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Upturn AI SWOT - About
Invesco Municipal Opportunity Trust (VMO)
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Upturn Advisory Summary
04/01/2025: 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.
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 -8.51% | Avg. Invested days 39 | 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 643.38M USD | Price to earnings Ratio 9.84 | 1Y Target Price - |
Price to earnings Ratio 9.84 | 1Y Target Price - | ||
Volume (30-day avg) 235453 | Beta 0.61 | 52 Weeks Range 8.62 - 9.97 | Updated Date 04/2/2025 |
52 Weeks Range 8.62 - 9.97 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 7.86% | Basic EPS (TTM) 0.97 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 120.44% | Operating Margin (TTM) 86.17% |
Management Effectiveness
Return on Assets (TTM) 2.51% | Return on Equity (TTM) 8.96% |
Valuation
Trailing PE 9.84 | Forward PE - | Enterprise Value 1068145472 | Price to Sales(TTM) 11.92 |
Enterprise Value 1068145472 | Price to Sales(TTM) 11.92 | ||
Enterprise Value to Revenue 11.02 | Enterprise Value to EBITDA - | Shares Outstanding 67440704 | Shares Floating - |
Shares Outstanding 67440704 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 33.04 |
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 (VMO) is a closed-end management investment company. It was designed to seek high current income exempt from federal income tax, consistent with preservation of capital. The trust invests primarily in municipal securities.
Core Business Areas
- Municipal Securities Investment: Investing in a portfolio of municipal securities, aiming for income exempt from federal income tax.
Leadership and Structure
The fund is managed by Invesco Advisers, Inc. The investment strategies are determined by portfolio managers.
Top Products and Market Share
Key Offerings
- Municipal Securities Portfolio: A diversified portfolio of municipal securities. Market share is not directly applicable as VMO is a closed-end fund, not a company with direct product sales. Competitors are other closed-end municipal bond funds like BlackRock MuniYield Investment Quality Fund (MQY) and Nuveen Quality Municipal Fund (NAD).
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rates, credit ratings of municipal issuers, and tax policies. Demand is driven by investors seeking tax-advantaged income.
Positioning
Invesco Municipal Opportunity Trust aims to provide high tax-exempt income through active management within the municipal bond space.
Total Addressable Market (TAM)
The municipal bond market is trillions of dollars. VMO's AUM represents a small fraction of the total market, indicating a significant opportunity for growth within the broader market.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Focus on tax-exempt income
- Active management strategy
Weaknesses
- Sensitivity to interest rate changes
- Potential for credit risk within the portfolio
- Leverage increases volatility
Opportunities
- Growing demand for tax-advantaged investments
- Potential to capitalize on market inefficiencies
- Expansion of investment strategies within the municipal bond market
Threats
- Rising interest rates
- Credit downgrades of municipal issuers
- Changes in tax laws
Competitors and Market Share
Key Competitors
- MQY
- NAD
- MUB
Competitive Landscape
VMO competes with other closed-end municipal bond funds based on yield, expense ratio, and portfolio performance. The fund differentiates itself through its active management approach.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily driven by capital appreciation of the portfolio and reinvestment of distributions.
Future Projections: Future growth depends on market conditions, interest rates, and the fund's ability to generate income and capital appreciation.
Recent Initiatives: Recent initiatives focus on active portfolio management to navigate changing market conditions and optimize returns.
Summary
Invesco Municipal Opportunity Trust aims to provide tax-exempt income through municipal bond investments. Its performance is sensitive to interest rate changes and credit risk. Active management seeks to optimize returns. Demand for tax-advantaged investments supports future growth. However, rising interest rates and potential credit downgrades present ongoing challenges.
Similar Companies
- MQY
- NAD
- MUB
- HYD
Sources and Disclaimers
Data Sources:
- Invesco official website
- SEC filings
- Financial news sources (e.g., Bloomberg, Reuters)
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on your own research and financial circumstances. Market share is estimated based on assets under management, it is an estimation and actual market share information is proprietary.
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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