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Upturn AI SWOT - About
Eaton Vance Municipal Income Term Closed Fund (ETX)
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Upturn Advisory Summary
08/28/2025: 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 10.5% | Avg. Invested days 76 | 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 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 205.68M USD | Price to earnings Ratio 30.97 | 1Y Target Price 0.32 |
Price to earnings Ratio 30.97 | 1Y Target Price 0.32 | ||
Volume (30-day avg) 1 | Beta - | 52 Weeks Range 16.89 - 19.20 | Updated Date 08/29/2025 |
52 Weeks Range 16.89 - 19.20 | Updated Date 08/29/2025 | ||
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 30.97 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 29.64 |
Enterprise Value - | Price to Sales(TTM) 29.64 | ||
Enterprise Value to Revenue 30.6 | Enterprise Value to EBITDA - | Shares Outstanding 10888400 | Shares Floating - |
Shares Outstanding 10888400 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 22.05 |
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 term structure aims to return a predetermined net asset value per share to investors upon termination.
Core Business Areas
- Municipal Bond Investments: Invests in a diverse portfolio of municipal securities, aiming for tax-exempt income.
Leadership and Structure
The fund is managed by portfolio managers within Eaton Vance, a subsidiary of Morgan Stanley Investment Management. Specific individual names are subject to change.
Top Products and Market Share
Key Offerings
- Municipal Income Fund: A closed-end fund focused on tax-exempt income through municipal bond investments. Market share data for individual closed-end funds is not readily available, competition includes other municipal bond funds from firms like BlackRock, Nuveen, and Invesco.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors such as interest rates, credit ratings of issuers, and tax policy. Demand for tax-exempt income drives investment in this sector.
Positioning
Eaton Vance Municipal Income Term Closed Fund aims to provide a stable income stream through its focus on municipal bonds. Its term structure can be attractive to investors seeking a defined exit strategy.
Total Addressable Market (TAM)
The total market value for municipal bonds is in the trillions of dollars. The fund's position is within the specialized segment of closed-end funds focusing on municipal income.
Upturn SWOT Analysis
Strengths
- Tax-exempt income
- Experienced management team (Eaton Vance)
- Term structure providing a defined exit
- Diversified portfolio of municipal bonds
Weaknesses
- Closed-end fund structure can lead to trading at a discount to NAV
- Susceptibility to interest rate risk
- Reliance on creditworthiness of municipal issuers
- Management fees reduce overall returns
Opportunities
- Rising demand for tax-exempt income in high-tax environments
- Potential for capital appreciation if interest rates decline
- Expansion into new municipal bond sectors
- Increased marketing and investor education
Threats
- Rising interest rates
- Credit downgrades of municipal issuers
- Changes in tax laws reducing the attractiveness of tax-exempt income
- Increased competition from other municipal bond funds and ETFs
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- Nuveen (JQC)
- Invesco (VKQ)
Competitive Landscape
Eaton Vance competes with other large asset managers offering municipal bond funds. Differentiation lies in portfolio construction, expense ratios, and distribution rates.
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily determined by the performance of the municipal bond market and the fund's ability to generate income.
Future Projections: Future growth is dependent on interest rate trends, credit quality of municipal issuers, and investor demand for tax-exempt income.
Recent Initiatives: Recent initiatives likely involve portfolio adjustments to navigate changing market conditions and maintain distribution levels.
Summary
Eaton Vance Municipal Income Term Closed Fund offers tax-exempt income through municipal bond investments. Its term structure provides a defined exit strategy, while its reliance on municipal creditworthiness and sensitivity to interest rates are key considerations. Management's ability to navigate market conditions is crucial to maintaining distributions and NAV. Demand for tax-exempt income supports its investment appeal.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Eaton Vance website
- SEC filings
- Financial news outlets
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share data is estimated and may not be precise.
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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