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Upturn AI SWOT - About
VKI 
Invesco Advantage MIT II (VKI)
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Upturn Advisory Summary
06/30/2025: VKI (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.
Number of Analysts
Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $
1 Year Target Price $
| 2 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 365.46M USD | Price to earnings Ratio 24.94 | 1Y Target Price - |
Price to earnings Ratio 24.94 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.66 | 52 Weeks Range 7.89 - 9.42 | Updated Date 06/29/2025 |
52 Weeks Range 7.89 - 9.42 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 8.15% | Basic EPS (TTM) 0.33 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 44.99% | Operating Margin (TTM) 87.25% |
Management Effectiveness
Return on Assets (TTM) 2.56% | Return on Equity (TTM) 3.34% |
Valuation
Trailing PE 24.94 | Forward PE - | Enterprise Value 597310528 | Price to Sales(TTM) 11.41 |
Enterprise Value 597310528 | Price to Sales(TTM) 11.41 | ||
Enterprise Value to Revenue 27.9 | Enterprise Value to EBITDA - | Shares Outstanding 44406000 | Shares Floating - |
Shares Outstanding 44406000 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 25.09 |
Analyst Ratings
Rating 5 | Target Price - | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Invesco Advantage MIT II
Company Overview
History and Background
Invesco Advantage MIT II is a closed-end management investment company. Further background details on its specific founding year and milestones are not readily and publicly available.
Core Business Areas
- Investment Management: Invesco Advantage MIT II primarily focuses on generating income and capital appreciation through investments in various sectors.
Leadership and Structure
Information about the leadership team and organizational structure is not readily available.
Top Products and Market Share
Key Offerings
- Closed-End Fund: Invesco Advantage MIT II operates as a closed-end fund, investing in a portfolio of securities. Market share information, user data, or revenue specific to this fund is not publicly accessible. Competitors include other closed-end funds such as BlackRock and Eaton Vance.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by market conditions, interest rates, and investor sentiment.
Positioning
Invesco Advantage MIT II competes within the broader investment management landscape. It likely aims for a segment of investors seeking specific income and capital appreciation strategies.
Total Addressable Market (TAM)
The total addressable market for closed-end funds is large and depends on overall investor capital allocation to fixed-income, equity and alternative investments. Invesco Advantage MIT II is positioned to capture a portion of this market through its investment strategies.
Upturn SWOT Analysis
Strengths
- Experienced Investment Team
- Established Brand Name (Invesco)
- Diversified Portfolio (potentially)
- Access to Invesco's Resources
Weaknesses
- Limited Public Information
- Closed-End Fund Structure Limitations (liquidity)
- Potential for Market Volatility Impact
- Reliance on Investment Strategy Performance
Opportunities
- Growing Demand for Income-Generating Investments
- Expansion into New Sectors or Asset Classes
- Leveraging Invesco's Global Network
- Innovation in Investment Strategies
Threats
- Economic Downturn
- Increased Competition in Investment Management
- Changes in Interest Rates
- Regulatory Changes
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- Eaton Vance (Eaton Vance is now part of Morgan Stanley, MS)
- Nuveen
Competitive Landscape
Invesco Advantage MIT II competes with other closed-end funds and investment management firms. Its success depends on investment strategy and management expertise.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends require access to fund reports. This data is not available.
Future Projections: Future projections are not available without access to analyst reports or fund reports.
Recent Initiatives: Information on recent strategic initiatives is not readily available.
Summary
Invesco Advantage MIT II operates as a closed-end investment fund managed by Invesco. Detailed performance and market share data are limited in publicly available sources. The fund faces competition from other closed-end funds and investment management firms. Its strength lies in Invesco's brand and investment capabilities, while its weaknesses include reliance on market conditions and investment strategy. More information is needed for a proper assessment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Financial News Outlets
- Industry Reports
Disclaimers:
This analysis is based on limited publicly available information. Actual performance and market share may vary. This is not financial 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 Invesco Advantage MIT II
Exchange NYSE MKT | Headquaters Atlanta, GA, United States | ||
IPO Launch date 1995-08-18 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Invesco Advantage Municipal Income Trust II is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc, INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Senior Secured Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal securities which include municipal bonds, municipal notes, municipal commercial paper, and lease obligations. It employs fundamental analysis with a bottom-up security selection approach to create its portfolio. The fund was formerly known as Invesco Van Kampen Advantage Municipal Income Trust II. Invesco Advantage Municipal Income Trust II was formed on August 27, 1993 and is domiciled in the United States.
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