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Upturn AI SWOT - About
Invesco Municipal Income Opportunities Closed Fund Class Common (OIA)
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Upturn Advisory Summary
10/15/2025: OIA (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 1.59% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 269.85M USD | Price to earnings Ratio 15.3 | 1Y Target Price - |
Price to earnings Ratio 15.3 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.85 | 52 Weeks Range 5.43 - 6.99 | Updated Date 06/29/2025 |
52 Weeks Range 5.43 - 6.99 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.17% | Basic EPS (TTM) 0.37 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 78.37% | Operating Margin (TTM) 88.04% |
Management Effectiveness
Return on Assets (TTM) 2.75% | Return on Equity (TTM) 5.69% |
Valuation
Trailing PE 15.3 | Forward PE - | Enterprise Value 389351136 | Price to Sales(TTM) 12.14 |
Enterprise Value 389351136 | Price to Sales(TTM) 12.14 | ||
Enterprise Value to Revenue 22 | Enterprise Value to EBITDA - | Shares Outstanding 47676800 | Shares Floating - |
Shares Outstanding 47676800 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 16.31 |
Upturn AI SWOT
Invesco Municipal Income Opportunities Closed Fund Class Common
Company Overview
History and Background
Invesco Municipal Income Opportunities Closed Fund Class Common is a closed-end fund managed by Invesco. It focuses on investing in municipal securities to provide current income, typically exempt from federal income tax.
Core Business Areas
- Municipal Bond Investments: Primary focus is investing in municipal bonds to generate tax-exempt income.
Leadership and Structure
Invesco Advisers, Inc. serves as the investment advisor. The fund is structured as a closed-end investment company with a board of directors overseeing operations.
Top Products and Market Share
Key Offerings
- Tax-Exempt Municipal Bonds: The fund invests primarily in a portfolio of municipal bonds to generate income exempt from federal income tax. Market share data not specifically available for this fund's niche strategy. Competitors include other municipal bond funds such as Nuveen AMT-Free Municipal Credit Income Fund and BlackRock MuniYield Investment Fund.
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rates, tax policies, and the creditworthiness of municipal issuers. Demand is driven by investors seeking tax-advantaged income.
Positioning
Invesco Municipal Income Opportunities Closed Fund Class Common positions itself by offering a high level of tax-exempt income through active management and strategic sector allocation.
Total Addressable Market (TAM)
The total municipal bond market is several trillion USD. Invesco's fund is a small component, competing for investor allocations within the broader market.
Upturn SWOT Analysis
Strengths
- Tax-exempt income generation
- Experienced management team (Invesco)
- Diversified portfolio of municipal bonds
Weaknesses
- Sensitivity to interest rate changes
- Potential for credit risk in municipal bonds
- Closed-end fund structure can lead to trading at a discount to NAV
Opportunities
- Rising demand for tax-advantaged investments
- Potential for active management to outperform passive strategies
- Expansion into new municipal bond sectors
Threats
- Changes in tax laws reducing the attractiveness of municipal bonds
- Increased competition from other municipal bond funds
- Economic downturn impacting the creditworthiness of municipal issuers
Competitors and Market Share
Key Competitors
- NUV
- BBN
- VFL
- MUB
- HYD
Competitive Landscape
VMO is one of many municipal bond funds that provides tax-exempt income. It competes with other national and state-specific municipal bond funds.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the performance of the municipal bond market and the fund's ability to generate attractive returns.
Future Projections: Future growth will depend on factors such as interest rates, tax policies, and the overall economic environment. Analyst estimates are not readily available for this specific fund, but general municipal bond outlook can be consulted.
Recent Initiatives: Recent initiatives may include adjustments to the portfolio's sector allocation or duration to adapt to changing market conditions.
Summary
Invesco Municipal Income Opportunities Closed Fund Class Common (VMO) provides tax-exempt income through municipal bond investments, managed by an experienced team. Its weaknesses include interest rate sensitivity and the potential for trading at a discount. Opportunities exist in the growing demand for tax-advantaged investments; however, changes in tax laws or economic downturns may pose a threat.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- Financial data providers (e.g., Bloomberg, Reuters)
- Fund prospectuses and reports
Disclaimers:
This analysis 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 numbers are estimated.
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 Invesco Municipal Income Opportunities Closed Fund Class Common
Exchange NYSE | Headquaters Atlanta, GA, United States | ||
IPO Launch date 1988-10-05 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Invesco Municipal Income Opportunities Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, INVESCO Asset Management (Japan) Limited, Invesco Hong Kong Limited, INVESCO Senior Secured Management, Inc., and Invesco Canada Ltd. It invests in the fixed income markets of the United States. The fund primarily invests in municipal bonds rated BB or better by Standard & Poor's or Ba or better by Moody's. It employs fundamental analysis with bottom-up security selection approach to create its portfolio. The fund was previously known as Morgan Stanley Municipal Income Opportunities Trust. Invesco Municipal Income Opportunities Trust was formed on September 19, 1988 and is domiciled in the United States.
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