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Upturn AI SWOT - About
Putnam Municipal Opportunities Trust (PMO)
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Upturn Advisory Summary
03/06/2025: PMO (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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -5.76% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/06/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 301.59M USD | Price to earnings Ratio 4.72 | 1Y Target Price - |
Price to earnings Ratio 4.72 | 1Y Target Price - | ||
Volume (30-day avg) 72436 | Beta 0.66 | 52 Weeks Range 9.34 - 10.75 | Updated Date 04/1/2025 |
52 Weeks Range 9.34 - 10.75 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 4.13% | Basic EPS (TTM) 2.16 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 50.09% | Operating Margin (TTM) 87.03% |
Management Effectiveness
Return on Assets (TTM) 1.91% | Return on Equity (TTM) 2.04% |
Valuation
Trailing PE 4.72 | Forward PE - | Enterprise Value 456863776 | Price to Sales(TTM) 14.12 |
Enterprise Value 456863776 | Price to Sales(TTM) 14.12 | ||
Enterprise Value to Revenue 6.53 | Enterprise Value to EBITDA - | Shares Outstanding 29596400 | Shares Floating - |
Shares Outstanding 29596400 | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 26.21 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Putnam Municipal Opportunities Trust
Company Overview
History and Background
Putnam Municipal Opportunities Trust (PMO) is a closed-end fund focused on municipal bonds. It was designed to provide investors with current income exempt from federal income tax, to the extent consistent with prudent investment management. The fund invests primarily in municipal obligations rated investment grade at the time of investment.
Core Business Areas
- Municipal Bond Investments: The fund invests primarily in a portfolio of municipal bonds. These bonds are issued by states, cities, counties, and other governmental entities to finance public projects.
Leadership and Structure
Putnam Investment Management, LLC serves as the investment advisor. The portfolio is managed by a team of investment professionals specializing in municipal securities. The trust operates as a closed-end fund with a board of trustees overseeing its activities.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: PMO offers investors a professionally managed portfolio of municipal bonds, providing tax-exempt income. Market share data specific to this fund is not readily available; closed-end fund market share is fragmented across numerous funds and managers. Competitors include other closed-end municipal bond funds managed by firms like BlackRock, Nuveen, and Eaton Vance. Individual state and local government entities offer debt instruments as well.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors such as interest rates, tax policies, and the financial health of state and local governments. Demand is driven by investors seeking tax-exempt income.
Positioning
PMO is positioned as a provider of tax-exempt income through a diversified portfolio of municipal bonds. Competitive advantages include Putnam's experience in managing municipal bond portfolios and the closed-end structure, which allows for more flexibility in investing in less liquid securities.
Total Addressable Market (TAM)
The US municipal bond market is a multi-trillion dollar market. PMO, being a closed end fund, captures a fraction of this, but benefits from tax advantaged investing.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Tax-Exempt Income
- Diversified Portfolio
- Closed-End Fund Structure
Weaknesses
- Interest Rate Risk
- Credit Risk
- Market Fluctuations
- Discount to Net Asset Value (NAV)
Opportunities
- Rising Interest Rates (potentially higher yields)
- Increased Demand for Tax-Exempt Income
- Strategic Acquisitions of undervalued bonds
- Expansion of fund strategies.
Threats
- Changes in Tax Laws
- Economic Downturn Impacting Municipalities
- Increased Competition from Other Funds
- Inflation eroding returns
Competitors and Market Share
Key Competitors
- VBF
- EOT
- NID
Competitive Landscape
PMO competes with other closed-end municipal bond funds based on factors such as yield, expense ratio, and investment strategy. Putnam's experience and reputation are competitive advantages. Discounts or premiums to NAV can affect shareholder returns.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the performance of the municipal bond market and the fund's ability to generate income and capital appreciation.
Future Projections: Future growth depends on factors such as interest rate trends, tax policy, and the overall economic environment. Analyst estimates vary.
Recent Initiatives: Recent initiatives may include adjusting the portfolio's composition to take advantage of market opportunities or to mitigate risks.
Summary
Putnam Municipal Opportunities Trust is a closed-end fund offering tax-exempt income through municipal bonds. Its strengths lie in Putnam's management and diversified portfolio. The fund faces interest rate and credit risks, and shareholder returns depend on distributions and market price changes. Future growth relies on the municipal bond market and strategic portfolio management. Competition exists from other closed-end funds, where active management and NAV premiums play a role.
Similar Companies
EOT
Eaton Vance National Municipal Opportunities Closed Fund
EOT
Eaton Vance National Municipal Opportunities Closed Fund
Sources and Disclaimers
Data Sources:
- Putnam Investments Website
- SEC Filings
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions are subject to change, and past performance is not indicative of future results.
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 Putnam Municipal Opportunities Trust
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1994-10-27 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Putnam Municipal Opportunities Trust is a closed ended fixed income mutual fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in fixed income markets of United States. The fund invests in companies operating across healthcare, utilities, transportation, water and sewer, and housing sectors. Putnam Municipal Opportunities Trust was formed in 1993 and is domiciled in United States.
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