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Upturn AI SWOT - About
Eaton Vance Senior Income Closed Fund (EVF)
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Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 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 06/30/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Eaton Vance Senior Income Closed Fund
Company Overview
History and Background
Eaton Vance Senior Income Trust (NYSE: EVF) is a closed-end fund. It began operations in 1996 and is managed by Eaton Vance Management. EVF invests in senior loans.
Core Business Areas
- Investment Management: Investment in senior loans and other income-producing securities, managed by Eaton Vance Management.
Leadership and Structure
EVF is managed by Eaton Vance Management, which is a part of Morgan Stanley Investment Management. Specific individual leadership details require more research into recent filings.
Top Products and Market Share
Key Offerings
- Senior Loan Investments: EVF primarily invests in senior loans, aiming to generate income for shareholders. Market share data specific to EVF's senior loan holdings isn't readily available as it is more portfolio allocation than a specific product. Competitors include other closed-end funds focusing on senior loans such as BlackRock Floating Rate Income Strategies Fund (FRA) or Nuveen Floating Rate Income Fund (JFR).
Market Dynamics
Industry Overview
The market for senior loans is influenced by interest rates, economic growth, and credit spreads. Higher interest rates can benefit senior loan funds as they are typically floating rate.
Positioning
EVF is positioned as an income-generating investment vehicle within the senior loan market. Its competitive advantage depends on its portfolio selection and expense ratio.
Total Addressable Market (TAM)
The total addressable market for senior loans is in the trillions of dollars. EVF's position relative to the TAM is small, but the fund carves out a niche by focusing on actively managed senior loans for income generation.
Upturn SWOT Analysis
Strengths
- Experienced Management Team (Eaton Vance)
- Diversified Portfolio of Senior Loans
- Potential for Income Generation in Rising Interest Rate Environment
Weaknesses
- Interest Rate Risk (potential for decline if rates fall sharply)
- Credit Risk (possibility of loan defaults)
- Management Fees Impacting Returns
- Discount to NAV Can Persist
Opportunities
- Increasing Demand for Income-Producing Assets
- Strategic Portfolio Adjustments to Enhance Returns
- Leveraging Eaton Vance's Research Capabilities
Threats
- Economic Downturn Leading to Loan Defaults
- Increased Competition from Other Senior Loan Funds
- Changes in Regulations Affecting Senior Loan Market
- Rising Inflation and Recessionary Pressures
Competitors and Market Share
Key Competitors
- FRA
- JFR
- BGB
- EFT
- VVR
Competitive Landscape
EVF competes with other closed-end funds focusing on senior loans. Its advantages and disadvantages depend on its portfolio composition, expense ratio, and investment strategy compared to peers.
Growth Trajectory and Initiatives
Historical Growth: Growth has been primarily driven by income generation from senior loans. Consult reports for accurate information.
Future Projections: Future projections depend on interest rate trends, credit market conditions, and Eaton Vance's investment strategy. Analyst estimates need to be consulted for specific forecasts.
Recent Initiatives: Recent initiatives typically involve portfolio adjustments to optimize risk-adjusted returns. Specific initiatives would be outlined in fund reports and presentations.
Summary
Eaton Vance Senior Income Closed Fund (EVF) offers investors exposure to senior loans, generating income. The fund's performance is tied to interest rates and credit conditions. Careful monitoring of the fund's expense ratio and discount to NAV are recommended. Investors need to watch out for potential economic downturns which can adversely affect the senior loan market and EVF's asset value.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Eaton Vance Website
- Financial Databases (e.g., Bloomberg, Reuters)
- Investment Research Reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is based on AUM, as no reliable source publishes accurate market share for closed end funds in this space. All numbers are subject to change.
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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