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Invesco Municipal Opportunity Trust (VMO)
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Upturn Advisory Summary
01/09/2026: 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.
Analysis of Past Performance
Type Stock | Historic Profit 0.24% | Avg. Invested days 43 | 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 01/09/2026 |
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
The Invesco Municipal Opportunity Trust (a closed-end fund) aims to provide current income that is exempt from federal income tax, and potentially from state and local income taxes. It primarily invests in municipal securities. Specific founding dates and major historical milestones for closed-end funds are less emphasized than for operating companies; their evolution is driven by market conditions and investor demand for income and tax advantages.
Core Business Areas
- Municipal Securities Investment: The trust's core business is investing in a diversified portfolio of municipal bonds issued by state and local governments and their agencies. These bonds are chosen to generate tax-exempt income. The fund may invest in a range of municipal securities, including general obligation bonds, revenue bonds, and other debt instruments.
Leadership and Structure
As a closed-end investment fund, the Invesco Municipal Opportunity Trust is managed by Invesco Advisers, Inc. The fund has a board of trustees responsible for overseeing the fund's management and operations, acting in the best interests of the shareholders. Specific names of the management team are typically found in the fund's prospectus and annual reports.
Top Products and Market Share
Key Offerings
- Invesco Municipal Opportunity Trust (Ticker: VMO): This is the primary and sole offering of the trust. VMO aims to provide high current income that is exempt from federal income tax, and potentially from state and local income taxes. It invests primarily in municipal securities. Competitors for this product include other municipal bond closed-end funds and municipal bond ETFs from asset managers like BlackRock, Franklin Templeton, Nuveen, and PIMCO.
Market Dynamics
Industry Overview
The municipal bond market is a significant segment of the fixed-income landscape, driven by the need for infrastructure financing by state and local governments and the demand from investors seeking tax-advantaged income. Factors such as interest rate movements, credit quality of issuers, and changes in tax legislation significantly influence the industry.
Positioning
Invesco Municipal Opportunity Trust is positioned as a provider of tax-exempt income for investors, particularly those in higher tax brackets. Its competitive advantage lies in its focus on municipal bonds and its active management strategy to identify attractive opportunities within this sector.
Total Addressable Market (TAM)
The total addressable market for municipal bonds is substantial, representing trillions of dollars in outstanding debt. Invesco Municipal Opportunity Trust's TAM is a subset of this, focusing on investors seeking income from municipal securities. The fund's positioning within this TAM is as one of many options for investors seeking tax-exempt income through a managed portfolio.
Upturn SWOT Analysis
Strengths
- Tax-exempt income generation
- Diversified portfolio of municipal securities
- Active management by experienced professionals
- Potential for capital appreciation (though income is primary focus)
Weaknesses
- Interest rate sensitivity common to all bond funds
- Credit risk associated with municipal issuers
- Closed-end fund structure can lead to trading at premium/discount to NAV
- Limited to municipal securities, restricting diversification beyond this asset class
Opportunities
- Rising interest rates potentially offering higher yields on new issues
- Increased demand for tax-advantaged investments
- Opportunities to identify undervalued municipal bonds
- Potential for state-specific tax advantages for certain investors
Threats
- Declining interest rates reducing income potential
- Deterioration of municipal issuer credit quality
- Changes in federal or state tax laws that reduce the attractiveness of municipal bonds
- Increased competition from other fixed-income products and ETFs
Competitors and Market Share
Key Competitors
- Nuveen Municipal Value Fund (NUV)
- BlackRock Municipal Bond Trust (BBF)
- PIMCO Municipal Income Fund III (PMX)
Competitive Landscape
Invesco Municipal Opportunity Trust competes with a wide array of other municipal bond funds, including other closed-end funds, open-end funds, and ETFs. Its advantages include its specific investment focus and Invesco's broader asset management expertise. Disadvantages could include its specific fee structure, leverage, and market price relative to its NAV.
Growth Trajectory and Initiatives
Historical Growth: Growth for a closed-end fund like VMO is primarily measured by the growth in its NAV and its ability to maintain or increase income distributions over time, reflecting the performance of its underlying assets.
Future Projections: Future projections would be speculative and dependent on the performance of the municipal bond market, interest rate trends, and the fund's investment strategy. Analyst estimates often focus on expected yield and potential NAV changes.
Recent Initiatives: Recent initiatives would typically involve adjustments to the fund's portfolio in response to market conditions, or potential changes to its investment objective or strategy, if approved by shareholders and trustees.
Summary
Invesco Municipal Opportunity Trust is a specialized closed-end fund focused on tax-exempt income from municipal bonds. Its strengths lie in its tax advantages and active management, while it faces market risks like interest rate sensitivity and credit quality concerns. The fund's performance is closely tied to the broader municipal bond market, making it sensitive to economic and legislative changes. Investors should consider its closed-end structure and potential for premiums/discounts.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Invesco Official Fund Filings (SEC)
- Financial Data Aggregators (e.g., Morningstar, Bloomberg)
- Industry Publications
Disclaimers:
This information is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions. Market share data is illustrative and based on general industry understanding, not precise real-time figures.
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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