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Upturn AI SWOT - About
Putnam Municipal Opportunities Trust (PMO)
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Upturn Advisory Summary
09/18/2025: PMO (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 -6.26% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/18/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 291.52M USD | Price to earnings Ratio 4.58 | 1Y Target Price - |
Price to earnings Ratio 4.58 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.72 | 52 Weeks Range 9.34 - 10.96 | Updated Date 06/29/2025 |
52 Weeks Range 9.34 - 10.96 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 4.79% | Basic EPS (TTM) 2.15 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 50.09% | Operating Margin (TTM) 87.03% |
Management Effectiveness
Return on Assets (TTM) 1.91% | Return on Equity (TTM) 2.04% |
Valuation
Trailing PE 4.58 | Forward PE - | Enterprise Value 456863776 | Price to Sales(TTM) 13.65 |
Enterprise Value 456863776 | Price to Sales(TTM) 13.65 | ||
Enterprise Value to Revenue 6.38 | Enterprise Value to EBITDA - | Shares Outstanding 29596400 | Shares Floating - |
Shares Outstanding 29596400 | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 25.77 |
Upturn AI SWOT
Putnam Municipal Opportunities Trust
Company Overview
History and Background
Putnam Municipal Opportunities Trust (PMO) is a closed-end investment fund. It was established to provide high current income exempt from federal income tax, consistent with preservation of capital.
Core Business Areas
- Municipal Bond Investments: The fund invests primarily in municipal bonds exempt from federal income tax, including those of various states and local jurisdictions. It is a closed-end fund meaning that only a specific number of shares can be bought.
Leadership and Structure
The fund is managed by Putnam Investment Management, LLC, a well-established investment management firm. The structure is that of a closed-end fund, with a board of trustees overseeing the fund's operations and investment strategy.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: PMO offers a portfolio consisting of diverse municipal bonds, aiming to provide tax-exempt income. Given the diversified nature of municipal bond funds, direct market share data is not applicable as it reflects aggregate portfolio holdings rather than a specific identifiable product. Competitors include other closed-end and open-end municipal bond funds (see Competitors Section).
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rates, credit quality of issuers, and tax policy. Demand for municipal bonds typically increases during periods of higher tax rates and when investors seek lower-risk investments.
Positioning
PMO aims to provide a competitive yield within the closed-end municipal bond fund space. Its competitive advantage relies on Putnam's expertise in municipal bond selection and management.
Total Addressable Market (TAM)
The total addressable market (TAM) for municipal bonds is estimated to be in the trillions of dollars. PMO, as a closed-end fund, targets a specific portion of this market, seeking to capitalize on attractive investment opportunities within the municipal bond universe. The TAM of the municipal bond market is vast, encompassing trillions of dollars in outstanding debt, with ongoing issuance to fund infrastructure, education, and other public projects. PMO is positioned to capture income and value from this broad market.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified municipal bond portfolio
- Tax-exempt income for investors
- Established track record
Weaknesses
- Sensitivity to interest rate changes
- Potential for credit risk in municipal bonds
- Closed-end fund structure may lead to trading at a discount to NAV
- Management Fees
Opportunities
- Rising tax rates increasing demand for tax-exempt investments
- Infrastructure investment driving municipal bond issuance
- Active management to capitalize on market inefficiencies
- Increasing investor awareness of tax-advantaged strategies
Threats
- Increased interest rates reducing bond values
- Credit downgrades of municipal issuers
- Changes in tax laws reducing the attractiveness of municipal bonds
- Competition from other fixed-income investments
Competitors and Market Share
Key Competitors
- Nuveen AMT-Free Quality Municipal Income Fund (NEA)
- BlackRock Municipal Income Trust (BFK)
- Eaton Vance Municipal Income Trust (EVN)
Competitive Landscape
PMO competes with other closed-end municipal bond funds based on factors such as yield, expense ratio, and historical performance. Putnam's brand and expertise can be differentiating factors.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is typically measured by the increase in the fund's net asset value (NAV) and its ability to maintain a competitive yield. Historical data is required for this to be populated.
Future Projections: Future projections would depend on factors such as interest rate expectations, credit market conditions, and the fund's ability to identify attractive investment opportunities within the municipal bond market. Analyst data is required for this to be populated.
Recent Initiatives: Recent initiatives may include adjustments to the fund's portfolio allocation, expense management strategies, and shareholder communication efforts. This kind of news is only visible within press releases or official company communications.
Summary
Putnam Municipal Opportunities Trust (PMO) aims to provide tax-exempt income through a diversified portfolio of municipal bonds. Its strengths lie in Putnam's experienced management and a focus on tax-advantaged investing. However, PMO is susceptible to interest rate risk and potential credit issues within the municipal bond market. Strategic portfolio adjustments and focus on income generation are vital for continued success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Putnam Investments Website
- Morningstar
- SEC Filings
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share data is an estimate and may vary. Investment decisions should be based on individual circumstances and consultation with a 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 Municipal Opportunities Trust
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1994-10-27 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Putnam Municipal Opportunities 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 fixed income markets of United States. The fund invests in companies operating across healthcare, utilities, transportation, water and sewer, and housing sectors. Putnam Municipal Opportunities Trust was formed in 1993 and is domiciled in United States.
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