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Upturn AI SWOT - About
Thornburg Income Builder Opportunities Trust Common Stock (TBLD)
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Upturn Advisory Summary
10/15/2025: 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 34.85% | Avg. Invested days 75 | 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 10/15/2025 |
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 launched by Thornburg Investment Management, Inc. in 2014. The fund's objective is to seek high current income, with a secondary objective of long-term capital appreciation.
Core Business Areas
- Investment Management: The trust invests in a diversified portfolio of income-producing securities, including U.S. and foreign corporate debt, mortgage-backed securities, asset-backed securities, U.S. and foreign sovereign debt, and common stocks.
Leadership and Structure
The fund is managed by Thornburg Investment Management, Inc. Specific leadership details regarding the fund's portfolio management team are publicly available on Thornburg's website.
Top Products and Market Share
Key Offerings
- Diversified Income Portfolio: TBLD offers a diversified portfolio of income-generating assets. As a closed-end fund, its market share is represented by its net asset value (NAV) and market capitalization relative to other closed-end funds with similar investment objectives. Competitors include other closed-end funds such as BlackRock, Nuveen, and PIMCO.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, credit spreads, and overall market sentiment. Demand for income-generating assets fluctuates with investor risk appetite and economic conditions.
Positioning
TBLD aims to provide attractive income through a diversified portfolio. Its competitive advantage lies in Thornburg's investment expertise and active management approach.
Total Addressable Market (TAM)
The TAM for closed-end funds is vast, encompassing trillions of dollars managed globally. TBLD captures a small segment of this market, aiming to attract investors seeking diversified income solutions.
Upturn SWOT Analysis
Strengths
- Diversified portfolio
- Experienced management team (Thornburg)
- High current income potential
- Active management
Weaknesses
- Subject to market volatility
- Reliance on manager expertise
- Discount to NAV possible
- Interest rate risk
Opportunities
- Rising interest rate environment (potentially beneficial for certain fixed-income assets)
- Increased demand for income-generating investments
- Expansion of investment universe
- Potential for capital appreciation
Threats
- Economic recession
- Rising interest rates (negative impact on fixed-income prices)
- Increased competition from other income-oriented investments
- Credit risk
Competitors and Market Share
Key Competitors
- BME
- UTF
- PDI
Competitive Landscape
TBLD competes with other closed-end funds and income-oriented investments. Its performance depends on its investment strategy and market conditions. A key advantage would be a superior return relative to its risk profile.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the fund's ability to generate income and capital appreciation, influenced by market conditions and Thornburg's investment strategy.
Future Projections: Future projections require analysis of market trends, interest rate forecasts, and Thornburg's outlook. Analyst estimates may be available from financial data providers.
Recent Initiatives: Information on recent strategic initiatives can be found in TBLD's press releases and shareholder communications.
Summary
TBLD is a closed-end fund aiming to provide high income through diverse investments. Its performance is influenced by market conditions and Thornburg's management. Investors should consider market risks, interest rate sensitivities, and potential discounts to NAV. Strong performance will be driven by income generation and capital appreciation, but future economic downturns are a threat.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Thornburg Investment Management
- Yahoo Finance
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made after consulting with a qualified financial advisor. Market share estimations are based on publicly available information and fund size comparisons.
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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