Mfs High Yield Municipal Trust (CMU) — SEC Filings
Mfs High Yield Municipal Trust (CMU) — 10 SEC filings. Latest: DEF 14A (Aug 22, 2025). Includes 3 SC 13G/A, 3 SC 13D/A, 2 DEF 14A.
View Mfs High Yield Municipal Trust on SEC EDGAR
Overview
Mfs High Yield Municipal Trust (CMU) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEF 14A filed on Aug 22, 2025: MFS High Yield Municipal Trust (CMU) is holding its 2025 Annual Meeting of Shareholders on October 2, 2025, at 10:30 a.m. Eastern Time, at 111 Huntington Avenue, Boston, Massachusetts. The primary purpose of the meeting is the election of Trustees to the Board. For CMU, common and preferred sharehol
Sentiment Summary
Across 10 filings, the sentiment breakdown is: 8 neutral, 2 mixed. The dominant filing sentiment for Mfs High Yield Municipal Trust is neutral.
Filing Type Overview
Mfs High Yield Municipal Trust (CMU) has filed 2 DEF 14A, 2 SC 13G, 3 SC 13G/A, 3 SC 13D/A with the SEC between Jan 2024 to Aug 2025.
Filings by Year
Recent SEC Filings (10)
| Date | Form | Description | Risk |
|---|---|---|---|
| Aug 22, 2025 | DEF 14A | CMU Shareholders to Vote on Trustee Elections Amidst Board Retirement | low |
| Nov 14, 2024 | SC 13G | SC 13G Filing | |
| Nov 14, 2024 | SC 13G | SC 13G Filing | |
| Oct 1, 2024 | SC 13G/A | SC 13G/A Filing | |
| Sep 3, 2024 | SC 13G/A | SC 13G/A Filing | |
| Aug 23, 2024 | DEF 14A | MFS High Yield Municipal Trust Files DEF 14A | low |
| Feb 28, 2024 | SC 13D/A | Bulldog Investors Amends MFS High Yield Trust Stake | medium |
| Jan 31, 2024 | SC 13G/A | First Trust Amends MFS High Yield Muni Trust Stake (14th Amendment) | |
| Jan 8, 2024 | SC 13D/A | Saba Capital Amends MFS High Yield Muni Trust Stake (Amendment No. 5) | |
| Jan 2, 2024 | SC 13D/A | Bulldog Investors Boosts MFS High Yield Muni Trust Stake to 5.50% |
Risk Profile
Risk Assessment: Of CMU's 3 recent filings, 0 were flagged as high-risk, 1 as medium-risk, and 2 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Key Executives
- Maureen R. Goldfarb
- Paula E. Smith
- Laurie J. Thomsen
- John P. Kavanaugh
- Maryanne L. Roepke
- Michael W. Roberge
- ANDREW DAKOS
- PHILLIP GOLDSTEIN
Industry Context
The MFS High Yield Municipal Trust operates within the municipal bond fund sector, which is influenced by interest rate environments, municipal credit quality, and tax regulations. As a high-yield fund, it targets bonds with lower credit ratings, seeking higher income but also carrying increased credit risk compared to investment-grade municipal funds. The competitive landscape includes numerous other municipal bond funds, both actively and passively managed, vying for investor capital.
Top Tags
amendment (3) · closed-end-fund (3) · ownership-change (2) · activist-investing (2) · DEF 14A (1) · Proxy Statement (1) · Board of Trustees (1) · Shareholder Meeting (1) · Corporate Governance (1) · Municipal Bonds (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Date of Annual Meeting | 2025-10-02 | Meeting will be held at 10:30 a.m. Eastern Time |
| Total number of Trustees | 12 | Board consists of 12 Trustees, 11 of whom are Independent |
| Number of Independent Trustees | 11 | Out of 12 total Trustees |
| Term expiration year for common/preferred elected Trustees | 2028 | Maureen R. Goldfarb, Paula E. Smith, and Laurie J. Thomsen's terms |
| Retirement date for Laurie J. Thomsen | 2025-12-31 | Due to 20 years of service on the Board |
| Anticipated cost for solicitation and voting tabulation | $32,084 | Provided by Computershare Trust Company, N.A. |
| Common Shares Outstanding | 25,492,782 | As of July 31, 2025, for MFS High Yield Municipal Trust |
| Preferred Shares Outstanding | 510 | As of July 31, 2025, for MFS High Yield Municipal Trust |
| Year Laurie J. Thomsen became Trustee | 2005 | Reached 20 years of service in 2025 |
| Number of standing Committees | 7 | Consist exclusively of Independent Trustees |
| Filing Date | 20240823 | Date the DEF 14A was filed. |
| Period of Report | 20241003 | The reporting period covered by the filing. |
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Frequently Asked Questions
What are the latest SEC filings for Mfs High Yield Municipal Trust (CMU)?
Mfs High Yield Municipal Trust has 10 recent SEC filings from Jan 2024 to Aug 2025, including 3 SC 13G/A, 3 SC 13D/A, 2 DEF 14A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of CMU filings?
Across 10 filings, the sentiment breakdown is: 8 neutral, 2 mixed. The dominant sentiment is neutral.
Where can I find Mfs High Yield Municipal Trust SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Mfs High Yield Municipal Trust (CMU) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Mfs High Yield Municipal Trust?
Financial highlights for Mfs High Yield Municipal Trust are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for CMU?
The investment thesis for CMU includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Mfs High Yield Municipal Trust?
Key executives identified across Mfs High Yield Municipal Trust's filings include Maureen R. Goldfarb, Paula E. Smith, Laurie J. Thomsen, John P. Kavanaugh, Maryanne L. Roepke and 3 others.
What are the main risk factors for Mfs High Yield Municipal Trust stock?
Of CMU's 3 assessed filings, 0 were flagged high-risk, 1 medium-risk, and 2 low-risk.
What are recent predictions and forward guidance from Mfs High Yield Municipal Trust?
Forward guidance and predictions for Mfs High Yield Municipal Trust are extracted from SEC filings as they are enriched.