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Upturn AI SWOT - About
Eaton Vance Municipal Income Term Closed Fund (ETX)
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Upturn Advisory Summary
06/18/2025: 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 5.01% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/18/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 196.43M USD | Price to earnings Ratio 29.57 | 1Y Target Price 0.32 |
Price to earnings Ratio 29.57 | 1Y Target Price 0.32 | ||
Volume (30-day avg) 1 | Beta - | 52 Weeks Range 17.48 - 19.44 | Updated Date 06/30/2025 |
52 Weeks Range 17.48 - 19.44 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 5.20% | Basic EPS (TTM) 0.61 |
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 29.57 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 28.3 |
Enterprise Value - | Price to Sales(TTM) 28.3 | ||
Enterprise Value to Revenue 29.27 | Enterprise Value to EBITDA - | Shares Outstanding 10888400 | Shares Floating - |
Shares Outstanding 10888400 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 21.15 |
Analyst Ratings
Rating 1 | Target Price 0.32 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Eaton Vance Municipal Income Term Closed Fund
Company Overview
History and Background
The Eaton Vance Municipal Income Term Trust (NYSE: EVM) is a closed-end fund. Closed-end funds typically do not have an initial public offering. Rather, the funds are launched in an initial offering and typically listed on an exchange for trading.
Core Business Areas
- Municipal Bond Investments: EVM invests primarily in municipal bonds, aiming for high current income exempt from federal income tax. This includes bonds issued by states, cities, and other local governments.
Leadership and Structure
Eaton Vance is a subsidiary of Morgan Stanley Investment Management. The fund is managed by a team of portfolio managers specializing in municipal bond investments. A board of trustees oversees the fund's operations.
Top Products and Market Share
Key Offerings
- Tax-Exempt Income: EVM offers investors the opportunity to earn income that is exempt from federal income tax. Market share is difficult to directly calculate for this specific fund; competitors are other municipal bond funds. Competitors include BlackRock MuniYield Fund II (MYD) and Nuveen AMT-Free Quality Municipal Income Fund (NEA).
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors like interest rates, tax policies, and the financial health of state and local governments. Demand is often driven by investors seeking tax-advantaged income.
Positioning
EVM is positioned as a provider of tax-exempt income through municipal bond investments. Competitive advantages include its experienced management team and established track record.
Total Addressable Market (TAM)
The total addressable market for municipal bonds is in the trillions of dollars. EVM's market position is relatively small in terms of assets under management (AUM) compared to the overall market.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Tax-exempt income for investors
- Established track record
Weaknesses
- Sensitivity to interest rate changes
- Potential for credit risk in municipal bonds
- Closed-end fund structure can lead to trading at a discount to NAV
Opportunities
- Increased demand for tax-advantaged investments
- Potential for higher yields in a rising interest rate environment
- Expanding investor base for municipal bonds
Threats
- Rising interest rates
- Changes in tax laws
- Economic downturn affecting municipal bond issuers
Competitors and Market Share
Key Competitors
- BlackRock MuniYield Fund II (MYD)
- Nuveen AMT-Free Quality Municipal Income Fund (NEA)
- Invesco Municipal Trust (VKQ)
Competitive Landscape
EVM competes with other municipal bond funds for investor capital. Key competitive factors include yield, expense ratio, and portfolio quality.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is related to AUM and portfolio performance. Can vary depending on interest rates and other market factors.
Future Projections: Future projections depend on analyst estimates and market conditions. They may include AUM growth and dividend sustainability.
Recent Initiatives: Recent initiatives may involve portfolio adjustments to manage interest rate risk and credit risk.
Summary
Eaton Vance Municipal Income Term Trust is a closed-end fund providing tax-exempt income through municipal bond investments. The fund's strengths include an experienced management team and established track record. Weaknesses include interest rate sensitivity and potential credit risk. The fund benefits from demand for tax-advantaged investments but faces threats from rising rates and tax law changes. Its overall strength depends on its ability to navigate the municipal bond market effectively. Market share data is difficult to obtain and the above share percentages are examples.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Eaton Vance Fund Documents
- SEC Filings
- Financial News Outlets
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market data is dynamic and may change rapidly. Financial performance is not a guarantee of future results.
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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