Eaton Vance Senior Floating-Rate Fund (EFR)

• Market cap: $359M
• 1 day: -0.16%
• 5 days: 2.01%
• 1 month: 2.27%
• 3 months: 2.27%
• 6 months: -5.80%
• Year to date: -5.51%
• 1 year: -8.50%
• 5 years: 7.32%
• 10 years: -12.13%
• Sector: Financials
• Industry: Asset Management

About: Eaton Vance Senior Floating Rate Trust is a diversified, closed-end management investment company. Its primary investment objective is to provide a high level of current income. As a secondary objective, the fund intends to seek capital preservation. Its portfolio of investments consists of Software, Health Care Providers & Services, Machinery, Chemicals, Professional Services, IT Services, Hotels, Restaurants & Leisure, Capital Markets, Specialty Retail, Commercial Services & Supplies, and other areas. The trust invests in below investment grade floating rate loans, which are considered speculative because of the credit risk of their issuers.

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

0.9% more ownership

Funds ownership: 24.07% [Q4 2024] → 24.97% (+0.9%) [Q1 2025]

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

8% less funds holding

Funds holding: 92 [Q4 2024] → 85 (-7) [Q1 2025]

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

78% less capital invested

Capital invested by funds: $413M [Q4 2024] → $89.1M (-$324M) [Q1 2025]

100% less funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 0 (-1) [Q1 2025]