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Upturn AI SWOT - About
Putnam Master Intermediate Income Trust (PIM)
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Upturn Advisory Summary
08/28/2025: PIM (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 20.31% | Avg. Invested days 88 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 161.42M USD | Price to earnings Ratio 13.96 | 1Y Target Price - |
Price to earnings Ratio 13.96 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.3 | 52 Weeks Range 3.14 - 3.45 | Updated Date 06/29/2025 |
52 Weeks Range 3.14 - 3.45 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 7.88% | Basic EPS (TTM) 0.24 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 101.83% | Operating Margin (TTM) 83.5% |
Management Effectiveness
Return on Assets (TTM) 2.17% | Return on Equity (TTM) 13.16% |
Valuation
Trailing PE 13.96 | Forward PE - | Enterprise Value 161355056 | Price to Sales(TTM) 14.27 |
Enterprise Value 161355056 | Price to Sales(TTM) 14.27 | ||
Enterprise Value to Revenue 13.5 | Enterprise Value to EBITDA - | Shares Outstanding 48184300 | Shares Floating - |
Shares Outstanding 48184300 | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 58.34 |
Upturn AI SWOT
Putnam Master Intermediate Income Trust
Company Overview
History and Background
Putnam Master Intermediate Income Trust (PMT) is a closed-end investment fund. It invests primarily in a diversified portfolio of intermediate-term fixed-income securities. The fund aims to provide current income, and has been in operation since its inception date.
Core Business Areas
- Fixed Income Investments: PMT focuses on investing in a variety of fixed-income securities, including U.S. government securities, corporate bonds, and mortgage-backed securities. It seeks to generate income and preserve capital through strategic allocation within the fixed-income market.
Leadership and Structure
Putnam Investments manages the fund. The structure involves a board of trustees overseeing Putnam Management, who are responsible for the day-to-day investment decisions.
Top Products and Market Share
Key Offerings
- Closed-End Fund: PMT is a closed-end fund offering investors access to a diversified portfolio of fixed-income securities. Market share is best assessed relative to other closed-end fixed income funds, data which fluctuates and would require real-time retrieval. Competitors include other closed-end funds like BlackRock and PIMCO funds.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, economic conditions, and investor sentiment towards fixed income investments. Demand fluctuates based on perceived risk and yield opportunities within the broader bond market.
Positioning
PMT's position is as a diversified intermediate-term fixed-income fund, seeking to balance income generation with moderate risk. Its competitive advantage lies in its experienced management team and diversified portfolio.
Total Addressable Market (TAM)
The TAM consists of the entire fixed-income investment market, worth trillions. PMT's positioning captures a small portion focused on intermediate-term bonds. Its success depends on outperforming similar funds and attracting investor capital.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Diversified Fixed-Income Portfolio
- Established Track Record
- Access to Putnam's Research Resources
Weaknesses
- Sensitivity to Interest Rate Changes
- Limited Liquidity Compared to Open-End Funds
- Management Fees
- Discount to Net Asset Value (NAV)
Opportunities
- Rising Interest Rate Environment (potentially increased yields)
- Increased Demand for Income-Generating Assets
- Expanding into New Fixed-Income Sectors
- Capitalizing on Market Volatility
Threats
- Economic Downturn
- Credit Defaults
- Increased Competition from Other Fixed-Income Funds
- Changes in Regulatory Landscape
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- PIMCO (ALL)
Competitive Landscape
PMT competes with other closed-end funds and fixed-income investment products. Its advantages include Putnam's reputation and experience. Disadvantages may include size and liquidity compared to larger competitors like BlackRock and PIMCO. Market share percentage data not available without real-time updates.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the fund's performance and the broader fixed-income market. Real-time data is necessary for accurate analysis.
Future Projections: Future projections depend on analyst estimates, which need real-time data from financial news sources.
Recent Initiatives: Recent initiatives need real-time updates from the company and financial news sources.
Summary
Putnam Master Intermediate Income Trust aims to provide current income through fixed-income investments. Its success depends on strategic asset allocation and managing interest rate risk. Competition in the closed-end fund industry is intense, and performance hinges on the fund's ability to deliver competitive returns while maintaining a diversified portfolio. Future performance may be impacted by broader economic conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Putnam Investments Website
- Financial News Outlets
- SEC Filings (where available)
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data is subject to change and requires real-time verification.
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 Putnam Master Intermediate Income Trust
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1988-04-19 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Putnam Master Intermediate Income Trust is a closed ended fixed income mutual fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in the fixed income markets of the United States. The fund invests in bonds of companies operating across diversified sectors. It benchmarks the performance of its portfolio against the Barclays Capital Government/Credit Bond Index. Putnam Master Intermediate Income Trust was formed on April 29, 1988 and is domiciled in the United States.
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