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Upturn AI SWOT - About
Eaton Vance National Municipal Opportunities Closed Fund (EOT)
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Upturn Advisory Summary
10/24/2025: 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 0.38% | Avg. Invested days 56 | 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 10/24/2025 |
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 (EOT) is a closed-end fund. It invests in a portfolio of municipal bonds. Established with the goal of delivering high current income exempt from federal income tax, with a secondary objective of seeking capital appreciation.
Core Business Areas
- Municipal Bond Investments: EOT primarily invests in municipal securities, including those that are investment-grade and those that are non-investment grade.
Leadership and Structure
The fund is managed by Eaton Vance Management. A board of trustees oversees the fund's investment strategy and operations.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: EOT's primary offering is its managed portfolio of municipal bonds. Market share data is not directly applicable as EOT is a closed-end fund and not a corporation. Competitors include other municipal bond funds such as BlackRock, Nuveen and Invesco. Success is relative to investment objectives of high current income and capital appreciation.
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rates, economic conditions, and creditworthiness of issuers. Demand is driven by investors seeking tax-exempt income. Supply is from government entities seeking capital.
Positioning
EOT is a closed-end fund focused on the national municipal bond market. Its competitive advantage lies in Eaton Vance's expertise in municipal bond management.
Total Addressable Market (TAM)
The Total Addressable Market is the entire US Municipal Bond market. This is a multi-trillion dollar market. EOT is positioned to capture a portion of this market through its expertise in municipal bond management.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Tax-Exempt Income
- Diversified Portfolio
Weaknesses
- Interest Rate Risk
- Credit Risk
- Market Discount (Price Lower than NAV)
- Leverage Risk (Can increase volatility)
Opportunities
- Rising Demand for Tax-Exempt Income
- Market Inefficiencies in Municipal Bonds
- Strategic Asset Allocation
Threats
- Rising Interest Rates
- Economic Downturn
- Tax Law Changes
- Increased Competition from ETFs
Competitors and Market Share
Key Competitors
- MUB
- VTEB
- ITM
Competitive Landscape
EOT competes with other municipal bond funds and ETFs for investor capital. Its competitive advantage comes from active management and potential for outperformance.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on NAV performance and investor demand. This would need to be analyzed using historical NAV and market price data.
Future Projections: Future projections rely on analyst estimates and depend on market conditions and fund strategy. This information can be found on financial data services.
Recent Initiatives: Recent initiatives include adjustments to portfolio allocation and leveraging opportunities.
Summary
Eaton Vance National Municipal Opportunities Trust (EOT) provides investors with exposure to tax-exempt municipal bonds, offering a steady income stream. The fund's performance is influenced by interest rate movements and credit quality. While active management presents an opportunity for outperformance, it also carries the risk of underperforming the index. Investors should be aware of market discounts and the effects of leverage when considering EOT.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Eaton Vance Website
- SEC Filings
- Financial Data Providers like Bloomberg/Reuters
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual risk tolerance and financial circumstances. This analysis relies on publicly available information and is subject to change.
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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