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Thornburg Income Builder Opportunities Trust Common Stock (TBLD)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
12/03/2025: TBLD (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.
Analysis of Past Performance
Type Stock | Historic Profit 31.76% | Avg. Invested days 79 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/03/2025 |
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 (TICKER: Ticker needed, but not given) is a closed-end fund that seeks to provide a high level of current income, with a secondary objective of capital appreciation. It's managed by Thornburg Investment Management.
Core Business Areas
- Investment Management: Manages a diversified portfolio of income-producing securities, including U.S. and foreign corporate bonds, mortgage-backed securities, and other asset-backed securities.
Leadership and Structure
The trust is managed by a team of portfolio managers at Thornburg Investment Management. Details of specific personnel are readily available on Thornburg's website and SEC filings.
Top Products and Market Share
Key Offerings
- Diversified Income Portfolio: The fund's primary offering is a diversified portfolio of income-generating assets. Market share is not directly applicable to closed-end funds in the same way as operating companies; performance relative to peers and benchmarks is key. Competitors include other closed-end income funds.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, credit spreads, and overall market sentiment. Demand for income-producing assets drives fund flows.
Positioning
The fund aims to provide a differentiated income stream through active management and asset allocation. Its competitive advantage depends on its portfolio management team's ability to identify and capitalize on opportunities.
Total Addressable Market (TAM)
The TAM is substantial and represents the overall market for income-generating assets. The Trust targets a niche within this TAM by offering a actively-managed diversified portfolio. No precise TAM data available without access to analyst reports.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Diversified Portfolio
- Active Asset Allocation
- Established Track Record
Weaknesses
- Management Fees
- Market Volatility Impact
- Interest Rate Sensitivity
- Leverage Risk
Opportunities
- Growing Demand for Income
- Expansion into New Asset Classes
- Strategic Partnerships
- Innovative Investment Strategies
Threats
- Rising Interest Rates
- Credit Spread Widening
- Economic Downturn
- Increased Competition
Competitors and Market Share
Key Competitors
- PIMCO Dynamic Income Fund (PDI)
- BlackRock Core Bond Trust (BHK)
- DoubleLine Income Solutions Fund (DSL)
Competitive Landscape
Competitive advantages for closed-end funds lie in management expertise, asset allocation strategies, and cost structure. Thornburg's success depends on outperforming its peers in terms of total return and risk-adjusted performance.
Growth Trajectory and Initiatives
Historical Growth: Requires Ticker Symbol to analyze past growth trends.
Future Projections: Future projections for closed-end funds rely on expert analyst estimates, the trust's investment strategy and market conditions. Such data is inaccessible without the Ticker Symbol
Recent Initiatives: Recent Initiatives requires information of the Ticker Symbol
Summary
Thornburg Income Builder Opportunities Trust is a closed-end fund aiming for high income and capital appreciation. The trust invests in a diversified portfolio, offering diversification but bearing risks like market volatility and interest rate changes. Its success hinges on the active management team's abilities and overall market conditions in the bond market. Investors should evaluate the fund's performance relative to its peers and consider the risks before investing.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings
- Thornburg Investment Management Website
- Analyst Reports (unavailable without subscription)
Disclaimers:
This analysis is based on publicly available information and general knowledge of the industry. Financial data and market share figures are estimates and may not be precise. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. No Ticker provided
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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