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Upturn AI SWOT - About
Thornburg Income Builder Opportunities Trust Common Stock (TBLD)
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Upturn Advisory Summary
08/28/2025: TBLD (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 31.94% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 624.31M USD | Price to earnings Ratio 8.35 | 1Y Target Price - |
Price to earnings Ratio 8.35 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 15.80 - 19.49 | Updated Date 06/29/2025 |
52 Weeks Range 15.80 - 19.49 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.42% | Basic EPS (TTM) 2.33 |
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 8.35 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 7.9 |
Enterprise Value - | Price to Sales(TTM) 7.9 | ||
Enterprise Value to Revenue 7.89 | Enterprise Value to EBITDA - | Shares Outstanding 32081900 | Shares Floating - |
Shares Outstanding 32081900 | Shares Floating - | ||
Percent Insiders 7.15 | Percent Institutions 25.42 |
Upturn AI SWOT
Thornburg Income Builder Opportunities Trust Common Stock
Company Overview
History and Background
Thornburg Income Builder Opportunities Trust (NYSE: TBLD) is a closed-end fund. It invests in a diversified portfolio of income-producing securities, including equities and fixed-income instruments. It was incepted on July 28, 2023.
Core Business Areas
- Investment Management: TBLD is a closed-end fund focused on generating current income and, secondarily, capital appreciation through investments in various income-producing assets, including dividend-paying stocks and bonds. TBLD's investments are diversified across industries and geographies.
Leadership and Structure
The fund is managed by Thornburg Investment Management. Specific details on the leadership team and organizational structure are available on the fund's website and SEC filings.
Top Products and Market Share
Key Offerings
- Closed-End Fund: TBLD operates as a closed-end fund. Closed-end funds issue a fixed number of shares and are traded on exchanges. TBLD invests in income-producing assets. Market share is not directly applicable to a closed-end fund as its performance depends on the fund manager and portfolio of assets compared to broad market indices. Competitors are other closed-end income funds such as BlackRock Enhanced Equity Dividend Trust (BDJ).
Market Dynamics
Industry Overview
The closed-end fund industry is highly competitive, with numerous funds offering a range of investment strategies and objectives. It is influenced by interest rates, investor sentiment, and economic conditions.
Positioning
TBLD positions itself as a diversified income-generating fund, seeking opportunities across different asset classes. The competitive advantage lies in portfolio selection skills of its managers.
Total Addressable Market (TAM)
The TAM for income-generating investments is substantial. TBLD's market share is small relative to the overall income-producing asset market. Its success hinges on attracting and retaining investors seeking income.
Upturn SWOT Analysis
Strengths
- Experienced management team (Thornburg Investment Management)
- Diversified portfolio across income-producing assets
- Potential for high current income
Weaknesses
- Reliance on the management team's investment decisions
- Market risk inherent in the underlying assets
- Sensitivity to interest rate fluctuations and credit spreads
Opportunities
- Growing demand for income-generating investments
- Potential to capitalize on market inefficiencies
- Expanding asset base through effective marketing and performance
Threats
- Increased competition from other income funds
- Economic downturn impacting underlying asset performance
- Changes in regulations affecting closed-end funds
Competitors and Market Share
Key Competitors
- BDJ
- GOF
- RQI
- ECC
Competitive Landscape
The fund competes with other closed-end income funds. Its advantages and disadvantages compared to competitors depend on investment strategy, expense ratio, and portfolio performance.
Growth Trajectory and Initiatives
Historical Growth: Requires historical data to compute which cannot be provided right now. Look to Yahoo Finance, Bloomberg, or SEC Filings for data.
Future Projections: Future projections require analyst reports which I do not have access to.
Recent Initiatives: Requires real-time data to compute which cannot be provided right now. Look to Yahoo Finance, Bloomberg, or SEC Filings for data.
Summary
Thornburg Income Builder Opportunities Trust is a closed-end fund focused on generating income. Its success depends heavily on the skill of Thornburg Investment Management in selecting income-producing assets. Being a newly incepted fund, TBLD needs to establish a track record of performance and shareholder returns. Investors should monitor the fund's portfolio composition, expense ratio, and dividend yield. The fund is sensitive to market and economic conditions affecting its underlying asset holdings.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Yahoo Finance
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered as financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified 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 Thornburg Income Builder Opportunities Trust Common Stock
Exchange NASDAQ | Headquaters Santa Fe, NM, United States | ||
IPO Launch date 2021-07-28 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
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