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Upturn AI SWOT - About
Eaton Vance Senior Income Closed Fund (EVF)
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Upturn Advisory Summary
10/29/2025: 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 10.91% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/29/2025 |
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 (Eaton Vance Senior Income Fund) (EVF) is a closed-end investment fund. The fund was established to seek a high level of current income. While the exact founding year is difficult to pinpoint in the available public data, Eaton Vance has a long history in asset management, and this fund is one of many closed-end funds they manage.
Core Business Areas
- Investment Management: Manages a portfolio primarily of senior, secured floating-rate loans. The goal is high current income, with a secondary objective of preserving capital.
Leadership and Structure
Eaton Vance is the investment advisor. The fund is structured as a closed-end fund, meaning a fixed number of shares are issued and traded on an exchange.
Top Products and Market Share
Key Offerings
- Senior Loan Portfolio: EVF invests primarily in senior, secured, floating-rate loans. While specific market share is not publicly available for this *specific* fund, Eaton Vance, as a company, holds a significant share of the broader closed-end fund and loan origination markets. Competitors in this space include other closed-end fund managers like BlackRock and Nuveen.
Market Dynamics
Industry Overview
The closed-end fund industry is competitive, offering a variety of investment strategies. Senior loan funds are popular for income generation, particularly in rising interest rate environments. The space is affected by monetary policy from the Federal Reserve and general economic conditions.
Positioning
EVF is positioned as an income-generating investment vehicle. Its competitive advantage lies in Eaton Vance's expertise in managing senior loan portfolios and its established track record.
Total Addressable Market (TAM)
The TAM for senior loans and similar investments is in the trillions of dollars. EVF's share, as a single fund, is a small fraction of this, but Eaton Vance benefits from a larger slice of this TAM across its entire asset management offering.
Upturn SWOT Analysis
Strengths
- Experienced management team (Eaton Vance)
- Focus on income generation
- Diversification within the senior loan market
Weaknesses
- Exposure to credit risk of borrowers
- Sensitivity to interest rate changes (although floating-rate provides some protection)
- Discount to NAV (Net Asset Value) which can erode returns if it widens
Opportunities
- Rising interest rate environment can increase income
- Increased demand for income-generating investments
- Potential for NAV appreciation
Threats
- Economic recession could increase loan defaults
- Increased competition from other income-generating assets
- Changes in regulations
Competitors and Market Share
Key Competitors
- BME
- JFR
- ECC
Competitive Landscape
EVF competes with other closed-end funds and income-generating assets. Its advantages include Eaton Vance's expertise and established track record. Disadvantages include market volatility and credit risk.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the senior loan market and overall economic conditions.
Future Projections: Analyst estimates are dependent on market conditions and aren't readily available.
Recent Initiatives: Initiatives would include portfolio adjustments and strategies to maximize income and manage risk.
Summary
Eaton Vance Senior Income Fund offers a steady stream of income via senior loan portfolio holdings. While the floating rate notes provide a hedge against rising interest rates, the fund is still exposed to credit risk and economic downturns. Eaton Vance's management brings valuable expertise, but the fund's performance is subject to market volatility. Discount to NAV and increasing competition could pose a threat to performance.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Eaton Vance Senior Income Trust Fund Documents (EVF), SEC filings, FactSet, Morningstar, Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and fund performance 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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