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Upturn AI SWOT - About
Eaton Vance Senior Income Closed Fund (EVF)
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Upturn Advisory Summary
08/28/2025: EVF (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 11.75% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 102.36M USD | Price to earnings Ratio 10.11 | 1Y Target Price - |
Price to earnings Ratio 10.11 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.36 | 52 Weeks Range 4.77 - 6.51 | Updated Date 06/29/2025 |
52 Weeks Range 4.77 - 6.51 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 9.12% | Basic EPS (TTM) 0.56 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 76.51% | Operating Margin (TTM) 86.93% |
Management Effectiveness
Return on Assets (TTM) 5.08% | Return on Equity (TTM) 8.5% |
Valuation
Trailing PE 10.11 | Forward PE - | Enterprise Value 158184512 | Price to Sales(TTM) 6.49 |
Enterprise Value 158184512 | Price to Sales(TTM) 6.49 | ||
Enterprise Value to Revenue 9.46 | Enterprise Value to EBITDA - | Shares Outstanding 18084100 | Shares Floating - |
Shares Outstanding 18084100 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 15.68 |
Upturn AI SWOT
Eaton Vance Senior Income Closed Fund
Company Overview
History and Background
Eaton Vance Senior Income Trust was founded in 1993. The fund seeks to provide investors with a high level of current income, consistent with prudent investment risk.
Core Business Areas
- Investment Management: Management of a portfolio of senior, secured loans and other investments.
Leadership and Structure
Eaton Vance Management serves as the investment advisor. The fund is a closed-end management investment company.
Top Products and Market Share
Key Offerings
- Senior Income Fund (EFR): A closed-end fund focused on senior, secured loans. Market share is difficult to precisely quantify as it represents a fraction of the broader high-yield and leveraged loan market. Competitors include other closed-end funds like BlackRock Enhanced Equity Dividend Trust (BDJ) and Nuveen Credit Strategies Income Fund (JQC).
Market Dynamics
Industry Overview
The industry is characterized by fluctuating interest rates, credit spreads, and economic cycles. Demand is influenced by investor appetite for income and risk tolerance.
Positioning
EFR aims to provide high current income through investments in senior loans, positioning itself as an income-generating investment. Competitive advantages include expertise in credit analysis and portfolio management.
Total Addressable Market (TAM)
The TAM is the entire market for high yield fixed income assets. Eaton Vance (now Morgan Stanley Investment Management) has a substantial AUM within this broad TAM, but EFR's positioning is relatively small compared to the overall debt market.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Focus on senior secured loans (lower risk within high yield)
- High current income potential
Weaknesses
- Closed-end fund structure (trading at a discount or premium to NAV)
- Exposure to credit risk and interest rate risk
- Leverage can amplify both gains and losses
Opportunities
- Rising interest rate environment (positive for floating rate loans)
- Increased demand for income-generating investments
- Strategic acquisitions to expand investment capabilities
Threats
- Economic recession (increased default risk)
- Rising interest rates (decreased asset values)
- Increased competition from other income-oriented investments
Competitors and Market Share
Key Competitors
- BDJ
- JQC
- BGB
Competitive Landscape
EFR competes with other closed-end funds and income-oriented investments. Its advantage lies in its focus on senior secured loans and experienced management. Its disadvantage is that the entire Closed end Fund market only represents a small fragment of the overall market.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the fund's ability to generate income and manage risk effectively.
Future Projections: Projections depend on market conditions and management's investment strategy. Analyst estimates would be needed for specific projections.
Recent Initiatives: Monitor fund updates for recent strategic initiatives.
Summary
Eaton Vance Senior Income Trust aims to deliver high current income through senior secured loans. Its strengths include an experienced team and focus on lower-risk high-yield debt. However, closed-end fund risks and economic uncertainties pose challenges. Strategic management and favorable market conditions are key for future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Eaton Vance Fund Documents
- Morningstar
- SEC Filings
- Yahoo Finance
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 qualified financial advisor.
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 Income Closed Fund
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1998-10-28 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Eaton Vance Senior Income 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 seeks to invest in the securities of companies operating across the diversified sectors. The fund 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 Income Trust was formed on October 30, 1998 and is domiciled in the United States.
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