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Upturn AI SWOT - About
Eaton Vance Senior Floating Rate Closed Fund (EFR)
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Upturn Advisory Summary
10/15/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 14.08% | Avg. Invested days 80 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/15/2025 |
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 |
Upturn AI SWOT
Eaton Vance Senior Floating Rate Closed Fund
Company Overview
History and Background
Eaton Vance Senior Floating Rate Closed Fund was established to provide current income and capital appreciation by investing in senior, secured floating rate loans.
Core Business Areas
- Investment Management: Management of a closed-end fund focused on senior, secured floating rate loans.
Leadership and Structure
Managed by Eaton Vance Management, a subsidiary of Morgan Stanley Investment Management. Portfolio management team oversees investment decisions.
Top Products and Market Share
Key Offerings
- Senior Floating Rate Loans: Investment in a diversified portfolio of senior, secured floating rate loans. Market share data is complex as this is a segment of the broader leveraged loan market. Competitors include other closed-end funds and ETFs specializing in leveraged loans.
Market Dynamics
Industry Overview
The market for senior floating rate loans is influenced by interest rate environments, credit spreads, and economic growth. Demand is driven by investors seeking income and protection against rising rates.
Positioning
The fund positions itself as a provider of income and potential capital appreciation through investments in senior floating rate loans. Its competitive advantage lies in its active management and loan selection expertise.
Total Addressable Market (TAM)
The TAM for leveraged loans is estimated to be in the trillions of USD. EVF is positioned to capture a small segment of this large market.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio
- Floating rate exposure mitigates interest rate risk
- Focus on senior secured loans provides some downside protection
Weaknesses
- Closed-end fund structure can lead to trading at a discount to NAV
- Exposure to credit risk of borrowers
- Sensitivity to economic downturns
- Management fees reduce returns
Opportunities
- Rising interest rate environment could increase income
- Increased demand for income-generating assets
- Expansion of the leveraged loan market
- Strategic acquisitions to enhance portfolio
Threats
- Economic recession could lead to loan defaults
- Increased competition from other investment vehicles
- Changes in regulations could impact the leveraged loan market
- Credit spread widening
Competitors and Market Share
Key Competitors
- OXSQ
- ECC
- ARCC
Competitive Landscape
EVF competes with other closed-end funds and ETFs that invest in leveraged loans. Competitive advantages include active management and loan selection expertise.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the expansion of the leveraged loan market and investor demand for income. Historical reporting is required for accurate data.
Future Projections: Future growth depends on factors such as interest rates, credit spreads, and economic conditions. Analyst estimates should be reviewed.
Recent Initiatives: Portfolio adjustments and strategic loan selections are ongoing initiatives.
Summary
Eaton Vance Senior Floating Rate Closed Fund offers exposure to senior floating rate loans, providing income and inflation protection. It faces risks related to credit quality and economic downturns, and its closed-end fund structure can create price volatility. The company benefits from an experienced management team and a diversified portfolio. However, rising interest rates and careful loan selection are critical for performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Financial News Outlets
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial professional.
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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