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Upturn AI SWOT - About
Eaton Vance Municipal Income Term Closed Fund (ETX)
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Upturn Advisory Summary
09/17/2025: 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 13.52% | Avg. Invested days 78 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 207.97M USD | Price to earnings Ratio 31.31 | 1Y Target Price 0.32 |
Price to earnings Ratio 31.31 | 1Y Target Price 0.32 | ||
Volume (30-day avg) 1 | Beta - | 52 Weeks Range 16.82 - 19.47 | Updated Date 09/17/2025 |
52 Weeks Range 16.82 - 19.47 | Updated Date 09/17/2025 | ||
Dividends yield (FY) - | 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 31.31 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 29.97 |
Enterprise Value - | Price to Sales(TTM) 29.97 | ||
Enterprise Value to Revenue 30.93 | Enterprise Value to EBITDA - | Shares Outstanding 10888400 | Shares Floating - |
Shares Outstanding 10888400 | 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 obligations. Its lifespan is predetermined, with a planned liquidation date.
Core Business Areas
- Municipal Bond Investments: Investment in a diversified portfolio of municipal securities, including bonds and other debt obligations issued by states, cities, and other local government entities. The focus is on generating tax-exempt income for shareholders.
Leadership and Structure
The fund is managed by portfolio managers within Eaton Vance Management, a subsidiary of Morgan Stanley Investment Management. The fund operates as a closed-end investment company.
Top Products and Market Share
Key Offerings
- Tax-Exempt Municipal Bonds: The fund's primary offering is access to a diversified portfolio of municipal bonds that provide tax-exempt income. Market share is difficult to determine precisely due to the fragmented nature of the municipal bond market and the fund's specific investment strategy. Competitors include other municipal bond funds from companies like BlackRock, Nuveen, and Invesco.
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rates, credit ratings, and tax policies. Demand for tax-exempt income tends to increase during periods of higher tax rates.
Positioning
The fund is positioned as a provider of tax-exempt income through a diversified portfolio of municipal bonds. Its term structure offers a defined liquidation date, which can be attractive to investors seeking a predictable exit strategy.
Total Addressable Market (TAM)
The total addressable market for municipal bonds is trillions of dollars. The fund's positioning within this TAM is focused on investors seeking tax-advantaged income with a defined term.
Upturn SWOT Analysis
Strengths
- Tax-exempt income generation
- Diversified portfolio of municipal bonds
- Defined term structure with a planned liquidation date
- Managed by experienced portfolio managers at Eaton Vance
Weaknesses
- Subject to interest rate risk
- Potential for credit risk from municipal issuers
- Closed-end fund structure can lead to price volatility
- Management fees can impact overall returns
Opportunities
- Increased demand for tax-exempt income in high-tax environments
- Potential for capital appreciation as bonds mature
- Expansion into new segments of the municipal bond market
- Attracting investors seeking predictable investment timelines
Threats
- Rising interest rates can decrease bond values
- Municipal issuer defaults can lead to losses
- Changes in tax laws can reduce the attractiveness of municipal bonds
- Increased competition from other fixed-income investments
Competitors and Market Share
Key Competitors
- BBN (BlackRock Build America Bond Trust)
- NIM (Nuveen Select Maturities Municipal Fund)
- VFL (Delaware Investments National Municipal Income Fund)
Competitive Landscape
Eaton Vance benefits from an established reputation and experienced management. Disadvantages include management fees and exposure to municipal bond market risk. Nuveen and BlackRock have competitive funds.
Growth Trajectory and Initiatives
Historical Growth: Growth is dependent on the fund's ability to generate tax-exempt income and manage expenses effectively.
Future Projections: Future growth is influenced by interest rate trends and demand for municipal bonds. Analyst estimates vary based on market outlook.
Recent Initiatives: Recent initiatives focus on optimizing portfolio allocation and managing risk in the current market environment.
Summary
Eaton Vance Municipal Income Term Closed Fund provides tax-exempt income to investors. The fund's performance is tied to municipal bond market conditions. Key strengths include its defined term and experienced management. Potential risks include interest rate fluctuations and municipal issuer defaults. The company should continue to diversify its portfolio and manage expense ratios for optimal returns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Eaton Vance Fund Documents
- Financial News Outlets
- Market Data Providers
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.
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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