Welcome to our dedicated page for Eaton Vance Senior Floating-Rate Trust 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.
Eaton Vance Senior Floating-Rate Trust filings document the regulatory record for a closed-end fund with NYSE-listed common shares of beneficial interest. The filings identify the trust’s Massachusetts organization, common-share registration, governance structure, and shareholder voting matters, including proxy materials for trustee elections.
Form 8-K reports cover material fund events such as board leadership changes and board-size adjustments. Proxy statements and related fund disclosures address annual meeting procedures, trustee nominees, voting mechanics, advisory and governance matters, and capital-structure topics relevant to common shares, distributions, leverage, and NAV-based fund actions.
Eaton Vance Senior Floating-Rate Trust has updated its prospectus to replace the financial highlights, providing detailed per-share data and performance for the years ended October 31, 2016 through 2025. For 2025, net asset value per common share started at $12.91 and ended at $12.39, with total investment return on net asset value of 5.06%, while the market price return was -2.27%. Net investment income for 2025 was $1.23 per common share, and total distributions to common shareholders were $1.10 per share. On a ratio basis, 2025 total expenses were 3.26% of average daily net assets applicable to common shares and net investment income was 9.73%. The Trust reports 2025 year-end net assets applicable to common shares of $365,788,000, notes payable of $110,000,000, asset coverage of $5,016 per $1,000 of notes, and 3,032 preferred shares outstanding with asset coverage of $74,235 per preferred share.
Eaton Vance Senior Floating-Rate Trust (EFR) reported a 1‑year total return of 5.06% at net asset value (NAV) for the period ended October 31, 2025, trailing its benchmark, the Morningstar LSTA US Leveraged Loan Index, which returned 6.32%. The return at market price was -2.27%, reflecting a persistent discount between trading price and NAV.
The shares traded at a 7.99% discount to NAV at period end. Over the year, the Fund paid total distributions of $1.10 per share, equating to an 8.23% distribution rate on NAV and 8.95% on market price. The portfolio uses significant leverage through auction preferred shares and borrowings, which together represented 33.6% of total leverage as of October 31, 2025.
The Fund invests primarily in below‑investment‑grade senior secured floating‑rate loans, with additional exposure to collateralized loan obligation debt and secured high‑yield bonds. Key risks highlighted include credit, leverage, liquidity, non‑investment‑grade, derivatives, foreign and emerging market, and market discount risks. The annual expense load borne by common shareholders, including interest, fees and preferred dividends, was 4.70% of average net assets. During the year, the portfolio management team transitioned, and as of June 12, 2025 it is led by Peter Campo, CFA, alongside Catherine C. McDermott and Daniel P. McElaney, CFA.
Eaton Vance Senior Floating-Rate Trust (EFR) reported an insider ownership update on SEC Form 5 for the fiscal year ended 10/31/2025. The reporting person acquired 646.122 common shares on 10/31/2025 in a transaction coded “J” at a stated price of $0, described as a “fiscal year end adjustment, DRIPS.”
After this transaction, the reporting person beneficially owned 11,146.122 common shares of EFR, held in direct ownership form. The filing is an annual statement of changes in beneficial ownership and indicates it was filed by one reporting person.
Eaton Vance Senior Floating-Rate Trust reported a change in its board leadership. Effective August 27, 2025, the Board of Trustees appointed Scott E. Wennerholm as Chairperson of the Board for a four-year term. He replaces Susan J. Sutherland, who had been acting Chairperson since August 9, 2025 following the passing of the former Chairperson. This reflects a move from interim to longer-term leadership at the board level.
Initial Form 3 filing shows that Peter Campo reported ownership of 500 common shares of Eaton Vance Senior Floating-Rate Trust (EFR) following an event on 06/12/2025. The filing lists the reporting person’s address in Boston and identifies the filer as an Officer (Portfolio Manager). No derivative securities are reported. The form is signed by an attorney-in-fact on 08/26/2025.
Eaton Vance Senior Floating-Rate Trust reported that its Board Chairperson, Mark R. Fetting, unexpectedly passed away on August 9, 2025. Susan J. Sutherland is serving as acting Chairperson of the Board, providing interim leadership. Effective August 12, 2025, the Board reduced its size from ten to nine members to reflect the vacancy.
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.