Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
Delaware Investments Florida MIF (VFL)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/01/2025: VFL (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 2% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/01/2025 |
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. Its evolution focuses on providing income exempt from federal income tax and, in some cases, Florida state income tax.
Core Business Areas
- Municipal Bond Investments: Invests primarily in municipal bonds, aiming for income exempt from federal and Florida state income taxes for Florida residents.
Leadership and Structure
Information on leadership and specific organizational structure requires further research, typical of a closed-end fund it would include fund managers and a board.
Top Products and Market Share
Key Offerings
- Tax-Exempt Municipal Bond Portfolio: This is the fund's core product, providing income streams from municipal bonds that are exempt from certain taxes. Market share data requires specialized financial data providers. Competitors include other municipal bond funds such as Nuveen, BlackRock, and Eaton Vance.
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rates, credit ratings, and tax policies. Demand is driven by investors seeking tax-advantaged income. Current state: volatile interest rate environment impacting bond valuations.
Positioning
Delaware Investments Florida MIF positions itself as a provider of tax-exempt income for Florida residents. Its competitive advantage lies in its specific focus on Florida municipal bonds.
Total Addressable Market (TAM)
The total municipal bond market is in the trillions of dollars. MIF's position is a small niche focused on Florida municipal bonds within that TAM.
Upturn SWOT Analysis
Strengths
- Tax-exempt income for Florida residents
- Experienced fund management (hypothetical, pending research)
- Geographic focus provides local expertise (hypothetical, pending research)
Weaknesses
- Sensitivity to interest rate changes
- Concentration risk in Florida municipal bonds
- Closed-end fund structure can lead to trading at a discount to NAV
Opportunities
- Growing demand for tax-advantaged investments
- Expansion of the Florida economy (hypothetical, pending research)
- Strategic deployment of capital during market downturns
Threats
- Rising interest rates
- Changes in tax laws
- Credit downgrades of Florida municipal bonds
- Economic recession in Florida
Competitors and Market Share
Key Competitors
- NVG
- VFL
- CEF
Competitive Landscape
MIF competes with other municipal bond funds for investor capital. Advantages and disadvantages depend on fund performance, expense ratios, and investment strategy.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on the fund's performance and asset growth over the past years, requiring historical data.
Future Projections: Future projections are not readily available without analyst reports or proprietary models.
Recent Initiatives: Requires research into recent fund activities and announcements.
Summary
Delaware Investments Florida MIF offers tax-exempt income, which is attractive to Florida residents. Its performance is susceptible to interest rate fluctuations. Geographic concentration in Florida municipal bonds presents both opportunity and risk, especially in times of rising inflation.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Website
- Financial Data Providers (e.g., Bloomberg, Refinitiv)
- Market Research Reports
Disclaimers:
This analysis is based on limited publicly available information and is not financial advice. The information provided may not be entirely accurate or complete and should not be relied upon for investment decisions. Actual data requires access to financial statements and data providers. Market share information is simulated.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.