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Upturn AI SWOT - About
Nuveen Dynamic Municipal Opportunities Fund (NDMO)
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Upturn Advisory Summary
05/30/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 4.66% | Avg. Invested days 44 | 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 05/30/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
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 seeks to provide current income exempt from regular federal income tax, consistent with prudent risk of capital. The fund's inception date is not clear from readily available public sources but is likely in the late 20th or early 21st century, consistent with the rise of closed-end funds. It's managed by Nuveen Asset Management.
Core Business Areas
- Municipal Bond Investing: The fund primarily invests in municipal bonds of varying credit qualities and maturities. Its objective is to generate tax-exempt income.
Leadership and Structure
Nuveen Asset Management manages the fund. Information on specific individuals leading the fund is not readily available. The fund operates as a closed-end fund with a defined number of shares.
Top Products and Market Share
Key Offerings
- Tax-Exempt Income: The fund's primary product is providing investors with income that is exempt from federal income tax. This is achieved through investment in municipal bonds. Market share data is not directly available for a specific fund like this; it would be a subset of the broader municipal bond market. Competitors include other closed-end municipal bond funds from firms like BlackRock, Eaton Vance, and PIMCO.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors such as interest rates, credit quality of municipalities, and tax policy. Demand is driven by investors seeking tax-advantaged income.
Positioning
Nuveen Dynamic Municipal Opportunities Fund is positioned as a provider of tax-exempt income within the closed-end fund space. Its competitive advantage lies in Nuveen's expertise in municipal bond investing.
Total Addressable Market (TAM)
The total addressable market for municipal bonds is in the trillions of dollars. This fund occupies a small segment of the TAM, competing with other closed-end municipal bond funds for investor capital.
Upturn SWOT Analysis
Strengths
- Experienced management team (Nuveen)
- Tax-exempt income
- Diversified portfolio of municipal bonds
Weaknesses
- Closed-end fund structure (potential for trading at a discount to NAV)
- Interest rate risk
- Credit risk of municipal bonds
Opportunities
- Rising demand for tax-exempt income
- Potential for higher yields in a rising interest rate environment
- Increased investment in infrastructure projects by municipalities
Threats
- Rising interest rates
- Credit downgrades of municipal bonds
- Changes in tax laws reducing the attractiveness of municipal bonds
Competitors and Market Share
Key Competitors
- BlackRock MuniHoldings Fund (MHD)
- PIMCO Municipal Income Fund II (PML)
- Eaton Vance Municipal Bond Fund (EIM)
Competitive Landscape
Nuveen Dynamic Municipal Opportunities Fund competes with other closed-end municipal bond funds. The competitive advantage lies in brand reputation, expense ratio, and investment strategy. Market share data for closed-end funds is typically very small and dispersed. Therefore, it has been defaulted to 0.0 since NZF actual market share data is unavailable for use.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the performance of the municipal bond market and the fund's ability to generate income. Historical data shows fluctuations based on interest rates and credit spreads.
Future Projections: Future growth is dependent on market conditions. Analyst estimates are not readily available for individual closed-end funds. However, the fund would benefit in an environment where there is a high municipal demand.
Recent Initiatives: Recent initiatives are not publicly available, however the company would focus on optimizing portfolio allocation to enhance returns.
Summary
Nuveen Dynamic Municipal Opportunities Fund offers tax-exempt income through investment in municipal bonds. It is managed by an experienced team, but faces risks related to interest rates and credit quality. The fund's closed-end structure can lead to trading at a discount. Future growth depends on market conditions and the fund's ability to generate income in a changing environment. It is in competition with other Closed-End Funds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Nuveen official website
- Financial data providers (e.g., Bloomberg, Yahoo Finance)
- SEC filings
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is estimated and may not be precise. Due to the unavailibity of NZF-specific data, some sections were unable to be completed and/or were defaulted.
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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