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Upturn AI SWOT - About
Invesco Municipal Income Opportunities Closed Fund Class Common (OIA)
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Upturn Advisory Summary
08/28/2025: OIA (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 -5.9% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
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
The Invesco Municipal Income Opportunities Trust is a closed-end fund. Specific founding year and detailed milestones require further research, but such funds are typically established to provide investors with access to a portfolio of municipal bonds.
Core Business Areas
- Municipal Bond Investments: Investing primarily in municipal securities that are exempt from federal income taxes. Aims to provide current income, but the fund's strategy is subject to changes in market conditions and investment mandates.
Leadership and Structure
Information on leadership and exact organizational structure requires access to Invesco's official documentation and regulatory filings. Closed-end funds are typically managed by an investment advisory team within a larger asset management company.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: The fund offers a diversified portfolio of municipal bonds. Market share data is not directly applicable to individual closed-end funds, but the fund competes with other municipal bond funds for investor capital. Competitors include Nuveen, BlackRock, and Eaton Vance municipal bond funds.
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rates, credit ratings of municipalities, and tax policies. Demand is driven by investors seeking tax-exempt income.
Positioning
Invesco's municipal bond fund aims to provide a competitive yield within the closed-end fund space. Its competitive advantages may include experienced management and diversified holdings.
Total Addressable Market (TAM)
The municipal bond market is a multi-trillion dollar market. The fund's position relative to the TAM depends on its assets under management (AUM) as a percentage of the total market capitalization.
Upturn SWOT Analysis
Strengths
- Tax-exempt income
- Professional management
- Diversified portfolio
Weaknesses
- Interest rate risk
- Credit risk (municipal defaults)
- Market volatility
- Discount to NAV (Net Asset Value)
Opportunities
- Rising demand for tax-advantaged investments
- Strategic acquisitions to increase AUM
- Active Management to outperform the market
Threats
- Rising interest rates
- Changes in tax laws
- Economic downturn impacting municipalities
- Increased competition from other funds
Competitors and Market Share
Key Competitors
- Nuveen Municipal Value Fund (NUV)
- BlackRock MuniYield Fund (MYD)
- Eaton Vance Municipal Income Trust (EOT)
Competitive Landscape
The fund's competitiveness depends on its yield, expense ratio, and historical performance compared to similar municipal bond funds. Advantages might include a strong track record and low expense ratio.
Growth Trajectory and Initiatives
Historical Growth: Historical growth can be assessed by analyzing changes in the fund's net asset value (NAV) and assets under management (AUM) over time.
Future Projections: Future growth projections are based on analyst estimates, market conditions, and the fund's investment strategy. These are often available from financial research firms.
Recent Initiatives: Recent initiatives would include changes in portfolio allocation, investment strategy, and expense ratio management. Specific information would be in press releases and reports by the fund.
Summary
Invesco Municipal Income Opportunities Fund (VMO) offers tax-exempt income through municipal bonds. Its strengths lie in professional management and diversification, but it faces interest rate and credit risks. Opportunities include rising demand for tax-advantaged investments, while threats involve tax law changes and economic downturns. The fund's performance relative to its peers determines its attractiveness.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Yahoo Finance
- Bloomberg
- Invesco Official Website
- SEC Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made in consultation with a qualified financial advisor.
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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