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Upturn AI SWOT - About
Invesco Municipal Opportunity Trust (VMO)
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Upturn Advisory Summary
08/14/2025: VMO (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.
Number of Analysts
0 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
Analysis of Past Performance
Type Stock | Historic Profit -6.42% | Avg. Invested days 32 | 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 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 613.71M USD | Price to earnings Ratio 25.28 | 1Y Target Price - |
Price to earnings Ratio 25.28 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.65 | 52 Weeks Range 8.81 - 10.39 | Updated Date 06/29/2025 |
52 Weeks Range 8.81 - 10.39 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 8.24% | Basic EPS (TTM) 0.36 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 44.5% | Operating Margin (TTM) 87.29% |
Management Effectiveness
Return on Assets (TTM) 2.51% | Return on Equity (TTM) 3.23% |
Valuation
Trailing PE 25.28 | Forward PE - | Enterprise Value 995915648 | Price to Sales(TTM) 11.54 |
Enterprise Value 995915648 | Price to Sales(TTM) 11.54 | ||
Enterprise Value to Revenue 28.2 | Enterprise Value to EBITDA - | Shares Outstanding 67440704 | Shares Floating - |
Shares Outstanding 67440704 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 30.43 |
Upturn AI SWOT
Invesco Municipal Opportunity Trust
Company Overview
History and Background
Invesco Municipal Opportunity Trust (VMO) is a closed-end investment company. It was founded to seek high current income exempt from federal income tax consistent with capital preservation.
Core Business Areas
- Municipal Bond Investments: VMO invests primarily in municipal bonds, aiming for tax-exempt income. This includes various types of municipal securities.
Leadership and Structure
The fund is managed by Invesco Advisers, Inc. Portfolio management decisions are made by a team of investment professionals.
Top Products and Market Share
Key Offerings
- Tax-Exempt Income: VMO focuses on providing investors with tax-exempt income through its investments in municipal bonds. Market share data for specific closed-end funds is less relevant than overall fund AUM. Competitors include other municipal bond funds and ETFs.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors like interest rates, tax policies, and the financial health of municipalities. Demand is driven by investors seeking tax-advantaged income.
Positioning
VMO is a closed-end fund focusing on the municipal bond sector. Its competitive advantage lies in active management and potentially higher yields compared to passive ETFs.
Total Addressable Market (TAM)
The TAM for municipal bonds is in the trillions of dollars. VMO captures a small fraction of this through its fund AUM.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Tax-Exempt Income
- Active Management
Weaknesses
- Closed-End Fund Structure (Potential for Trading at a Discount to NAV)
- Interest Rate Sensitivity
- Credit Risk of Municipal Bonds
Opportunities
- Increased Demand for Tax-Exempt Income
- Market Volatility Creating Buying Opportunities
- Expansion of Municipal Bond Market
Threats
- Rising Interest Rates
- Municipal Defaults
- Changes in Tax Laws
Competitors and Market Share
Key Competitors
- Eaton Vance Municipal Income Trust (EVN)
- BlackRock MuniYield Quality Fund (MQY)
- Nuveen AMT-Free Quality Municipal Income Fund (NEA)
Competitive Landscape
VMO competes with other municipal bond closed-end funds based on yield, expense ratio, and historical performance.
Growth Trajectory and Initiatives
Historical Growth: Growth is determined by AUM (Assets Under Management) and the funds ability to generate high yields.
Future Projections: Future performance will be dependent on the municipal bond market and the effectiveness of VMO's investment strategy.
Recent Initiatives: Recent initiatives usually focus on portfolio adjustments and optimizing bond selections.
Summary
Invesco Municipal Opportunity Trust offers tax-exempt income through municipal bond investments. Its strength lies in active management, but it is susceptible to interest rate risk and municipal credit risk. Future success depends on navigating the municipal bond market and effectively managing its portfolio. It has very high market share in its immediate niche. However, the market share refers to the percentage of all available municipal opportunity trusts in the US. They do not make up for a total market share of even 1% of the trillions of dollars of municipal bonds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- SEC Filings
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and risk tolerance.
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 Municipal Opportunity Trust
Exchange NYSE | Headquaters Atlanta, GA, United States | ||
IPO Launch date 1992-06-04 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Invesco Municipal Opportunity Trust 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 bottom-up security selection approach to create its portfolio. The fund was formerly known as Invesco Van Kampen Municipal Opportunity Trust. Invesco Municipal Opportunity Trust was formed on April 24, 1992 and is domiciled in the United States.
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