Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI Summary - About
Nuveen Dynamic Municipal Opportunities Fund(NDMO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for NDMO
11/09/2026: NDMO (1-star) is currently NOT-A-BUY. Pass it for now.
Nuveen Dynamic Municipal Opportunities Fund is a closed-end investment fund that provides investors with exposure to a professionally managed portfolio of US municipal bonds. Its primary strength lies in Nuveen's deep expertise in municipal credit, which supports the fund's objective of delivering tax-advantaged income. The investment story centers on the fund's ability to use tactical allocation and leverage to navigate market cycles. However, investors must consider risks such as interest rate sensitivity, the use of leverage, and potential fluctuations in the fund's trading price relative to its net asset value. This fund may be suitable for income-focused investors, with ongoing attention required regarding interest rate trends and distribution stability.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund is primarily structured for income generation rather than capital appreciation. |
| Momentum investor | Mixed fit | Momentum fit is conditional on a positive trend in municipal bond prices and a narrowing of the fund's NAV discount. |
| Value investor | Strong fit while signal remains positive | Investors may find value when the fund trades at a significant discount to its underlying NAV. |
| Dividend investor | Strong fit | The fund is specifically designed to provide a steady stream of tax-exempt income to investors. |
| Low-risk investor | Mixed fit | While municipal bonds are generally stable, the use of leverage increases risk and volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Changes in interest rates can significantly impact the market price of the fund's shares. |
| Valuation risk | Medium | The shares may trade at a persistent discount to the fund's actual net asset value. |
| Competition risk (fixed income funds) | Medium | Performance relative to peers is essential for attracting and retaining investor capital. |
| Business quality | Strong | Nuveen is a long-standing and well-regarded manager in the municipal bond space. |
| Dividend income | Medium | Distributions are dependent on the underlying portfolio income and interest rate costs. |
| Execution risk | Medium | The manager's tactical decisions regarding leverage and credit exposure determine total return outcomes. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 6.88% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 560.08M USD | Price to earnings Ratio 15.18 | 1Y Target Price - |
Price to earnings Ratio 15.18 | 1Y Target Price - | ||
Volume (30-day avg) 355.8K shares | Beta - | 52 Weeks Range 8.44 - 10.24 | Updated Date 11/08/2026 |
52 Weeks Range 8.44 - 10.24 | Updated Date 11/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.61 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management | Income generated from a portfolio of municipal bonds, net of leverage costs and management fees. | The fund earns money from the interest paid by the cities and states whose bonds it holds, which is then passed on to investors as dividends. |
Valuation
Trailing PE 15.18 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 15.23 |
Enterprise Value - | Price to Sales(TTM) 15.23 | ||
Enterprise Value to Revenue 15.14 | Enterprise Value to EBITDA - | Shares Outstanding 60.48M | Shares Floating - |
Shares Outstanding 60.48M | Shares Floating - | ||
Percent Insiders - | Percent Institutions 23.61 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.