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Upturn AI SWOT - About
Putnam Municipal Opportunities Trust (PMO)
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Upturn Advisory Summary
07/11/2025: 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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -12.16% | Avg. Invested days 39 | 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 07/11/2025 |
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 management investment company. It was established to provide current income exempt from federal income tax, consistent with preservation of capital.
Core Business Areas
- Municipal Bond Investments: PMO invests primarily in municipal bonds, aiming for tax-exempt income for its shareholders. This includes bonds issued by state and local governments.
Leadership and Structure
Information on specific leadership team members is typically available on Putnam's website. The trust is managed by Putnam Investment Management, LLC.
Top Products and Market Share
Key Offerings
- Tax-Exempt Income: PMO's primary offering is providing investors with a stream of income that is exempt from federal income tax. Market share is based on total assets under management compared to other municipal bond closed-end funds. Competitors include Nuveen and BlackRock municipal bond funds. Specific product revenue breakdown is not publicly available.
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rates, credit quality of issuers, and federal and state tax policies. Demand for tax-exempt income drives investor interest in municipal bonds.
Positioning
PMO is a player in the closed-end fund market specializing in municipal bonds. Its competitive advantage lies in Putnam's expertise in fixed-income investing and its track record in managing municipal bond portfolios.
Total Addressable Market (TAM)
The TAM for municipal bonds is in the trillions of dollars. PMO's position is within the closed-end fund segment of this larger market.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Established Track Record
- Tax-Exempt Income
- Diversified Portfolio
Weaknesses
- Interest Rate Sensitivity
- Credit Risk
- Market Volatility
- Discount to NAV (Net Asset Value)
Opportunities
- Rising Tax Rates (Increased demand for tax-exempt income)
- Infrastructure Spending (Potential for new municipal bond issuance)
- Increased Investor Demand for Fixed Income
- Active Management (ability to outperform index funds)
Threats
- Rising Interest Rates
- Credit Downgrades of Municipal Issuers
- Changes in Tax Laws
- Economic Downturn
Competitors and Market Share
Key Competitors
- VFL
- NUV
- MUB
Competitive Landscape
PMO competes with other closed-end municipal bond funds based on performance, expense ratios, and distribution rates. Its competitive advantage depends on its investment strategy and ability to generate superior risk-adjusted returns.
Growth Trajectory and Initiatives
Historical Growth: Analyze historical growth in assets under management (AUM) and NAV.
Future Projections: Future growth is dependent on market conditions and the fund's ability to generate returns. Analyst estimates (if available) provide insights.
Recent Initiatives: Recent initiatives could include changes in investment strategy or expense management.
Summary
Putnam Municipal Opportunities Trust (PMO) offers tax-exempt income through municipal bond investments. Its strengths include an experienced management team and a diversified portfolio. Key challenges include interest rate sensitivity and market volatility. PMO must carefully manage credit risk and adapt to changes in the tax environment to maintain its competitive position.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Putnam Investments Website
- SEC Filings
- Morningstar
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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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