MFS High Income Municipal Trust (CXE)

• Market cap: $111M
• 1 day: 1.15%
• 5 days: 0.28%
• 1 month: -5.63%
• 3 months: -4.86%
• 6 months: -8.09%
• Year to date: -4.61%
• 1 year: 0.57%
• 5 years: -16.59%
• 10 years: -27.27%
• Sector: Financials
• Industry: Asset Management

About: 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.

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

10% more funds holding

Funds holding: 48 [Q3] → 53 (+5) [Q4]

0.22% more ownership

Funds ownership: 36.69% [Q3] → 36.91% (+0.22%) [Q4]

8% less capital invested

Capital invested by funds: $46.3M [Q3] → $42.8M (-$3.48M) [Q4]

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16