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Upturn AI SWOT - About
Nuveen Dynamic Municipal Opportunities Fund (NDMO)
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Upturn Advisory Summary
04/01/2025: NDMO (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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 0.22% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 612.30M USD | Price to earnings Ratio 5.06 | 1Y Target Price - |
Price to earnings Ratio 5.06 | 1Y Target Price - | ||
Volume (30-day avg) 114082 | Beta - | 52 Weeks Range 9.64 - 11.00 | Updated Date 04/1/2025 |
52 Weeks Range 9.64 - 11.00 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 7.92% | Basic EPS (TTM) 2.03 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 5.06 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 5.01 |
Enterprise Value - | Price to Sales(TTM) 5.01 | ||
Enterprise Value to Revenue 5.02 | Enterprise Value to EBITDA - | Shares Outstanding 59562200 | Shares Floating - |
Shares Outstanding 59562200 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 10.25 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Nuveen Dynamic Municipal Opportunities Fund
Company Overview
History and Background
Nuveen Dynamic Municipal Opportunities Fund is a closed-end fund managed by Nuveen Asset Management. It was designed to provide high current income exempt from regular federal income tax, consistent with preservation of capital. The fund invests primarily in municipal securities.
Core Business Areas
- Municipal Bond Investments: Invests in a diversified portfolio of municipal securities, seeking to maximize tax-exempt income.
Leadership and Structure
Managed by a team of investment professionals at Nuveen Asset Management. The fund has a board of directors responsible for oversight.
Top Products and Market Share
Key Offerings
- Tax-Exempt Income: Offers investors a stream of income that is exempt from regular federal income tax. Competitors include other municipal bond funds offered by companies like BlackRock, Franklin Templeton, and PIMCO.
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rates, credit ratings, and overall economic conditions. Demand is driven by investors seeking tax-advantaged income.
Positioning
Nuveen Dynamic Municipal Opportunities Fund is positioned as a provider of high current tax-exempt income. Competitive advantages include Nuveen's expertise in municipal bond investing.
Total Addressable Market (TAM)
The TAM for municipal bonds is estimated to be trillions of dollars. The fund is positioned to capture a portion of this market by offering tax-exempt income to investors.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio
- Tax-exempt income
- Established brand reputation
Weaknesses
- Interest rate risk
- Credit risk
- Closed-end fund structure can lead to trading at a discount to NAV
- Management fees
Opportunities
- Increasing demand for tax-exempt income
- Rising interest rates could increase yields
- Expansion into new municipal bond sectors
- Growing awareness of socially responsible investing in the municipal bond market
Threats
- Rising interest rates could decrease bond values
- Economic downturn could increase credit risk
- Changes in tax laws could reduce demand for municipal bonds
- Increased competition from other municipal bond funds
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- Franklin Templeton (BEN)
- PIMCO (ALL)
Competitive Landscape
Nuveen Dynamic Municipal Opportunities Fund competes with other established asset managers. Advantages include Nuveen's expertise in municipal bonds and its established brand reputation. Disadvantages include the risks associated with closed-end fund structure and reliance on active management.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on market conditions and the fund's investment performance. Growth trends are reflective of the municipal bond market.
Future Projections: Future projections are based on analyst estimates and depend on factors such as interest rates, credit spreads, and overall economic conditions.
Recent Initiatives: Recent initiatives include active portfolio management and focus on high-quality municipal bonds.
Summary
Nuveen Dynamic Municipal Opportunities Fund offers tax-exempt income through a diversified municipal bond portfolio. It benefits from Nuveen's expertise but faces interest rate and credit risks. The fund's closed-end structure can lead to trading at a discount to NAV. Recent initiatives focus on active management and high-quality bonds. Investors should consider the risks associated with municipal bonds before investing.
Similar Companies
BEN
Franklin Resources Inc
BEN
Franklin Resources Inc
BLK
BlackRock Inc
BLK
BlackRock Inc
Sources and Disclaimers
Data Sources:
- Nuveen official website
- Morningstar
- SEC filings
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Nuveen Dynamic Municipal Opportunities Fund
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 2020-08-27 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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