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Upturn AI SWOT - About
Invesco Municipal Opportunity Trust (VMO)
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Upturn Advisory Summary
06/30/2025: VMO (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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $
1 Year Target Price $
| 1 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 1 | 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 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 |
Analyst Ratings
Rating 3.5 | Target Price - | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Invesco Municipal Opportunity Trust
Company Overview
History and Background
Invesco Municipal Opportunity Trust was established as a closed-end management investment company. It seeks to provide current income exempt from federal income tax, consistent with preservation of capital.
Core Business Areas
- Municipal Bond Investments: The Trust invests primarily in municipal bonds, seeking to provide income exempt from federal income tax. The strategy involves identifying undervalued municipal securities and actively managing the portfolio.
Leadership and Structure
The Trust is managed by Invesco Advisers, Inc., a subsidiary of Invesco Ltd. The portfolio management team oversees investment decisions and actively manages the fund's assets.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: The Trust offers investors access to a diversified portfolio of municipal bonds, providing tax-exempt income. Market share data specific to this single trust isn't available, but it competes within the broader closed-end municipal bond fund market. Competitors include Nuveen, BlackRock, and Eaton Vance municipal bond funds.
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rates, credit ratings, and economic conditions. Demand for municipal bonds is driven by investors seeking tax-exempt income.
Positioning
Invesco Municipal Opportunity Trust aims to provide competitive tax-exempt income by actively managing its portfolio of municipal bonds. Its competitive advantage lies in its investment expertise and portfolio management capabilities.
Total Addressable Market (TAM)
The total municipal bond market is valued in the trillions of dollars. Invesco Municipal Opportunity Trust aims to capture a portion of this market by offering a compelling investment option focused on tax-exempt income.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Tax-exempt income generation
- Diversified municipal bond portfolio
Weaknesses
- Interest rate sensitivity
- Credit risk associated with municipal bonds
- Leverage can amplify losses
Opportunities
- Rising demand for tax-exempt income
- Potential for capital appreciation in undervalued municipal bonds
- Expanding investor base
Threats
- Rising interest rates
- Economic downturn impacting municipal credit quality
- Changes in tax laws reducing the attractiveness of municipal bonds
Competitors and Market Share
Key Competitors
- NUW
- VFL
- NID
Competitive Landscape
Invesco Municipal Opportunity Trust competes with other closed-end municipal bond funds based on yield, expense ratio, and investment strategy.
Growth Trajectory and Initiatives
Historical Growth: Growth depends on the performance of the municipal bond market and the Trust's ability to generate income and capital appreciation.
Future Projections: Future growth prospects are tied to interest rate trends, economic conditions, and the demand for tax-exempt income.
Recent Initiatives: Recent initiatives may include adjustments to the portfolio composition and active management of interest rate risk.
Summary
Invesco Municipal Opportunity Trust offers tax-exempt income through a diversified municipal bond portfolio, managed by an experienced team. Interest rate risk and credit risk remain key challenges. The trust's attractiveness hinges on its ability to generate competitive yields and actively manage market volatility. Future success depends on favorable economic conditions and sustained demand for tax-advantaged investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Website
- SEC Filings
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and may not reflect the most current information. Financial metrics may not be available on the trust level and may require aggregated data from Invesco reporting.
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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