monks Investment Trust (The) PLC operates as an investment trust. Its investment objective is to invest internationally to achieve capital growth, which takes priority over income and dividends. The company invests principally in a portfolio of internationally quoted equities. It has a presence in North America, Continental Europe, Asia, Japan, and Other Countries. The company invests in Technology, Telecommunications, Financials, Consumer Services, Healthcare, Consumer Goods, Industrials, Oil and Gas, and Basic Materials. It is engaged in a single segment of business, being that of an investment trust company. It has majority revenue from the Technology sector.
38GF Score
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