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Nuveen Dynamic Municipal Opportunities Fund (NDMO)
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Upturn Advisory Summary
12/01/2025: NDMO (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 6.85% | Avg. Invested days 51 | 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 12/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 595.03M USD | Price to earnings Ratio 4.92 | 1Y Target Price - |
Price to earnings Ratio 4.92 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 9.13 - 10.79 | Updated Date 06/29/2025 |
52 Weeks Range 9.13 - 10.79 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 7.45% | Basic EPS (TTM) 2.03 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 4.92 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 4.88 |
Enterprise Value - | Price to Sales(TTM) 4.88 | ||
Enterprise Value to Revenue 4.89 | Enterprise Value to EBITDA - | Shares Outstanding 59562200 | Shares Floating - |
Shares Outstanding 59562200 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 14.83 |
Upturn AI SWOT
Nuveen Dynamic Municipal Opportunities Fund
Company Overview
History and Background
Nuveen Dynamic Municipal Opportunities Fund (NYSE: NDO) is a closed-end fund that primarily invests in municipal securities. Established to provide a high level of current income exempt from federal income tax, NDO leverages Nuveen's expertise in municipal bond management.
Core Business Areas
- Municipal Bond Investments: NDO invests primarily in a diversified portfolio of municipal bonds that are exempt from regular federal income tax. The fund may invest in bonds of varying credit quality.
Leadership and Structure
Nuveen Asset Management, a subsidiary of TIAA, manages the fund. The portfolio management team is led by experienced municipal bond specialists.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: NDO offers investors access to a diversified portfolio of municipal bonds, providing tax-exempt income. As a closed-end fund, market share is less relevant than fund performance relative to peers. Competitors include other closed-end municipal bond funds managed by firms like BlackRock and Eaton Vance.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors such as interest rates, credit quality, and tax policy. Demand is often driven by investors seeking tax-advantaged income.
Positioning
NDO is positioned as a dynamic municipal bond fund, aiming to optimize income and total return through active management and security selection. Its competitive advantage lies in Nuveen's established reputation and expertise in municipal bond investing.
Total Addressable Market (TAM)
The total municipal bond market is multi-trillion dollar. NDO's market share is relatively small but it is positioned to capture a portion of the demand for tax-exempt income.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio of municipal bonds
- Tax-exempt income
- Nuveen's reputation and resources
Weaknesses
- Subject to interest rate risk
- Credit risk associated with municipal bonds
- Leverage increases volatility
- Market discounts to NAV can occur
Opportunities
- Rising interest rates could increase income
- Growing demand for tax-advantaged investments
- Potential for NAV appreciation through active management
- Strategic allocation shifts to higher quality municipal debt during economic downturns
Threats
- Changes in tax laws could reduce demand for municipal bonds
- Economic downturn could lead to credit downgrades
- Rising interest rates could decrease bond values
- Increased competition from other municipal bond funds
Competitors and Market Share
Key Competitors
- VBF
- MUB
- EOT
Competitive Landscape
NDO competes with other national municipal bond funds. Its advantages include Nuveen's management expertise and focus on dynamic allocation. Disadvantages can include higher expense ratios and leverage.
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily driven by NAV appreciation and reinvestment of distributions. Market price can deviate from NAV based on investor sentiment.
Future Projections: Future growth depends on the performance of the municipal bond market and the fund's ability to generate income and capital gains.
Recent Initiatives: Recent initiatives may include portfolio adjustments to navigate changing interest rate environments and credit conditions.
Summary
Nuveen Dynamic Municipal Opportunities Fund offers investors a way to access a diversified portfolio of municipal bonds to generate tax-exempt income. While NDO benefits from Nuveen's expertise, it's vulnerable to interest rate and credit risk. The fund must actively manage its portfolio to navigate changing market conditions. Its success depends on maintaining a competitive yield and managing leverage effectively.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Nuveen Fund Website
- SEC Filings
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own research and risk tolerance. Market data is 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 Nuveen Dynamic Municipal Opportunities Fund
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 2020-08-27 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
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