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Nuveen Dynamic Municipal Opportunities Fund (NDMO)
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Upturn Advisory Summary
11/03/2025: 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 7.42% | Avg. Invested days 48 | 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 11/03/2025 |
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. The fund seeks to generate current income exempt from regular federal income tax, while also seeking to provide attractive total returns. It invests primarily in municipal securities.
Core Business Areas
- Municipal Bond Investments: The fund invests in a portfolio of municipal bonds of varying credit quality, with a focus on income generation. This includes both investment-grade and non-investment-grade (high-yield) municipal bonds.
Leadership and Structure
The fund is managed by Nuveen Asset Management, a subsidiary of TIAA. Portfolio managers are responsible for the day-to-day investment decisions.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: NDO offers investors exposure to a diversified portfolio of municipal bonds. As a closed-end fund, it maintains a fixed number of shares and trades on the NYSE. Market share data is difficult to pinpoint as CEF data is scattered.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors like interest rates, credit ratings of municipalities, and overall economic conditions. Demand for municipal bonds is driven by investors seeking tax-exempt income.
Positioning
NDO positions itself as a provider of attractive tax-exempt income and total returns through a diversified portfolio of municipal bonds. Its competitive advantage lies in Nuveen's expertise in managing municipal bond portfolios.
Total Addressable Market (TAM)
The total municipal bond market is vast, with trillions of dollars outstanding. NDO is positioned to capture a share of this market by offering investors access to a professionally managed municipal bond portfolio.
Upturn SWOT Analysis
Strengths
- Experienced management team (Nuveen Asset Management)
- Diversified portfolio of municipal bonds
- Tax-exempt income generation
- Closed-end fund structure allows for leverage
Weaknesses
- Sensitivity to interest rate changes
- Exposure to credit risk of municipal issuers
- Management fees can impact returns
- Market price may trade at a premium or discount to NAV
Opportunities
- Increasing demand for tax-exempt income
- Potential for capital appreciation in undervalued municipal bonds
- Expansion of the fund's asset base
- Growing interest in socially responsible investing (SRI) within the municipal bond market
Threats
- Rising interest rates
- Economic downturns affecting municipal creditworthiness
- Changes in tax laws impacting the attractiveness of municipal bonds
- Increased competition from other municipal bond funds and ETFs
Competitors and Market Share
Key Competitors
- VFL (RiverNorth Flexible Municipal Income Fund)
- MCR (Tortoise Municipal Crete & Term Trus)
- NID (Nuveen Intermediate Duration Municipal Term Fund)
Competitive Landscape
NDO competes with other closed-end municipal bond funds, municipal bond ETFs, and individual municipal bonds. Its advantages and disadvantages depend on its investment strategy, management expertise, and fee structure.
Growth Trajectory and Initiatives
Historical Growth: Growth is measured by asset growth and NAV performance, influenced by market conditions.
Future Projections: Future growth is dependent on the fund's ability to generate attractive returns and attract new investors.
Recent Initiatives: Recent initiatives may include adjustments to the portfolio allocation strategy to optimize returns or manage risk.
Summary
Nuveen Dynamic Municipal Opportunities Fund is a closed-end fund aiming for tax-exempt income through municipal bond investments. Its performance hinges on interest rate movements and municipal credit quality. The fund's experienced management team is a strength, though its leverage creates risk. To maintain attractiveness, NDO must carefully navigate market volatility and competition from other municipal bond funds.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Nuveen Official Website
- SEC Filings
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Morningstar
- Yahoo Finance
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. Market share percentages are estimates and may not reflect precise data.
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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