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Upturn AI SWOT - About
Eaton Vance National Municipal Opportunities Closed Fund (EOT)
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Upturn Advisory Summary
09/16/2025: EOT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -5.54% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 253.90M USD | Price to earnings Ratio 52.42 | 1Y Target Price - |
Price to earnings Ratio 52.42 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 15.41 - 18.18 | Updated Date 06/29/2025 |
52 Weeks Range 15.41 - 18.18 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 5.04% | Basic EPS (TTM) 0.31 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) -448.77% |
Valuation
Trailing PE 52.42 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 48.9 |
Enterprise Value - | Price to Sales(TTM) 48.9 | ||
Enterprise Value to Revenue 56.2 | Enterprise Value to EBITDA - | Shares Outstanding 15624900 | Shares Floating - |
Shares Outstanding 15624900 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 20.47 |
Upturn AI SWOT
Eaton Vance National Municipal Opportunities Closed Fund
Company Overview
History and Background
Eaton Vance National Municipal Opportunities Trust was founded to provide investors with current income exempt from federal income tax by investing primarily in municipal securities. It has evolved over time, adapting its investment strategies to changing market conditions.
Core Business Areas
- Municipal Securities Investment: Investing in a diversified portfolio of municipal bonds and other debt obligations to generate tax-exempt income.
Leadership and Structure
The fund is managed by Eaton Vance Management, a subsidiary of Morgan Stanley Investment Management. The fund is a closed-end fund governed by a board of trustees.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: A diversified portfolio of municipal bonds designed to provide tax-exempt income. Market share data specific to this single fund is unavailable. Competitors include other closed-end municipal bond funds like Nuveen Municipal Value Fund (NUV) and BlackRock MuniYield Quality Fund (MQY).
Market Dynamics
Industry Overview
The municipal bond market is driven by state and local government financing needs, tax regulations, and investor demand for tax-exempt income. Interest rate changes and credit risk significantly affect bond prices.
Positioning
Eaton Vance National Municipal Opportunities Trust aims to provide competitive tax-exempt income by actively managing its portfolio and seeking undervalued municipal securities. The fund trades at a discount to its net asset value (NAV), impacting investor returns. Active Management is seen as an advantage over passive strategies.
Total Addressable Market (TAM)
The total municipal bond market is estimated to be in the trillions of dollars. The fund's positioning relative to TAM is limited, representing a small fraction of the overall market.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Tax-Exempt Income Generation
- Diversified Portfolio of Municipal Bonds
Weaknesses
- Closed-End Fund Structure (discount/premium to NAV)
- Interest Rate Sensitivity
- Credit Risk of Municipal Bonds
Opportunities
- Rising Tax Rates Increasing Demand for Tax-Exempt Income
- Municipal Bond Market Growth
- Active Management to Capitalize on Market Inefficiencies
Threats
- Rising Interest Rates Reducing Bond Values
- Changes in Tax Laws Reducing the Attractiveness of Municipal Bonds
- Credit Downgrades or Defaults of Municipal Issuers
Competitors and Market Share
Key Competitors
- NUV
- MQY
- VFL
- MUB
Competitive Landscape
The fund competes with other closed-end municipal bond funds and exchange-traded funds (ETFs). Its advantage lies in active management, while its disadvantage is the potential for trading at a discount to NAV.
Growth Trajectory and Initiatives
Historical Growth: The fund's growth depends on the growth of the municipal bond market and its ability to generate competitive returns.
Future Projections: Future growth projections are uncertain and depend on market conditions and the fund's ability to generate income.
Recent Initiatives: Recent initiatives may include adjusting the portfolio allocation to reflect changing market conditions.
Summary
Eaton Vance National Municipal Opportunities Trust offers tax-exempt income to investors through a diversified portfolio of municipal bonds. Its performance is vulnerable to interest rate changes and credit risk. Active management aims to generate competitive returns, but the fund is subject to market fluctuations. The fund trades at a discount to its NAV, this is a factor that effects returns. Growth depends on the expansion of the municipal bond market and the fund's ability to adapt its investment strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Eaton Vance National Municipal Opportunities Trust Official Website
- SEC Filings
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Eaton Vance National Municipal Opportunities Closed Fund
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 2009-05-27 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Eaton Vance National Municipal Opportunities Trust is a close-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in fixed income markets of the United States. It primarily invests its assets in municipal obligations. The fund conducts in-house research to make its investments. Eaton Vance National Municipal Opportunities Trust was formed on May 29, 2009 and is domiciled in the United States.
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