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Nuveen Dynamic Municipal Opportunities Fund (NDMO)
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Upturn Advisory Summary
12/23/2025: NDMO (1-star) is currently NOT-A-BUY. Pass it for now.
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 4.64% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/23/2025 |
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 (Nuveen 'NDMO' or 'the Fund') is a closed-end fund managed by Nuveen Asset Management. It was established to invest in a diversified portfolio of municipal obligations. The fund's investment strategy focuses on seeking attractive tax-exempt income and capital appreciation.
Core Business Areas
- Municipal Bond Investing: The fund's primary business is investing in municipal bonds issued by states, cities, and other governmental entities. These bonds are typically exempt from federal income tax and may also be exempt from state and local taxes depending on the issuer and the investor's location. The focus is on generating current income and seeking long-term capital appreciation.
Leadership and Structure
The Nuveen Dynamic Municipal Opportunities Fund is managed by a team of portfolio managers at Nuveen Asset Management, a subsidiary of TIAA. The specific leadership for this fund can be found in its prospectus and periodic reports. As a closed-end fund, it has a board of trustees overseeing its operations.
Top Products and Market Share
Key Offerings
- Nuveen Dynamic Municipal Opportunities Fund (Nuveen 'NDMO'): This is the primary product, a closed-end fund investing in municipal bonds. Market share data for individual closed-end funds is typically not reported in the same way as for open-end funds or ETFs. The fund's objective is to provide tax-exempt income and capital appreciation. Key competitors would be other closed-end municipal bond funds and municipal bond ETFs. Specific revenue and user numbers are not publicly disclosed for individual funds in this manner.
Market Dynamics
Industry Overview
The municipal bond market is a significant segment of the fixed-income landscape, providing essential financing for public projects. It is influenced by interest rate movements, inflation expectations, credit quality of issuers, and tax policies. As a closed-end fund, Nuveen NDMO operates within the broader asset management industry, competing for investor capital.
Positioning
Nuveen Dynamic Municipal Opportunities Fund is positioned as a provider of tax-advantaged income for investors seeking exposure to the municipal bond market. Its competitive advantage lies in Nuveen's extensive experience and research capabilities in fixed income, particularly municipal bonds.
Total Addressable Market (TAM)
The total addressable market for municipal bonds is substantial, representing trillions of dollars in outstanding debt. Nuveen Dynamic Municipal Opportunities Fund, as a single fund, targets a portion of this market by seeking to attract assets from investors prioritizing tax-exempt income and professional management. Its positioning is within the specialized segment of managed municipal bond portfolios.
Upturn SWOT Analysis
Strengths
- Nuveen's established reputation and expertise in fixed-income management, especially in municipal bonds.
- Diversified portfolio aims to reduce credit risk and provide consistent income.
- Potential for capital appreciation in addition to income generation.
- Tax advantages of municipal bonds for eligible investors.
Weaknesses
- Closed-end fund structure can lead to trading at a discount or premium to net asset value (NAV).
- Interest rate sensitivity inherent in bond investments.
- Credit risk of underlying municipal issuers.
- Leverage, if used, can amplify both gains and losses.
Opportunities
- Potential for rising interest rates to increase yield on new bond purchases.
- Opportunities in underserved municipal sectors or specific state/local markets.
- Investor demand for tax-efficient income solutions.
- Active management can identify undervalued securities.
Threats
- Falling interest rates may reduce future income.
- Deterioration in the credit quality of municipal issuers leading to defaults.
- Changes in tax laws that reduce the attractiveness of municipal bonds.
- Increased competition from other fixed-income products and investment vehicles.
Competitors and Market Share
Key Competitors
- BlackRock Municipal Bond Trust (BBK)
- Invesco Municipal Opportunity Trust (VMO)
- PIMCO Municipal Income Fund III (PMX)
- Oppenheimer Municipal Bond Fund (OMBIX)
Competitive Landscape
Nuveen NDMO competes based on its investment strategy, management team's expertise, distribution yield, and trading price relative to its NAV. Its ability to outperform benchmarks and provide consistent tax-exempt income is a key differentiator.
Growth Trajectory and Initiatives
Historical Growth: Growth for a closed-end fund is primarily through attracting new assets (primary or secondary market) and through the appreciation of its underlying investments. Historical growth would be reflected in the growth of its AUM and NAV.
Future Projections: Future projections for a closed-end fund are not typically made by analysts in the same way as for operating companies. Performance is contingent on market conditions, interest rates, and the fund's investment strategy.
Recent Initiatives: Recent initiatives would likely focus on portfolio adjustments in response to market conditions, potential changes in leverage, or efforts to enhance shareholder value, such as rights offerings or tender offers, if applicable.
Summary
Nuveen Dynamic Municipal Opportunities Fund is a well-established closed-end fund focused on municipal bonds, leveraging Nuveen's expertise in fixed income. Its core strength lies in providing tax-advantaged income to investors. However, it faces inherent risks from interest rate volatility and credit quality of issuers. The fund needs to closely monitor market trends and actively manage its portfolio to navigate potential threats and capitalize on opportunities within the municipal bond market.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Nuveen Asset Management official website
- Fund prospectuses and shareholder reports
- Financial data aggregators (e.g., Morningstar, Bloomberg, FactSet - general knowledge of data types available)
Disclaimers:
This JSON output is generated for informational purposes only and does not constitute investment advice. Financial data and market share figures for closed-end funds are dynamic and may vary. Investors should consult with a qualified financial advisor and review the fund's official documentation before making any investment decisions.
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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