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Upturn AI SWOT - About
Invesco Municipal Opportunity Trust (VMO)
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Upturn Advisory Summary
10/15/2025: 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 -1.46% | Avg. Invested days 37 | 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 10/15/2025 |
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 fund. The fund aims to seek high current income exempt from federal income tax, consistent with preservation of capital. Founded and managed by Invesco.
Core Business Areas
- Municipal Bond Investments: VMO invests primarily in a portfolio of federally tax-exempt municipal bonds. The bonds are generally investment-grade, but the fund can invest in lower-rated or unrated securities. They derive their revenues mostly from the U.S. market.
Leadership and Structure
The fund is managed by Invesco Advisers, Inc. Specific portfolio managers are responsible for the day-to-day investment decisions.
Top Products and Market Share
Key Offerings
- Tax-Exempt Municipal Bonds Portfolio: A portfolio of diverse municipal bonds from various states and sectors, offering federally tax-exempt income to investors. Market share data is difficult to specify as it operates within the larger municipal bond fund market and individual fund market share varies significantly. Competitors include Nuveen, BlackRock, and Eaton Vance closed-end municipal bond funds.
Market Dynamics
Industry Overview
The municipal bond market is sensitive to interest rate changes, credit ratings of issuers, and overall economic conditions. Demand for tax-exempt income drives investment in municipal bonds.
Positioning
VMO aims to provide high current, tax-exempt income. Competitive advantages include Invesco's expertise in municipal bond management and the fund's diversified portfolio.
Total Addressable Market (TAM)
The total U.S. municipal bond market is estimated to be in the trillions of dollars. VMO captures a very small portion of this TAM. The TAM is largely defined by the amount of outstanding municipal debt.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio of municipal bonds
- Tax-exempt income
- Established brand name (Invesco)
Weaknesses
- Sensitivity to interest rate changes
- Potential for credit risk within the portfolio
- Discount to Net Asset Value (NAV)
- Leverage increases volatility
Opportunities
- Increased demand for tax-exempt income in a rising tax environment
- Strategic allocation to higher-yielding municipal bonds
- Active management to enhance returns
Threats
- Rising interest rates
- Credit downgrades of municipal issuers
- Changes in tax laws
- Economic downturn affecting municipal finances
Competitors and Market Share
Key Competitors
- Nuveen AMT-Free Municipal Credit Income Fund (NVG)
- BlackRock MuniHoldings Fund, Inc (MHD)
- Eaton Vance Municipal Income Trust (EVN)
Competitive Landscape
VMO competes with other closed-end municipal bond funds for investor capital. Competitive advantages stem from Invesco's expertise and the fund's portfolio characteristics.
Growth Trajectory and Initiatives
Historical Growth: Growth is driven by NAV appreciation and reinvestment of income. Review past performance reports.
Future Projections: Future performance depends on the municipal bond market outlook and Invesco's management decisions. Analyst estimates are not typically available for closed-end funds.
Recent Initiatives: Recent initiatives would involve strategic portfolio adjustments to optimize returns and manage risk.
Summary
Invesco Municipal Opportunity Trust seeks high tax-exempt income through a diverse portfolio of municipal bonds. Its performance is sensitive to interest rate fluctuations and credit risk. Invesco's management expertise helps to improve returns and mange these risks. Investors must be aware of both its strengths and its vulnerability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- SEC filings
- Financial news sources
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor.
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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