Eaton Vance Senior Floating-Rate Fund (EFR)

• Market cap: $325M
• 1 day: -6.81%
• 5 days: -9.47%
• 1 month: -12.95%
• 3 months: -14.23%
• 6 months: -11.77%
• Year to date: -13.90%
• 1 year: -13.96%
• 5 years: 12.36%
• 10 years: -23.52%
• 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 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]