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Upturn AI SWOT - About
Delaware Investments Florida MIF (VFL)
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Upturn Advisory Summary
10/14/2025: VFL (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 2.23% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 117.99M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.76 | 52 Weeks Range 9.27 - 11.43 | Updated Date 06/29/2025 |
52 Weeks Range 9.27 - 11.43 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.24% | Basic EPS (TTM) -0.03 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -130.53% | Operating Margin (TTM) 87.42% |
Management Effectiveness
Return on Assets (TTM) 1.43% | Return on Equity (TTM) 1.15% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 217359952 | Price to Sales(TTM) 14.26 |
Enterprise Value 217359952 | Price to Sales(TTM) 14.26 | ||
Enterprise Value to Revenue 25.82 | Enterprise Value to EBITDA - | Shares Outstanding 12278000 | Shares Floating - |
Shares Outstanding 12278000 | Shares Floating - | ||
Percent Insiders 0.03 | Percent Institutions 28.82 |
Upturn AI SWOT
Delaware Investments Florida MIF
Company Overview
History and Background
Delaware Investments Florida Municipal Income Fund (MIF) is a closed-end fund. Specific founding details and significant milestones require further research from official sources, as readily available public information is limited to fund characteristics.
Core Business Areas
- Municipal Income Fund: Delaware Investments Florida MIF invests primarily in municipal securities, offering income exempt from federal and Florida state income taxes.
Leadership and Structure
Information on the specific leadership team and organizational structure of the fund's management requires additional research from fund prospectuses or Delaware Investments website. It is managed by a team of investment professionals within Delaware Investments.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: Delaware Investments Florida MIF offers a portfolio of Florida municipal bonds. Market share data for individual closed-end funds is not typically reported in a direct market share percentage. Competitors include other municipal bond funds from firms like BlackRock, Nuveen, and Eaton Vance. Performance is measured relative to benchmarks and peer group returns.
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rates, credit ratings of issuers, and tax policy. Demand is often driven by investors seeking tax-advantaged income.
Positioning
Delaware Investments Florida MIF aims to provide attractive tax-exempt income for Florida residents. Its competitive advantage lies in its state-specific focus, offering potentially higher after-tax yields for Florida investors.
Total Addressable Market (TAM)
The TAM is the overall Florida municipal bond market, valued in the hundreds of billions. MIF's position is a niche player, targeting Florida-specific tax-exempt income within this broader market.
Upturn SWOT Analysis
Strengths
- Tax-exempt income for Florida residents
- Experienced investment management team (Delaware Investments)
- Focused investment strategy
Weaknesses
- Sensitivity to interest rate changes
- Credit risk of municipal issuers
- Limited liquidity compared to open-end funds
Opportunities
- Increasing demand for tax-advantaged investments
- Strategic allocations within Florida's diverse municipal market
- Potential for enhanced income through active management
Threats
- Rising interest rates
- Deterioration of municipal credit quality
- Changes in tax laws impacting municipal bond attractiveness
Competitors and Market Share
Key Competitors
- VFL
- FLOT
- ITM
Competitive Landscape
Delaware Investments Florida MIF competes with other municipal bond funds, particularly those focused on Florida. Advantages include potential tax benefits for Florida residents; disadvantages include fund management fees and market risks.
Growth Trajectory and Initiatives
Historical Growth: Growth assessment requires analyzing the fund's NAV and asset growth over time.
Future Projections: Future projections depend on interest rate forecasts, municipal bond market conditions, and the fund's investment strategy.
Recent Initiatives: Monitoring fund updates and press releases from Delaware Investments is necessary to identify recent strategic initiatives.
Summary
Delaware Investments Florida MIF is a closed-end fund focused on providing tax-exempt income to Florida residents through municipal bond investments. Its strength lies in its focused strategy and experienced management, but faces risks from interest rate changes and credit quality. The fund needs to carefully manage its portfolio and adapt to evolving market conditions to maintain its competitive edge. Future performance hinges on strategic allocations and navigating the complexities of the Florida municipal market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Delaware Investments Website
- Fund Fact Sheets
- Financial News Outlets
Disclaimers:
This analysis is based on publicly available information and general market knowledge and does not constitute financial advice. Market share figures are estimates and may not represent exact values. Investment decisions should be based on individual risk tolerance and professional advice.
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 Delaware Investments Florida MIF
Exchange NYSE MKT | Headquaters Philadelphia, PA, United States | ||
IPO Launch date 1995-08-18 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.abrdnvfl.com/ |
Full time employees - | Website https://www.abrdnvfl.com/ | ||
abrdn National Municipal Income Fund is a closed-ended fixed income mutual fund launched and managed by abrdn Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal obligations, the income from which is exempt from federal income taxes. Its investments include airport revenue bonds, escrowed to maturity bonds, hospital revenue bonds, pre-refunded bonds, public power revenue bonds, school district general obligation bonds, and short term investments. The fund benchmarks the performance of its portfolio against the Barclays Municipal Bond Index and Lipper CE General & Insured Municipal Debt Funds (Leveraged) Average. abrdn National Municipal Income Fund was formed on February 26, 1993 and is domiciled in the United States.
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