Insider Trading January 22, 2026

Bulldog Investors Executes Modest Sale of MFS High Yield Municipal Trust Shares

Recent transaction details and current fund valuation reviewed

By Hana Yamamoto CMU
Bulldog Investors Executes Modest Sale of MFS High Yield Municipal Trust Shares
CMU

Bulldog Investors, LLP, along with partners Phillip Goldstein and Andrew Dakos, sold 678 shares of the MFS High Yield Municipal Trust at $3.5 per share, totaling $2,373 on January 20, 2026. The fund currently trades close to its yearly peak with a strong dividend history. This move adjusts holdings among management but maintains significant direct ownership.

Key Points

  • Bulldog Investors and partners sold a small block of 678 shares in MFS High Yield Municipal Trust at $3.5 per share, totaling $2,373.
  • The fund is trading near its annual high with a market cap close to $90 million and retains a notable 40-year streak of dividend payments.
  • Phillip Goldstein continues to hold a substantial stake of 24,878 shares, overseeing the fund which yields 5.62% with moderate volatility and a high P/E ratio.

On January 20, 2026, Bulldog Investors, LLP, partnered with Phillip Goldstein and Andrew Dakos, completed the sale of 678 common stock shares in the MFS High Yield Municipal Trust (NYSE: CMU). The shares were transacted at $3.5 per share, amounting to a total of $2,373.

Currently, CMU stock is priced at approximately $3.53, hovering near its 52-week high of $3.63. The fund boasts a market capitalization in the region of $90 million. Notably, the trust has an established record of consistent dividend payments extending for 40 consecutive years.

Following this transaction, Phillip Goldstein retains direct ownership of 24,878 shares in the MFS High Yield Municipal Trust. The fund features a dividend yield of 5.62%, alongside a moderate price volatility characterized by a five-year beta of 0.74. However, it trades at a relatively elevated price-to-earnings ratio of 57.03, implying investor expectations for future growth or income stability.

In disclosures, Bulldog Investors, LLP and Andrew Dakos indicate they do not hold a beneficial interest in the shares beyond any pecuniary interest. Both Dakos and Goldstein serve as partners within Bulldog Investors, LLP.

Additional financial and valuation insights related to CMU offer broader context, potentially aiding investors in interpreting this sale. These include considerations of the fund’s dividend reliability, price behavior, and premium relative to earnings.

Risks

  • Trading at a price-to-earnings ratio of 57.03 suggests high valuation risk if future earnings don’t meet expectations, impacting investor returns.
  • Though the dividend payout record is long, the stability of future distributions may face uncertainty under changing market conditions.
  • Relatively low price volatility (beta 0.74) indicates moderate market sensitivity, but economic shifts could affect the fund’s performance and investor confidence.

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