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BNY Mellon Strategic Municipals Inc (LEO)
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Upturn Advisory Summary
01/09/2026: LEO (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.
Analysis of Past Performance
Type Stock | Historic Profit -0.9% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 362.53M USD | Price to earnings Ratio 145.5 | 1Y Target Price 0.42 |
Price to earnings Ratio 145.5 | 1Y Target Price 0.42 | ||
Volume (30-day avg) - | Beta 0.62 | 52 Weeks Range 5.49 - 6.45 | Updated Date 06/29/2025 |
52 Weeks Range 5.49 - 6.45 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 4.74% | Basic EPS (TTM) 0.04 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 7.78% | Operating Margin (TTM) 87.55% |
Management Effectiveness
Return on Assets (TTM) 2.28% | Return on Equity (TTM) -6.31% |
Valuation
Trailing PE 145.5 | Forward PE - | Enterprise Value 510402976 | Price to Sales(TTM) 12.3 |
Enterprise Value 510402976 | Price to Sales(TTM) 12.3 | ||
Enterprise Value to Revenue 235.33 | Enterprise Value to EBITDA - | Shares Outstanding 62290900 | Shares Floating - |
Shares Outstanding 62290900 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 47.48 |
Upturn AI SWOT
BNY Mellon Strategic Municipals Inc
Company Overview
History and Background
BNY Mellon Strategic Municipals Inc. is an investment fund managed by The Bank of New York Mellon Corporation. While specific founding details for this particular municipal fund are not as readily available as for a publicly traded operating company, BNY Mellon itself has a rich history dating back to 1784, making it one of the oldest financial institutions in the United States. The company has evolved significantly over centuries, adapting to changing financial landscapes and expanding its service offerings.
Core Business Areas
- Municipal Bond Investments: Focuses on investing in a diversified portfolio of municipal bonds, aiming to provide tax-exempt income to investors. This includes bonds issued by states, cities, and other governmental entities to finance public projects.
- Portfolio Management: Employs professional portfolio managers who research, select, and manage the underlying municipal bonds to meet the fund's investment objectives, considering factors like credit quality, maturity, and tax implications.
- Distribution and Investor Services: Through BNY Mellon's broader infrastructure, offers services related to fund distribution, shareholder accounting, and other administrative functions for its investment products.
Leadership and Structure
As an investment fund, BNY Mellon Strategic Municipals Inc. is overseen by BNY Mellon Investment Management, a global leader in investment services. The day-to-day management is handled by a team of portfolio managers and analysts within BNY Mellon, adhering to the investment strategies and policies set by the fund's board and the broader BNY Mellon framework.
Top Products and Market Share
Key Offerings
- BNY Mellon Strategic Municipals Inc. Fund: This is the primary offering, a mutual fund (or similar investment vehicle) designed to generate tax-exempt income through investments in municipal securities. Specific performance data, assets under management (AUM), and detailed market share are typically found in fund prospectuses and financial reports. Competitors include other municipal bond funds from major asset managers like Vanguard, Fidelity, BlackRock, and PIMCO.
Market Dynamics
Industry Overview
The municipal bond market is a significant segment of the fixed-income landscape, providing crucial financing for public infrastructure and services. It is characterized by a diverse range of issuers, varying credit qualities, and tax-exempt income benefits, particularly attractive to high-income individuals. The market is influenced by interest rate movements, fiscal health of state and local governments, and changes in tax policy.
Positioning
BNY Mellon Strategic Municipals Inc. operates within the competitive landscape of municipal bond funds. Its positioning is likely based on BNY Mellon's established reputation, investment expertise, and the fund's specific investment strategy (e.g., focusing on national, state-specific, or high-yield municipal bonds). The competitive advantages would stem from the fund's ability to deliver consistent tax-exempt income, manage risk effectively, and leverage BNY Mellon's research capabilities.
Total Addressable Market (TAM)
The TAM for municipal bonds is substantial, representing trillions of dollars in outstanding debt. BNY Mellon Strategic Municipals Inc. is positioned to capture a portion of the assets investors allocate to tax-exempt fixed income, competing for investor capital with a wide array of other municipal bond funds and alternative investment vehicles.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and trust associated with BNY Mellon.
- Access to extensive research and analytical resources of a large financial institution.
- Potential for economies of scale in operational and administrative costs.
- Established track record in asset management.
Weaknesses
- Subject to inherent market risks of municipal bonds (interest rate, credit, liquidity).
- Competition from a multitude of other municipal bond funds, including those from Vanguard and Fidelity.
- Dependence on tax-exempt status, which can be influenced by tax policy changes.
- Fund performance can be sensitive to management fees and expense ratios.
Opportunities
- Increased demand for tax-exempt income from investors in higher tax brackets.
- Potential for infrastructure spending to drive new municipal bond issuance.
- Opportunity to attract assets from investors seeking diversification and tax efficiency.
- Leveraging technology for enhanced portfolio management and investor communication.
Threats
- Rising interest rates can negatively impact bond prices.
- Deterioration of credit quality among municipal issuers.
- Changes in federal or state tax laws that reduce the tax-exempt benefit.
- Increased competition and fee compression in the asset management industry.
Competitors and Market Share
Key Competitors
- Vanguard Tax-Exempt Bond Fund (VTEAX)
- Fidelity Municipal Income Fund (FMSDX)
- BlackRock National Municipal Bond Fund (MDYIX)
- PIMCO Municipal Bond Fund (PIMUX)
Competitive Landscape
BNY Mellon Strategic Municipals Inc. faces intense competition from a range of asset managers, some of whom are larger or have a more dominant presence in specific fund categories. Its advantages lie in BNY Mellon's brand and investment capabilities, while disadvantages might arise from potentially higher fees compared to some low-cost providers or a less specialized focus than certain niche municipal bond funds. Competitors often differentiate on expense ratios, investment strategies (e.g., national vs. state-specific, investment grade vs. high-yield), and distribution reach.
Growth Trajectory and Initiatives
Historical Growth: Historical growth for this fund is primarily measured by the growth in its Assets Under Management (AUM) and the appreciation of its Net Asset Value (NAV) per share over time. This is influenced by market performance and net inflows/outflows of investor capital.
Future Projections: Future projections for this fund are inherently tied to the outlook for the municipal bond market and BNY Mellon's ability to attract and retain assets. Analysts' views on interest rates, credit quality, and municipal market demand would influence projections.
Recent Initiatives: BNY Mellon's initiatives often focus on enhancing investment strategies, improving operational efficiency, and expanding distribution channels for its funds. For specific municipal funds, this might involve adjustments to portfolio management techniques or shifts in investment focus based on market conditions.
Summary
BNY Mellon Strategic Municipals Inc. is an investment fund within the broader BNY Mellon asset management framework, focused on municipal bonds for tax-exempt income. Its strengths lie in BNY Mellon's established reputation and research capabilities, but it faces significant competition and market risks inherent to fixed-income investments. The fund's success depends on its ability to navigate interest rate fluctuations and credit quality concerns while delivering competitive tax-exempt yields to investors.
Similar Stocks
Sources and Disclaimers
Data Sources:
- BNY Mellon official fund prospectuses and reports
- Financial data providers (e.g., Morningstar, Bloomberg - data aggregated and presented conceptually)
- Industry analysis of the municipal bond market
Disclaimers:
This JSON output is for informational purposes only and does not constitute investment advice. Financial data for investment funds can be complex and is subject to change. Specific performance, holdings, and fees should be verified with the fund's official documentation and 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 BNY Mellon Strategic Municipals Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2001-01-02 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BNY Mellon Strategic Municipals, Inc. is a closed ended fixed income mutual fund launched and managed by BNY Mellon Investment Adviser, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal bonds, the income from which is exempt from federal income tax. It employs fundamental analysis to create its portfolio. The fund was formerly known as Dreyfus Strategic Municipals, Inc. BNY Mellon Strategic Municipals, Inc. was formed on September 23, 1987 and is domiciled in the United States.
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