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Upturn AI SWOT - About
Eaton Vance Senior Floating Rate Closed Fund (EFR)
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Upturn Advisory Summary
06/27/2025: EFR (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
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $12.43
1 Year Target Price $12.43
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | 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 06/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 352.51M USD | Price to earnings Ratio 7.7 | 1Y Target Price 12.43 |
Price to earnings Ratio 7.7 | 1Y Target Price 12.43 | ||
Volume (30-day avg) - | Beta 0.4 | 52 Weeks Range 10.40 - 13.38 | Updated Date 06/29/2025 |
52 Weeks Range 10.40 - 13.38 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 8.94% | Basic EPS (TTM) 1.55 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 79.35% | Operating Margin (TTM) 79.66% |
Management Effectiveness
Return on Assets (TTM) 3.78% | Return on Equity (TTM) -0.22% |
Valuation
Trailing PE 7.7 | Forward PE - | Enterprise Value 549331008 | Price to Sales(TTM) 6.2 |
Enterprise Value 549331008 | Price to Sales(TTM) 6.2 | ||
Enterprise Value to Revenue 10.74 | Enterprise Value to EBITDA - | Shares Outstanding 29523600 | Shares Floating - |
Shares Outstanding 29523600 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 25.14 |
Analyst Ratings
Rating - | Target Price 12.43 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Eaton Vance Senior Floating Rate Closed Fund
Company Overview
History and Background
Eaton Vance Senior Floating Rate Closed Fund (EFR) was established to provide investors with a high level of current income, consistent with preservation of capital. It invests primarily in senior, secured floating-rate loans.
Core Business Areas
- Senior Floating Rate Loans: Invests in a portfolio of senior, secured floating-rate loans made to corporate borrowers.
Leadership and Structure
Eaton Vance is part of Morgan Stanley Investment Management. The fund is managed by a team of investment professionals specializing in leveraged loans.
Top Products and Market Share
Key Offerings
- Senior Floating Rate Investments: EFR provides investors access to a portfolio of senior, secured floating-rate loans. Market share data is not directly available for individual closed-end funds. Competitors include other closed-end funds focused on senior loans and leveraged loan ETFs like BKLN, SRLN.
Market Dynamics
Industry Overview
The market consists of senior secured loans. It is heavily influenced by interest rate movements, credit spreads, and macroeconomic conditions. The market has grown substantially due to increased corporate borrowing and investor demand for floating-rate assets.
Positioning
EFR is positioned as an income-generating investment vehicle. Its competitive advantage lies in its experienced management team and established track record in the senior loan market.
Total Addressable Market (TAM)
The global leveraged loan market is estimated to be over $1 trillion. EFR's TAM is a portion of that, focused on US-based senior floating rate loans. EFR is positioned to capture a share of income-seeking investors looking for exposure to this asset class.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Established track record
- Diversified loan portfolio
- High current income
Weaknesses
- Interest rate risk (although floating rate, rising rates can impact borrower creditworthiness)
- Credit risk (default risk on underlying loans)
- Market risk (price volatility)
- Management fees impacting net return
Opportunities
- Rising interest rate environment (increases income)
- Increased demand for floating-rate assets
- Expansion of loan origination market
- Potential for capital appreciation through active management
Threats
- Economic recession (increases default risk)
- Increased competition from other loan funds and ETFs
- Changes in regulations affecting loan market
- Decreasing interest rates (reduces income)
Competitors and Market Share
Key Competitors
- BKLN
- SRLN
- JFR
- ECC
- OXSQ
Competitive Landscape
EFR competes with other closed-end funds and ETFs focused on senior loans. Its advantage lies in active management, but it faces competition on fees and liquidity.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the overall leveraged loan market and EFR's ability to deploy capital effectively.
Future Projections: Projections depend on interest rate forecasts, economic outlook, and the fund's investment strategy.
Recent Initiatives: Monitor fund reports for recent initiatives, such as changes in portfolio allocation or investment strategy.
Summary
Eaton Vance Senior Floating Rate Closed Fund (EFR) offers investors exposure to senior floating-rate loans and a high stream of income. Its strengths lie in active management and diversified portfolio but the fund needs to be watched due to potential rising interest rates. EFR must compete effectively to be successful against similar loan fund options. Potential threats include economic recession and increasing competition from other loan funds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Eaton Vance Fund Website
- SEC Filings
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share data is estimated and may not be precise. Investment decisions should be based on individual risk tolerance and financial circumstances.
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 Eaton Vance Senior Floating Rate Closed Fund
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 2003-11-25 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Eaton Vance Senior Floating-Rate Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It primarily invests in senior, secured floating rate loans. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan Index. Eaton Vance Senior Floating-Rate Trust was formed on November 28, 2003 and is domiciled in the United States.
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