What is Eaton Vance Senior Floating-Rate Trust's Shariah compliance score?

Eaton Vance Senior Floating-Rate Trust (EFR) has a Shariah compliance score of 50/100 (Grade: C+, Fair) based on AAOIFI screening standards. Scores above 70 typically indicate strong compliance. The score factors in business activity screening and financial ratio analysis including debt levels, interest-bearing deposits, and prohibited income percentages. View the full breakdown at HalalScreener.app.

Does Eaton Vance Senior Floating-Rate Trust pass AAOIFI screening?

Eaton Vance Senior Floating-Rate Trust (EFR) does not pass AAOIFI Shariah screening. AAOIFI requires: (1) no primary involvement in prohibited activities like alcohol, gambling, or conventional banking, (2) debt-to-market-cap below 30% (EFR: 0.0%), (3) interest-bearing deposits below 30% (EFR: 0.0%), and (4) prohibited income below 5% (EFR: 0.0%). HalalScreener provides free AAOIFI screening for 10,000+ stocks at halalscreener.app.

How much purification is needed for Eaton Vance Senior Floating-Rate Trust stock?

Eaton Vance Senior Floating-Rate Trust (EFR) has a non-permissible income ratio of 0.00%. Muslim investors should purify this percentage of any dividends received and capital gains realized from EFR shares by donating it to charity. HalalScreener's purification calculator at halalscreener.app/en/purification automates this calculation using the latest financial data.

Where can I screen Eaton Vance Senior Floating-Rate Trust for Shariah compliance for free?

HalalScreener (halalscreener.app) offers free Shariah compliance screening for Eaton Vance Senior Floating-Rate Trust (EFR) and 10,000+ other US-listed stocks, ETFs, and 100+ cryptocurrencies. The screening uses AAOIFI Standard No. 21 and shows all financial ratios transparently. No credit card or signup required for basic screening. HalalScreener also includes an AI Islamic Scholar for follow-up questions about EFR's compliance across different madhabs (Hanafi, Shafi'i, Maliki, Hanbali, Ja'fari).

EFR: Is Eaton Vance Senior Floating-Rate Trust Halal?

Eaton Vance Senior Floating-Rate Trust

NYSEFinancial ServicesUS

$10.56

+0.09%

Market Cap: 311.8M

About Eaton Vance Senior Floating-Rate Trust

The Eaton Vance Senior Floating-Rate Trust is a closed-end investment fund, expertly managed by Eaton Vance Management, that concentrates its investments within the U.S. fixed income landscape. Its principal focus is on senior, secured loans with floating interest rates. The fund gauges its returns against the S&P/LSTA Leveraged Loan Index. Established in the United States on November 28, 2003, this trust operates as a U.S.-based entity.

Sector: Financial Services · Industry: Asset Management

Shariah Compliance Status

AAOIFI Standard 21Updated Jul 20, 2026

Basket Composition

0% of basket screened

ETFs are baskets of many stocks. AAOIFI-aligned rule: basket is halal when haram weight is under 5%. The purification share is the weighted prohibited-income contribution of the underlying holdings.

100%

Halal0%

Doubtful0%

Not Halal0%

Unknown100%

Compliance History

Under Reviewnow
since Jul 2026
Not Halal
until the change above
Under Review
until the change above

Tracked since May 2026. Updates automatically on each re-screen.

Fiscal: N/AData source: FMP-LOOKTHROUGH

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Frequently Asked Questions

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

Eaton Vance Senior Floating-Rate Trust (EFR) is screened using AAOIFI Standard 21 look-through analysis. Each underlying holding is screened individually and the weighted aggregate determines the fund verdict. Check the verdict above for the current compliance ruling.

Why did Eaton Vance Senior Floating-Rate Trust get a C+ compliance rating?

Eaton Vance Senior Floating-Rate Trust's compliance grade is determined by AAOIFI Standard 21 screening, a two-step process: (1) qualitative screen for prohibited business activities and (2) quantitative check of debt, interest deposits, and prohibited income ratios. Scroll up to see the detailed ratio breakdown.

What could change Eaton Vance Senior Floating-Rate Trust's Shariah verdict?

Eaton Vance Senior Floating-Rate Trust's verdict is recalculated whenever the fund rebalances or holdings change materially. If the haram-weight of underlying holdings crosses 5% (the AAOIFI threshold for fund look-through), the verdict will flip to Not Halal. HalalScreener rescreens ETFs at each rebalance cycle.

How often is Eaton Vance Senior Floating-Rate Trust re-screened for Shariah compliance?

Eaton Vance Senior Floating-Rate Trust (EFR) is re-screened annually using the most recent full-year financial data from SEC filings. HalalScreener also triggers an on-demand re-screen whenever the stored data is more than 7 days old, ensuring the ratios reflect the latest available financial statements. Last screened: Jul 20, 2026.

Screened according to AAOIFI Standard No. 21 · For informational purposes only. Consult a qualified Islamic finance advisor before investing.

Disclaimer: This screening is for informational purposes only and does not constitute financial, legal, or religious advice. Compliance is evaluated using AAOIFI financial standards (debt, deposits, and prohibited income ratios) and publicly available data. Ethical, political, social, or environmental considerations are outside the scope of this screening. Individual scholars and methodologies may differ. Always consult a qualified Islamic finance advisor before making investment decisions.