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Eaton Vance Municipal Income Term Closed Fund (ETX)
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Upturn Advisory Summary
11/05/2025: ETX (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.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0.32
1 Year Target Price $0.32
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 12.44% | Avg. Invested days 84 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 210.26M USD | Price to earnings Ratio 32.18 | 1Y Target Price 0.32 |
Price to earnings Ratio 32.18 | 1Y Target Price 0.32 | ||
Volume (30-day avg) 1 | Beta - | 52 Weeks Range 16.75 - 20.00 | Updated Date 11/5/2025 |
52 Weeks Range 16.75 - 20.00 | Updated Date 11/5/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.6 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) -646.55% |
Valuation
Trailing PE 32.18 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 30.55 |
Enterprise Value - | Price to Sales(TTM) 30.55 | ||
Enterprise Value to Revenue 31.53 | Enterprise Value to EBITDA - | Shares Outstanding 10888426 | Shares Floating - |
Shares Outstanding 10888426 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 22.09 |
Upturn AI SWOT
Eaton Vance Municipal Income Term Closed Fund
Company Overview
History and Background
Eaton Vance Municipal Income Term Closed Fund was established to provide current income exempt from federal income tax by investing primarily in municipal securities. The fund's inception date varies depending on the specific series. The fund operates with a limited term, aiming to dissolve at a predetermined date.
Core Business Areas
- Municipal Securities Investment: Primary business segment involving the investment in a diversified portfolio of municipal securities. The fund seeks to maximize current income and preserve capital through strategic asset allocation.
Leadership and Structure
Eaton Vance is the investment advisor. Day-to-day management is typically handled by a portfolio management team.
Top Products and Market Share
Key Offerings
- Closed-End Municipal Bond Fund: The fund invests primarily in municipal securities exempt from federal income tax, offering investors regular income. Market share data is not readily available as it's a closed-end fund focused on a specific niche within the broader municipal bond market. Competitors include other closed-end municipal bond funds managed by firms like BlackRock, Nuveen, and Franklin Templeton.
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rates, credit ratings, and the fiscal health of state and local governments. Demand is driven by investors seeking tax-exempt income.
Positioning
Eaton Vance Municipal Income Term Closed Fund is positioned as a provider of tax-exempt income through a professionally managed portfolio of municipal securities. Its term structure aims to return capital to investors at a predetermined date.
Total Addressable Market (TAM)
The total addressable market for municipal bonds is in the trillions of dollars. This particular fund has a specific AUM in the hundreds of millions to billions (depending on the specific series). It is positioned to capture a fraction of the market of tax-exempt investors and those seeking term-specific investments.
Upturn SWOT Analysis
Strengths
- Tax-exempt income
- Professional management
- Diversified portfolio
- Defined term structure
Weaknesses
- Closed-end fund structure (potential for trading at a discount to NAV)
- Interest rate sensitivity
- Credit risk of municipal issuers
Opportunities
- Rising demand for tax-exempt income
- Increasing focus on ESG (Environmental, Social, and Governance) investing
- Expansion into new municipal bond sectors
Threats
- Rising interest rates
- Deterioration in the credit quality of municipal issuers
- Changes in tax laws
- Increased competition from other municipal bond funds
Competitors and Market Share
Key Competitors
- BBN
- VBF
- NBB
Competitive Landscape
Eaton Vance Municipal Income Term Closed Fund competes with other closed-end municipal bond funds, mutual funds, and ETFs that invest in municipal securities. Its advantages include its defined term structure and professional management. Disadvantages include the potential for trading at a discount to NAV.
Growth Trajectory and Initiatives
Historical Growth: Growth is measured by increases in AUM, NAV performance, and the ability to maintain consistent distribution rates.
Future Projections: Future growth depends on the fund's ability to attract and retain investors, manage its portfolio effectively, and capitalize on market opportunities. Projections vary depending on economic conditions and investor sentiment.
Recent Initiatives: Recent initiatives include adjusting portfolio allocations to optimize risk-adjusted returns and enhance income generation.
Summary
Eaton Vance Municipal Income Term Closed Fund provides tax-exempt income through municipal bond investments and offers a defined term structure. Its strength lies in experienced management and diversification, but it is susceptible to interest rate risk. Investors should watch for changes in tax laws and credit quality. The fund has opportunities in ESG investing and faces competition from similar funds.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Eaton Vance Fund Website
- SEC Filings
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and the advice of a qualified financial advisor. Market data is dynamic and 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 Municipal Income Term Closed Fund
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 2013-03-26 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Eaton Vance Municipal Income 2028 Term Trust is a closed ended fixed income mutual fund launched and managed by Eaton Vance Management. It invests in the fixed income markets. The fund invest in stocks of companies operating across the diversified sectors. It was previously known as Eaton Vance Municipal Income Term Trust. Eaton Vance Municipal Income 2028 Term Trust was formed on March 28, 2013 and is domiciled in the United States.
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