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Upturn AI SWOT - About
Nuveen Dynamic Municipal Opportunities Fund (NDMO)
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Upturn Advisory Summary
09/15/2025: 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 3.84% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
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 is a closed-end fund that invests primarily in municipal securities. It was established to provide high current income exempt from regular federal income tax, consistent with capital preservation.
Core Business Areas
- Municipal Securities Investments: Investing in a diversified portfolio of municipal securities, focusing on those that offer attractive risk-adjusted returns and are exempt from federal income tax.
Leadership and Structure
Nuveen is the investment manager, a subsidiary of TIAA. Portfolio management is handled by a team of experienced investment professionals specializing in municipal bonds.
Top Products and Market Share
Key Offerings
- Closed-End Municipal Bond Fund (NYSE:NMO): A closed-end fund focusing on municipal bonds, aiming for tax-exempt income. Market share data is not directly applicable to closed-end funds in the same way as operating companies. Competitors include other closed-end municipal bond funds such as BlackRock MuniYield Fund (MYD) and PIMCO Municipal Income Fund (PMF).
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rates, credit quality, tax policy changes, and overall economic conditions. Demand is often driven by individual investors seeking tax-advantaged income and institutional investors.
Positioning
Nuveen Dynamic Municipal Opportunities Fund positions itself as a provider of high-quality, tax-exempt income through active management and diversification within the municipal bond market.
Total Addressable Market (TAM)
The TAM for municipal bonds is trillions of dollars. NMO's positioning is as a niche player within this large market, focusing on active management.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio of municipal bonds
- Tax-exempt income for investors
- Established brand name (Nuveen)
Weaknesses
- Subject to interest rate risk
- Potential for credit risk in municipal bonds
- Closed-end fund structure can lead to trading at a discount to NAV
- Management fees reduce investor returns
Opportunities
- Rising interest rates can increase fund yield (new issuances)
- Increased demand for tax-advantaged investments
- Strategic allocation to undervalued municipal sectors
- Growth of the municipal bond market
Threats
- Significant interest rate increases
- Economic downturn leading to municipal defaults
- Changes in tax laws reducing the attractiveness of municipal bonds
- Increased competition from other investment vehicles
Competitors and Market Share
Key Competitors
- MYD
- PMF
- VFL
- MUB
Competitive Landscape
NMO competes with other closed-end municipal bond funds based on distribution rates, expense ratios, NAV performance, and management expertise. NMO leverages the Nuveen brand to attract investors.
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily driven by the fund's ability to generate attractive tax-exempt income and maintain NAV. Historical performance varies depending on market conditions.
Future Projections: Future growth depends on the fund's ability to navigate interest rate environments, select high-quality municipal bonds, and manage expenses effectively. Analyst estimates are not typically available for closed-end funds.
Recent Initiatives: Actively managing the portfolio to adapt to changing market conditions and identify attractive investment opportunities within the municipal bond market.
Summary
Nuveen Dynamic Municipal Opportunities Fund offers tax-exempt income to investors through municipal bond investments. Its strength lies in its experienced management and diversified portfolio. Weaknesses include sensitivity to interest rates and credit risk. Future success depends on navigating market conditions and maintaining competitive performance against similar funds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Nuveen website
- SEC filings
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Market share is an approximation. Past performance is not indicative of future results. Investment decisions should be made 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 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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