Is Eaton Vance Senior Floating-Rate Trust (EFR) Halal?

NYSE Financial Services United States $299M
✗ NOT HALAL
Confidence: 95/100
Eaton Vance Senior Floating-Rate Trust (EFR) is Not Halal under AAOIFI Standard 21 due to its classification in the Asset Management industry, which is excluded under Shariah screening. Companies operating in prohibited sectors such as conventional banking, insurance, alcohol, tobacco, and gambling are automatically excluded regardless of their financial ratios.

Shariah Screening — 5 Standards

Based on financial data from October 2025

Standard Debt Ratio Cash Ratio Receivables Income Status
AAOIFI Excluded — Asset Management ✗ NOT HALAL
DJIM Excluded — Asset Management ✗ NOT HALAL
MSCI Excluded — Asset Management ✗ NOT HALAL
S&P Excluded — Asset Management ✗ NOT HALAL
FTSE Excluded — Asset Management ✗ NOT HALAL

Financial Highlights

P/E Ratio
17.5
Forward: 101.3
EPS
$0.58
Dividend Yield
829.0%
Payout: 190.0%
P/B Ratio
0.8
Revenue
$23M
Growth: -16.5%
Beta
0.4
Low volatility
Current Ratio
0.2

Profitability

Gross Margin 100.0%
Operating Margin 77.8%
Net Margin 35.7%
Return on Equity (ROE) 3.8%
Return on Assets (ROA) 4.0%

Cash Flow & Balance Sheet

Operating Cash Flow$57M
Free Cash Flow$57M
Total Debt$110M
Debt-to-Equity24.9
Current Ratio0.2
Total Assets$572M

Price & Trading

Last Close$10.33
50-Day MA$10.82
200-Day MA$11.34
Avg Volume148K
Beta0.4
52-Week Range
$10.11
$12.30

About Eaton Vance Senior Floating-Rate Trust (EFR)

CEO
Mr. Payson F. Swaffield CFA
Sector
Financial Services
Industry
Asset Management
Country
United States
Exchange
NYSE
Market Cap
$299M
Currency
USD

Eaton Vance Senior Floating-Rate Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It primarily invests in senior, secured floating rate loans. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan Index. Eaton Vance Senior Floating-Rate Trust was formed on November 28, 2003 and is domiciled in the United States.

Related Halal Stocks in Financial Services

Frequently Asked Questions

Is Eaton Vance Senior Floating-Rate Trust (EFR) halal to invest in?

Based on our screening using AAOIFI Standard 21 (the strictest methodology), Eaton Vance Senior Floating-Rate Trust is Not Halal. The company fails one or more screening criteria. We screen against all 5 major standards: AAOIFI, DJIM, MSCI, S&P, and FTSE.

What is Eaton Vance Senior Floating-Rate Trust's debt ratio?

Eaton Vance Senior Floating-Rate Trust's debt ratio is not available under the AAOIFI standard (which uses market capitalization as the denominator). The AAOIFI threshold is 30%.

What are Eaton Vance Senior Floating-Rate Trust's key financial metrics?

Eaton Vance Senior Floating-Rate Trust has a market capitalization of $299M, trailing P/E ratio of 17.5, and revenue of $23M. The company maintains a gross margin of 100.0% and a net margin of 35.7%. Return on equity stands at 3.8%.

How often is the screening data updated?

Our screening data is updated regularly using the latest available financial statements and market data. Stock prices and market caps are refreshed frequently, while financial statements are updated quarterly when companies report earnings.

Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.