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Upturn AI SWOT - About
Putnam Municipal Opportunities Trust (PMO)
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Upturn Advisory Summary
08/28/2025: 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 -11.08% | Avg. Invested days 44 | 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 08/28/2025 |
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 fund that invests primarily in municipal bonds. It seeks to provide current income exempt from federal income tax, consistent with preservation of capital. The fund has been operating for several decades.
Core Business Areas
- Municipal Bond Investments: PMO invests primarily in a diversified portfolio of municipal bonds, seeking to maximize tax-exempt current income.
Leadership and Structure
Putnam Investments serves as the investment advisor. The fund is managed by a team of portfolio managers who specialize in municipal bond investments.
Top Products and Market Share
Key Offerings
- Tax-Exempt Income: PMO's primary offering is a stream of income exempt from federal income tax, making it attractive to high-net-worth individuals and institutions in high tax brackets. Market share is difficult to ascertain in percentage, but PMO competes with other closed-end municipal bond funds and individual municipal bond investments. Competitors include Nuveen and BlackRock Municipal Funds.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors such as interest rates, credit quality of issuers, and tax policy. Demand for municipal bonds typically increases when federal income tax rates are high.
Positioning
PMO is positioned as a provider of tax-exempt income within the closed-end fund space. Its competitive advantages include Putnam's expertise in fixed income management and its long track record.
Total Addressable Market (TAM)
The total addressable market for municipal bonds is in the trillions of dollars. PMO's AUM represents a small fraction of this TAM. Its position depends on its fund performance and overall investor confidence in municipal securities.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Tax-exempt income stream
- Diversified portfolio
Weaknesses
- Closed-end fund structure can lead to trading at a discount to NAV
- Sensitivity to interest rate changes
- Reliance on Putnam's investment management
Opportunities
- Rising tax rates could increase demand for tax-exempt income
- Market volatility could create opportunities to purchase undervalued municipal bonds
- Expansion of fund offerings within the municipal bond space
Threats
- Rising interest rates could decrease the value of bond holdings
- Credit downgrades of municipal issuers could negatively impact performance
- Changes in tax laws could reduce the attractiveness of municipal bonds
Competitors and Market Share
Key Competitors
- Nuveen Municipal Value Fund (NUV)
- BlackRock Municipal Income Trust (BFK)
- Eaton Vance Municipal Income Trust (EIM)
Competitive Landscape
PMO competes with other closed-end municipal bond funds on the basis of its investment performance, expense ratio, and distribution yield. Its success depends on its ability to attract and retain investors.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to overall market conditions and the fund's ability to generate tax-exempt income.
Future Projections: Future projections are based on analyst estimates and management guidance.
Recent Initiatives: Recent initiatives typically involve adjustments to the fund's portfolio allocation and management strategies.
Summary
Putnam Municipal Opportunities Trust offers tax-exempt income but faces risks from interest rate hikes and credit quality. Its success depends on active management in a changing market. Trading at a discount and dependence on Putnam are its main weaknesses. The industry is also highly competitve, with many more established players in the industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Putnam Investments website
- SEC filings
- Financial data providers
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and risk tolerance.
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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