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Putnam Municipal Opportunities Trust (PMO)
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Upturn Advisory Summary
01/09/2026: 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 -1.57% | Avg. Invested days 57 | 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 01/09/2026 |
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 managed by Putnam Investments. It was established with the objective of providing current income exempt from federal income tax and, to a lesser extent, state and local income taxes. The fund's strategy focuses on investing in a diversified portfolio of municipal securities.
Core Business Areas
- Investment Management: The core business is managing a portfolio of municipal bonds to generate tax-exempt income for its shareholders. This involves credit research, security selection, and portfolio construction.
Leadership and Structure
Putnam Municipal Opportunities Trust is a closed-end investment company managed by Putnam Investments. The fund is overseen by a Board of Trustees and a team of portfolio managers responsible for investment decisions. Specific leadership details can be found in the fund's annual reports and prospectuses.
Top Products and Market Share
Key Offerings
- Competitors: Other municipal bond closed-end funds, such as those offered by BlackRock, Nuveen, and PIMCO.
- Description: A closed-end fund investing primarily in municipal securities to provide tax-exempt income. The fund aims for a balance of income and capital preservation. Market share data for individual closed-end funds is not typically reported in the same way as publicly traded companies. Its competitors are other municipal bond closed-end funds.
- Fund Name: Putnam Municipal Opportunities Trust (PMO)
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rate movements, credit quality of issuers (states and municipalities), and tax policies. As a closed-end fund, PMO operates within a segment that can trade at premiums or discounts to its net asset value (NAV), influenced by market sentiment and fund-specific factors.
Positioning
PMO is positioned as a provider of tax-exempt income for investors in higher tax brackets. Its competitive advantage lies in its active management approach and the potential for income generation through a diversified portfolio of municipal securities.
Total Addressable Market (TAM)
The total addressable market for municipal bonds is substantial, representing trillions of dollars in outstanding debt. PMO aims to capture a portion of this market by providing access to a professionally managed portfolio of these securities for its investors.
Upturn SWOT Analysis
Strengths
- Tax-exempt income generation
- Diversified portfolio of municipal securities
- Active management by experienced professionals
Weaknesses
- Interest rate sensitivity
- Potential for discounts to NAV
- Credit risk associated with municipal issuers
Opportunities
- Potential for rising interest rates to increase yields on new issuances
- Investor demand for tax-efficient income strategies
- Opportunities for credit enhancement and active management to outperform benchmarks
Threats
- Declining municipal credit quality
- Changes in tax laws that reduce the tax-exempt status of municipal bonds
- Increased competition from other income-generating investments
Competitors and Market Share
Key Competitors
- Nuveen Municipal High Income Fund (NHF)
- BlackRock MuniYield Fund (MYF)
- PIMCO High Income Fund (PHK)
Competitive Landscape
PMO competes with other closed-end municipal bond funds on factors such as yield, expense ratio, credit quality of holdings, and management expertise. Its ability to generate attractive tax-exempt income and manage its premium/discount to NAV are key competitive factors.
Growth Trajectory and Initiatives
Historical Growth: The growth trajectory of PMO is primarily reflected in the growth of its Net Asset Value (NAV) and its ability to maintain consistent dividend payments. This is influenced by market conditions and investment performance.
Future Projections: Future projections for closed-end funds are generally based on expected market conditions, interest rate trends, and the fund's investment strategy. Analyst estimates for future NAV growth and dividend sustainability are key indicators.
Recent Initiatives: Recent initiatives may include portfolio adjustments to adapt to changing interest rate environments, focus on specific sectors within the municipal market, or efforts to manage the fund's premium/discount to NAV.
Summary
Putnam Municipal Opportunities Trust (PMO) is a closed-end fund focused on tax-exempt income from municipal bonds. Its strengths lie in its diversified portfolio and active management, but it faces risks from interest rate sensitivity and credit quality. The fund's success depends on navigating market volatility and maintaining attractive yields for its shareholders.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Putnam Investments official website
- SEC filings (e.g., Prospectus, Annual Reports)
- Financial data providers (e.g., Morningstar, Bloomberg - for general market data and competitor information)
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. It does not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making investment decisions. Market share data for closed-end funds is an approximation based on asset under management and is not definitive.
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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