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Upturn AI Summary - About
Eaton Vance Senior Floating Rate Closed Fund(EFR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EFR
09/25/2026: EFR (1-star) is currently NOT-A-BUY. Pass it for now.
The Eaton Vance Senior Floating Rate Closed Fund (EFR) is a closed-end investment company that provides retail investors with exposure to senior, secured corporate loans. The fund is designed for income generation, utilizing a floating-rate structure that serves as a hedge when interest rates rise. Its main strength lies in its professional credit management and the senior position of its loan holdings in the corporate capital structure. However, the fund is subject to risks from corporate defaults, interest rate declines, and the impact of financial leverage. EFR may suit income-focused investors willing to accept volatility, provided they monitor the fund's discount to NAV and credit quality trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This is an income-focused instrument rather than a capital appreciation play. |
| Momentum investor | Mixed fit | Momentum is limited as the fund's price is heavily tethered to its NAV. |
| Value investor | Mixed fit | Value can be found when the fund trades at a significant discount to NAV. |
| Dividend investor | Strong fit | The primary objective is the provision of regular monthly income. |
| Low-risk investor | Weak fit | Exposure to non-investment grade loans and use of leverage increases overall risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The market price can fluctuate based on interest rate sentiment and fund-specific discounts/premiums. |
| Valuation risk | Medium | Purchasing shares at a premium to NAV can negatively impact total long-term returns. |
| Competition risk (Loan fund competition) | Medium | Yield-focused investors may rotate into competing funds with lower fees or better performance. |
| Business quality | Medium | The fund's performance depends on the credit analysis capabilities of the portfolio managers. |
| Dividend income | Medium | Distributions are subject to change based on the income generated by the underlying loan portfolio. |
| Execution risk | Medium | Failure to accurately manage the fund's leverage ratio could lead to forced liquidations. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type Stock | Historic Profit 6.68% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 301.73M USD | Price to earnings Ratio 20.04 | 1Y Target Price 12.43 |
Price to earnings Ratio 20.04 | 1Y Target Price 12.43 | ||
Volume (30-day avg) 123.5K shares | Beta 0.34 | 52 Weeks Range 9.73 - 10.74 | Updated Date 09/25/2026 |
52 Weeks Range 9.73 - 10.74 | Updated Date 09/25/2026 | ||
Dividends yield (FY) 9.49% | Basic EPS (TTM) 0.51 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management Fees | Management fees deducted from the fund's assets based on the net assets managed. | The fund makes money by charging a fee on the assets it manages for you. |
| Loan Interest Income | Interest payments from the senior floating-rate loans held in the portfolio. | The fund pays you dividends using interest collected from company loans. |
Valuation
Trailing PE 20.04 | Forward PE - | Enterprise Value 453.22M | Price to Sales(TTM) 7.03 |
Enterprise Value 453.22M | Price to Sales(TTM) 7.03 | ||
Enterprise Value to Revenue 21.89 | Enterprise Value to EBITDA - | Shares Outstanding 29.52M | Shares Floating - |
Shares Outstanding 29.52M | Shares Floating - | ||
Percent Insiders - | Percent Institutions 40.7 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Eaton Vance Senior Floating Rate Closed Fund
Exchange NYSE | Headquarters 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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