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Invesco Municipal Opportunity Trust (VMO)
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Upturn Advisory Summary
12/02/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit -2.83% | Avg. Invested days 41 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/02/2025 |
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 management investment company. It was formed to seek high current income exempt from federal income tax, consistent with capital preservation. The trust typically invests in a portfolio of municipal securities.
Core Business Areas
- Municipal Securities Investment: The primary business segment involves investing in municipal bonds and other debt obligations issued by states, municipalities, and other government entities.
Leadership and Structure
The fund is managed by Invesco Advisers, Inc., a subsidiary of Invesco Ltd. The portfolio management team is responsible for investment decisions and asset allocation.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: VMO offers a portfolio of municipal bonds designed to provide tax-exempt income. As a closed-end fund, it doesn't have a market share in the traditional sense. Competitors include other closed-end municipal bond funds managed by firms such as BlackRock, Nuveen, and Eaton Vance.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors such as interest rates, credit quality, and tax policy. Demand for municipal bonds is driven by investors seeking tax-advantaged income.
Positioning
VMO is positioned as a provider of high current tax-exempt income. Its competitive advantage lies in its experienced management team and established track record.
Total Addressable Market (TAM)
The total addressable market for municipal bonds is trillions of dollars. VMO's positioning is within the segment of investors seeking tax-exempt income through professionally managed funds.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Established track record
- Tax-exempt income generation
- Diversified portfolio
Weaknesses
- Closed-end fund structure (potential for discount to NAV)
- Interest rate risk
- Credit risk
- Management fees
Opportunities
- Rising demand for tax-exempt income
- Increased infrastructure spending
- Market volatility creating buying opportunities
- Expansion of municipal bond market
Threats
- Rising interest rates
- Credit downgrades of municipal issuers
- Changes in tax laws
- Increased competition from other investment products
Competitors and Market Share
Key Competitors
- Nuveen AMT-Free Quality Municipal Income Fund (NEA)
- BlackRock MuniYield Quality Fund (MQY)
- Eaton Vance Municipal Income Trust (EVN)
Competitive Landscape
VMO competes with other closed-end municipal bond funds based on factors such as yield, expense ratio, and investment strategy. Each fund has a slightly different investment mandate and risk profile.
Growth Trajectory and Initiatives
Historical Growth: Growth is limited by the fund's fixed capital base as a closed-end fund.
Future Projections: Future performance depends on the municipal bond market environment and the fund's ability to generate income and capital appreciation.
Recent Initiatives: Recent initiatives typically involve adjusting the portfolio's composition to adapt to changing market conditions.
Summary
Invesco Municipal Opportunity Trust (VMO) is a closed-end fund that provides tax-exempt income through municipal bond investments. Its strengths lie in experienced management and a diversified portfolio, while weaknesses include the closed-end structure and market risks. VMO should capitalize on the growing demand for tax-advantaged income, but must be wary of interest rate hikes and credit risks in the municipal bond market. Its ability to navigate the fixed-income landscape will determine its future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- SEC Filings
- Financial News Outlets
- Market Data Providers
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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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