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Upturn AI SWOT - About
Invesco Municipal Income Opportunities Closed Fund Class Common (OIA)
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Upturn Advisory Summary
09/12/2025: 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 -0.81% | Avg. Invested days 30 | 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 09/12/2025 |
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 (OIA) is a closed-end fund. It invests in municipal bonds to generate income, with a focus on tax-exempt securities. Founded to provide investors with access to the municipal bond market.
Core Business Areas
- Municipal Bond Investments: The fund invests primarily in municipal bonds, including those that are investment-grade and below-investment-grade. The bonds are tax-exempt, providing income that is not subject to federal income tax.
Leadership and Structure
The fund is managed by Invesco Advisers, Inc., a subsidiary of Invesco Ltd. Management team includes portfolio managers specializing in municipal bonds. As a closed-end fund, it has a board of directors.
Top Products and Market Share
Key Offerings
- Tax-Exempt Municipal Bond Fund: OIA is a closed-end fund investing in municipal bonds that provide income exempt from federal income tax. Market share of individual closed-end funds is relatively small; competition comes from other municipal bond funds and ETFs. Competitors include Nuveen, BlackRock, and Eaton Vance municipal bond funds.
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rates, credit quality of issuers, and tax policies. Demand for municipal bonds is often driven by investors seeking tax-advantaged income.
Positioning
OIA is positioned as a provider of tax-exempt income. Its competitive advantage lies in Invesco's expertise in managing municipal bond portfolios.
Total Addressable Market (TAM)
The US municipal bond market is estimated to be in the trillions of dollars. OIA targets a segment of this market by focusing on income generation. The TAM is the entire tax-exempt municipal bond market.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Tax-exempt income
- Access to diverse municipal bond issuers
Weaknesses
- Sensitivity to interest rate changes
- Credit risk of municipal bond issuers
- Discount to net asset value (NAV)
Opportunities
- Rising demand for tax-exempt income
- Potential for capital appreciation
- Active management to enhance returns
Threats
- Rising interest rates
- Credit downgrades of municipal bond issuers
- Changes in tax laws
Competitors and Market Share
Key Competitors
- Nuveen Municipal High Income Opportunity Fund (NMZ)
- BlackRock MuniYield Investment Quality Fund (MFT)
- Eaton Vance Municipal Income Trust (EVN)
Competitive Landscape
OIA faces competition from other closed-end municipal bond funds. Competitive advantages depend on management expertise and investment strategy.
Growth Trajectory and Initiatives
Historical Growth: Growth depends on the performance of the municipal bond market.
Future Projections: Future growth is tied to interest rates and demand for tax-exempt income.
Recent Initiatives: Recent initiatives may include portfolio adjustments to manage risk and enhance returns.
Summary
Invesco Municipal Income Opportunities Fund (OIA) offers tax-exempt income through municipal bond investments, managed by an experienced team. Its vulnerability lies in interest rate sensitivity and potential credit risk of issuers. Strengths include its tax-advantaged nature and Invesco's expertise. Monitoring interest rates and issuer creditworthiness is crucial for sustained performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Website
- SEC Filings
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Actual financial performance may vary.
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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