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Upturn AI SWOT - About
Eaton Vance National Municipal Opportunities Closed Fund (EOT)
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Upturn Advisory Summary
08/28/2025: 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 -5.86% | Avg. Invested days 51 | 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 08/28/2025 |
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 Closed Fund (trading symbol EOT) was established to provide current income exempt from regular federal income tax by investing primarily in municipal securities.
Core Business Areas
- Municipal Securities Investment: Primary business segment involves investing in a diversified portfolio of municipal securities across the U.S.
Leadership and Structure
Eaton Vance is the investment advisor. Specific leadership for the fund can vary but includes portfolio managers and analysts specializing in municipal bonds. The fund is structured as a closed-end investment company.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: Portfolio of diversified municipal bonds across various states and credit ratings. Market share for individual closed-end funds is difficult to precisely quantify, but EOT competes with other national municipal bond funds for investor capital. Competitors include Nuveen, BlackRock, and other Eaton Vance municipal bond funds. No specific user or revenue data available.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors such as interest rates, credit quality, tax policy, and economic conditions. Demand can fluctuate based on tax law changes and investor preferences for tax-exempt income.
Positioning
EOT aims to provide tax-exempt income to investors seeking exposure to the national municipal bond market. Competitive advantages include Eaton Vance's expertise in municipal bond investing.
Total Addressable Market (TAM)
The total municipal bond market is multi-trillion dollars. EOT is positioned to capture a small portion of this market by offering a diversified investment vehicle.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio
- Tax-exempt income generation
- Established brand reputation of Eaton Vance
Weaknesses
- Interest rate risk
- Credit risk of municipal issuers
- Discount to net asset value (NAV)
- Management fees
Opportunities
- Rising demand for tax-exempt income
- Potential for capital appreciation
- Expansion into new municipal bond sectors
- Increased investor awareness of municipal bonds
Threats
- Rising interest rates
- Economic downturn affecting municipal credit quality
- Changes in tax laws reducing the appeal of municipal bonds
- Competition from other fixed-income investments
Competitors and Market Share
Key Competitors
- MUB
- VTEB
- ITM
Competitive Landscape
EOT competes with other closed-end and open-end municipal bond funds. Advantages include its experienced management team and potential for higher yields compared to some open-end funds. Disadvantages include the potential for trading at a discount to NAV.
Growth Trajectory and Initiatives
Historical Growth: Growth is dependent on market conditions, interest rates, and investor demand for tax-exempt income.
Future Projections: Future projections are based on analyst estimates and require access to financial analysis platforms.
Recent Initiatives: Recent initiatives may include adjusting the portfolio based on market conditions and seeking opportunities in undervalued municipal securities.
Summary
Eaton Vance National Municipal Opportunities Closed Fund offers investors tax-exempt income through a diversified portfolio of municipal bonds. While it benefits from Eaton Vance's expertise, it faces challenges from interest rate risk and market fluctuations. Monitoring credit quality and managing the discount to NAV are key considerations for investors. The fund's success hinges on its ability to navigate the complexities of the municipal bond market and deliver consistent income.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Eaton Vance Website
- Financial News Outlets
- Morningstar
Disclaimers:
This analysis is based on available information and is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Market conditions are 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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