Eaton Vance Senior Floating-Rate FundEFR
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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
394% more capital invested
Capital invested by funds: $83.6M [Q3] → $413M (+$330M) [Q4]
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
5% more funds holding
Funds holding: 88 [Q3] → 92 (+4) [Q4]
1.62% more ownership
Funds ownership: 22.44% [Q3] → 24.06% (+1.62%) [Q4]
4% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 25
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for EFR.
Financial journalist opinion









