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Upturn AI SWOT - About
RiverNorth Managed Duration Municipal Income Fund II Inc. (RMMZ)
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Upturn Advisory Summary
06/30/2025: RMMZ (1-star) is currently NOT-A-BUY. Pass it for now.
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
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -2.53% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 118.29M USD | Price to earnings Ratio 17.71 | 1Y Target Price - |
Price to earnings Ratio 17.71 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 13.52 - 15.93 | Updated Date 06/29/2025 |
52 Weeks Range 13.52 - 15.93 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 8.16% | Basic EPS (TTM) 0.79 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 17.71 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 17.59 |
Enterprise Value - | Price to Sales(TTM) 17.59 | ||
Enterprise Value to Revenue 31.16 | Enterprise Value to EBITDA - | Shares Outstanding 8455000 | Shares Floating - |
Shares Outstanding 8455000 | Shares Floating - | ||
Percent Insiders 8.8 | Percent Institutions 13.23 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
RiverNorth Managed Duration Municipal Income Fund II Inc.
Company Overview
History and Background
RiverNorth Managed Duration Municipal Income Fund II Inc. (RMZ) is a closed-end management investment company focused on providing current income, with a secondary objective of capital appreciation. It launched after the first fund RiverNorth Managed Duration Municipal Income Fund (RMM), and the exact founding year for RMZ should be confirmed via official resources.
Core Business Areas
- Municipal Bond Investments: Primarily invests in a portfolio of municipal bonds and other municipal securities, seeking to provide income exempt from federal income taxes.
- Managed Duration Strategy: Employs a managed duration strategy to mitigate interest rate risk, adjusting portfolio duration based on interest rate expectations.
Leadership and Structure
RiverNorth Capital Management, LLC serves as the investment advisor. The organizational structure involves a board of directors overseeing the fund's operations, with RiverNorth managing the investment portfolio.
Top Products and Market Share
Key Offerings
- Municipal Income Fund: RMZ offers investors access to a diversified portfolio of municipal bonds, providing tax-advantaged income. Market share data specific to RMZ's portion of the closed-end municipal bond fund market is hard to determine without proprietary data. Competitors include Nuveen, BlackRock, Eaton Vance closed-end municipal bond funds.
Market Dynamics
Industry Overview
The closed-end municipal bond fund market is influenced by interest rates, municipal bond supply, and investor demand for tax-advantaged income.
Positioning
RMZ positions itself as a managed duration municipal bond fund, aiming to offer a balance between income and interest rate risk management.
Total Addressable Market (TAM)
The total addressable market is the entire municipal bond market, worth trillions of dollars, from which it can select securities for its portfolio. RMZ's TAM is large, but its ability to capture it is limited by its investment strategy.
Upturn SWOT Analysis
Strengths
- Experienced Investment Advisor
- Managed Duration Strategy
- Tax-Advantaged Income
- Diversified Portfolio
Weaknesses
- Closed-End Fund Structure (Trading at a discount or premium)
- Interest Rate Risk
- Credit Risk (Municipal Bonds)
- Dependence on Investment Advisor's Performance
Opportunities
- Rising Interest Rate Environment (Potentially beneficial for managed duration)
- Increased Demand for Tax-Advantaged Income
- Expanding Municipal Bond Market
- Strategic Acquisitions of other fund companies
Threats
- Economic Downturn (Increased credit risk)
- Changes in Tax Laws (Reducing the appeal of municipal bonds)
- Increased Competition from other municipal bond funds
- Rising Interest Rates (if not managed correctly)
Competitors and Market Share
Key Competitors
- Nuveen AMT-Free Quality Municipal Income Fund (NEA)
- BlackRock Municipal Income Trust II (BLE)
- Eaton Vance Municipal Income Trust (EVN)
Competitive Landscape
RMZ competes with other closed-end municipal bond funds based on investment strategy, expense ratio, and performance.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is measured by the fund's total return and changes in NAV over time.
Future Projections: Future projections depend on interest rate forecasts, municipal bond market outlook, and the investment advisor's ability to generate returns.
Recent Initiatives: Recent initiatives may include adjustments to the portfolio's duration or sector allocations based on market conditions.
Summary
RiverNorth Managed Duration Municipal Income Fund II (RMZ) offers investors access to tax-exempt income via municipal bonds. The fund's managed duration strategy aims to mitigate interest rate risk, providing some downside protection. The fund is reliant on its investment advisor's decisions. Its performance is also directly linked to municipal bond market fluctuations and investor sentiment. However the fund is small relative to others.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- RiverNorth Capital Management Website
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor. Market share numbers are estimates.
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 RiverNorth Managed Duration Municipal Income Fund II Inc.
Exchange NYSE | Headquaters West Palm Beach, FL, United States | ||
IPO Launch date 2022-02-11 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
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