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Upturn AI SWOT - About
Putnam Master Intermediate Income Trust (PIM)
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Upturn Advisory Summary
10/15/2025: 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 17.89% | Avg. Invested days 75 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/15/2025 |
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 (NYSE: PIM) is a closed-end fund established to provide current income. It primarily invests in a diversified portfolio of intermediate-term debt securities. The fund's inception date is not consistently available in concise form; further research is needed for an exact date. Its evolution has focused on optimizing income generation through strategic asset allocation within the intermediate-term debt market.
Core Business Areas
- Fixed Income Investment: The fund's core business is investing in a diversified portfolio of fixed-income securities, primarily intermediate-term debt. The strategy aims to generate current income for shareholders while managing risk.
Leadership and Structure
Putnam Investments manages PIM. Information about the fund's leadership team (portfolio managers) is readily available on Putnam's website and financial reports. The fund operates under a board of trustees.
Top Products and Market Share
Key Offerings
- Intermediate-Term Debt Securities Portfolio: PIM offers an investment vehicle providing exposure to a diversified portfolio of intermediate-term debt. Market share is less relevant for closed-end funds compared to actively managed open-end mutual funds. Competition comes from other closed-end funds focusing on similar asset classes and investment strategies, such as those managed by BlackRock, Eaton Vance, and Nuveen.
Market Dynamics
Industry Overview
The closed-end fund industry is driven by investor demand for income and total return strategies. Intermediate-term debt is influenced by interest rate movements, credit spreads, and overall economic conditions.
Positioning
PIM is positioned as an income-generating investment vehicle focused on intermediate-term debt. Its competitive advantage lies in Putnam's expertise in fixed-income management and its ability to identify and select attractive debt securities.
Total Addressable Market (TAM)
The TAM for fixed income is in the trillions of dollars, spanning institutional and retail investors globally. PIM's positioning is relative to investors seeking intermediate term strategies and income.
Upturn SWOT Analysis
Strengths
- Experienced management team (Putnam Investments)
- Diversified portfolio of intermediate-term debt
- Focus on generating current income
- Established track record in fixed-income management
Weaknesses
- Vulnerability to interest rate risk
- Management fees can impact returns
- Discount or premium to net asset value (NAV)
- Reliance on Putnam Investment's Performance
Opportunities
- Rising interest rate environment (potentially increasing income)
- Increasing demand for income-generating investments
- Expanding into new fixed-income sectors
- Effective risk management strategies for debt securities
Threats
- Economic recession (potential for credit defaults)
- Interest rate volatility
- Increased competition from other fixed-income funds
- Changes in regulatory environment
Competitors and Market Share
Key Competitors
- Eaton Vance NextShares Trust II (EVSTC)
- Nuveen Credit Strategies Income Fund (JQC)
- BlackRock Core Bond Trust (BHK)
Competitive Landscape
PIM's advantages depend on its investment performance, expense ratio, and reputation of Putnam Investments. Its disadvantages include exposure to interest rate risk and the potential for trading at a discount to NAV.
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily driven by the fund's ability to generate income and manage its portfolio effectively. Total asset growth reflects market performance and net investment income.
Future Projections: Future growth is dependent on interest rate trends, credit market conditions, and Putnam's investment management expertise. Analyst estimates are not typically provided for closed-end funds in the same way as for operating companies.
Recent Initiatives: Information on recent strategic initiatives can be found in fund reports and press releases. This may include adjustments to portfolio allocation, risk management strategies, or expense ratio management.
Summary
Putnam Master Intermediate Income Trust is a closed-end fund focusing on providing current income through intermediate-term debt securities. Its strength lies in Putnam's expertise, but it is vulnerable to interest rate risk and potential market downturns. The fund benefits from demand for income-generating investments. Monitoring interest rate trends and credit quality is crucial for future performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Yahoo Finance
- Putnam Investments Website
- SEC Filings
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be made after consulting 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 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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