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Upturn AI SWOT - About
Eaton Vance National Municipal Opportunities Closed Fund (EOT)
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Upturn Advisory Summary
07/03/2025: EOT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
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 that invests primarily in municipal securities. Founded as part of Eaton Vance, which was established in 1924, EOT aims to provide current income exempt from regular federal income tax by investing in a diversified portfolio of municipal bonds.
Core Business Areas
- Investment Management: Management and oversight of the fund's portfolio, including security selection and asset allocation. Focuses primarily on municipal bonds.
Leadership and Structure
Eaton Vance is a subsidiary of Morgan Stanley Investment Management. Fund management is overseen by a team of investment professionals with expertise in municipal bonds. The fund operates under a board of trustees.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: EOT's primary product is a diversified portfolio of municipal bonds designed to provide tax-exempt income. Market share data specific to EOT within the overall municipal bond market is difficult to isolate but is a component of Eaton Vance/Morgan Stanley's larger fixed-income AUM. Competitors: Nuveen, BlackRock, Invesco.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors such as interest rates, credit quality, tax policy, and economic conditions. Demand is driven by investors seeking tax-advantaged income. The market is characterized by a large number of issuers and a wide range of credit ratings.
Positioning
EOT is a closed-end fund focused specifically on national municipal opportunities. Its competitive advantage lies in its specialized expertise in municipal bond selection and management. It leverages the broader resources and reputation of Eaton Vance/Morgan Stanley.
Total Addressable Market (TAM)
The total addressable market for municipal bonds is in the trillions of dollars. EOT, as a single fund, targets a portion of this market focused on national municipal opportunities. EOT is positioned to capture a portion of this market based on its investment strategy and risk profile.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Tax-exempt income stream
- Diversified municipal bond portfolio
- Part of a larger financial institution
Weaknesses
- Closed-end fund structure (potential for discount to NAV)
- Interest rate sensitivity
- Credit risk associated with municipal bonds
- Reliance on active management
Opportunities
- Rising interest rates (potentially higher yields)
- Increased demand for tax-exempt income
- Expansion into new municipal bond sectors
- Strategic alliances within Morgan Stanley
Threats
- Economic downturn (increased credit risk)
- Changes in tax laws (reduced demand for tax-exempt income)
- Increased competition from other municipal bond funds
- Rising interest rates (decline in bond values)
Competitors and Market Share
Key Competitors
- Nuveen (JCE)
- BlackRock (BBN)
- Invesco (VBF)
Competitive Landscape
EOT competes with other closed-end municipal bond funds, as well as open-end mutual funds and ETFs that invest in municipal bonds. EOT's advantage lies in its active management and specialization in national municipal opportunities.
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily driven by NAV appreciation and income generation from the underlying municipal bond portfolio.
Future Projections: Future growth depends on interest rate movements, the health of the municipal bond market, and the fund's ability to generate tax-exempt income.
Recent Initiatives: Recent initiatives likely involve adjustments to the portfolio based on market conditions and investment strategy. Information unavailable.
Summary
Eaton Vance National Municipal Opportunities Trust (EOT) is a closed-end fund focused on generating tax-exempt income through a diversified portfolio of municipal bonds. It benefits from an experienced management team and the backing of Morgan Stanley. Potential weaknesses include its closed-end fund structure and sensitivity to interest rate changes. It is positioned to provide steady income for risk-averse investors seeking tax advantages.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Market Data Aggregators
- Analyst Reports (Unavailable for direct inclusion)
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share estimates are approximate.
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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