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EV Senior Floating Rate SEC Filings

EFR NYSE

Welcome to our dedicated page for EV Senior Floating Rate SEC filings (Ticker: EFR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Floating-rate loans react when interest rates move, and Eaton Vance Senior Floating-Rate Fund (EFR) owns hundreds of them across high-yield sectors. For analysts trying to track leverage ratios, credit exposure, or distribution policies, combing through EFR’s Form N-CSR or sudden 8-K notices can be daunting.

Stock Titan’s AI and expert analysis bridge that gap. It turns the fund’s dense schedules into plain-English takeaways, flags portfolio shifts the moment they hit EDGAR, and links each datapoint to the source paragraph. Whether you need the Eaton Vance Senior Floating-Rate Fund insider trading Form 4 transactions or a quick view of its quarterly earnings report 10-Q filing equivalent, our platform delivers real-time context.

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From distribution rate changes to shifts in sector weighting, every filing type—Form N-CSR, N-PORT, 10-K look-alikes, 10-Q summaries, 8-K updates, and proxy statements—is indexed and summarized. Expect AI-powered summaries, comprehensive coverage, real-time filing updates, and easy access to insider Form 4 details—so you spend minutes, not hours, getting the insights that matter.

Rhea-AI Summary

Eaton Vance closed-end funds file Definitive Proxy (Schedule 14A) dated June 23 2025. The proxy covers five Massachusetts business trusts: Eaton Vance Senior Floating-Rate Trust, Tax-Advantaged Dividend Income Fund, Tax-Advantaged Global Dividend Income Fund, Tax-Managed Diversified Equity Income Fund and Tax-Managed Global Diversified Equity Income Fund.

An Annual Meeting of Shareholders will be held concurrently for all funds on Thursday, August 7 2025 at 11:30 a.m. ET at One Post Office Square, Boston. Shareholders will vote on the election of Class I Trustees for each fund, as listed in the proxy. No other specific proposals are presented, although the proxy authorises action on any other proper business that may arise.

The record date is May 27 2025. Shares outstanding on that date were: 29,523,618 Common and 3,032 APS (Senior Floating-Rate Trust); 74,542,782 (Tax-Advantaged Dividend Income); 76,321,908 (Tax-Advantaged Global Dividend Income); 157,502,243 (Tax-Managed Diversified Equity Income); and 305,936,026 (Tax-Managed Global Diversified Equity Income). Trustees and officers collectively own <1 % of any fund’s shares. No filing fee is required.

Proxy materials, including the Notice, Proxy Card and Shareholder Reports, are available online at the Eaton Vance website. Shareholders are urged to return proxy cards promptly or vote in person; legal proxies are required for beneficial owners voting through intermediaries.

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FAQ

What is the current stock price of EV Senior Floating Rate (EFR)?

The current stock price of EV Senior Floating Rate (EFR) is $12.12 as of June 30, 2025.

What is the market cap of EV Senior Floating Rate (EFR)?

The market cap of EV Senior Floating Rate (EFR) is approximately 348.4M.

What is the primary objective of Eaton Vance Senior Floating-Rate Fund?

The primary objective is to provide a high level of current income.

What types of investments does Eaton Vance Senior Floating-Rate Fund hold?

The fund holds below investment grade floating rate loans across diverse sectors like health care, industrial equipment, and telecommunications.

Who manages Eaton Vance Senior Floating-Rate Fund?

The fund is managed by Eaton Vance Corp., one of the oldest investment firms in the U.S.

What is a secondary objective of the fund?

The secondary objective is to seek capital preservation.

Why are the loans in the fund's portfolio considered speculative?

They are considered speculative due to the credit risk of their issuers.

How does the fund ensure diversified risk?

The fund invests across a wide range of industries to spread and mitigate risk.

What makes Eaton Vance a reliable investment manager?

Eaton Vance has a long history of exemplary service, timely innovation, and attractive returns.

Who might be interested in investing in Eaton Vance Senior Floating-Rate Fund?

Investors seeking a steady income stream and capital preservation may find the fund appealing.

How does the fund adapt to varying market conditions?

The fund continuously assesses market conditions to optimize investment opportunities and mitigate risks.

What industries are included in the fund's portfolio?

Industries include health care, industrial equipment, lodging and casinos, oil and gas, publishing, radio and television, and telecommunications.
EV Senior Floating Rate

NYSE:EFR

EFR Rankings

EFR Stock Data

348.38M
29.20M
24.28%
1.09%
Asset Management
Financial Services
Link
United States
Boston