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

Eaton Vance Senior Floating-Rate Trust's (EFR) compliance score is being calculated. Check HalalScreener.app for the latest AAOIFI screening results.

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%, and (4) prohibited income below 5%. HalalScreener provides free AAOIFI screening for 6,200+ stocks at halalscreener.app.

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

Muslim investors purify the portion of dividends and realized gains that comes from non-permissible income by donating it to charity. HalalScreener's purification calculator at halalscreener.app/en/purification computes the exact percentage and amount for Eaton Vance Senior Floating-Rate Trust (EFR) 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 5,100+ other US-listed stocks, ETFs, and 100+ cryptocurrencies. The screening uses AAOIFI Standard No. 21 and shows the verdict, compliance grade, score, and debt ratio free. No credit card or signup required for basic screening; the full ratio breakdown is part of Pro. 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

Compliance Status

Not Halal

Screened on Sep 2, 2026 · AAOIFI Standard 21

Non-Compliant

0Score

Is Eaton Vance Senior Floating-Rate Trust (EFR) halal? Not Halal. Based on AAOIFI screening, Eaton Vance Senior Floating-Rate Trust has involvement in prohibited business activities with a compliance score of 0/100 (Grade: F).

Quote this verdict

HalalScreener rates Eaton Vance Senior Floating-Rate Trust (EFR) Not Halal, 0/100, grade F under AAOIFI Standard 21 look-through, screened Sep 2, 2026. Source: https://halalscreener.app/en/stock/EFR

Basket rule

Over the limit

An ETF is halal when non-compliant holdings stay under 5% of the basket by weight.

98.3% of 5.0% limit

98% of the basket's holdings were screened individually.

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 Sep 2, 2026

Business Activity Screen

Failed

Checks if the business is involved in prohibited activities (alcohol, gambling, pork, conventional banking, etc.)

Basket-weighted haram holdings exceed 5% (98.3%)

Basket Composition

98% 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.

98%

Halal0%

Doubtful0%

Not Halal98%

Unknown2%

Top Holdings

MSMorgan Stanley & Co. LLCNot Halal2.33%UKG IncNot Halal0.82%Virgin Media Bristol LLCNot Halal0.81%Epicor Software CorporationNot Halal0.75%Engineered Machinery Holdings IncNot Halal0.66%White Cap Buyer LLCNot Halal0.66%Focus Financial Partners LLCNot Halal0.64%ASURION LLCNot Halal0.64%EOC Borrower LLCNot Halal0.59%TDGTransDigm IncNot Halal0.59%

Compliance History

Not Halalnow
since Jul 2026
Under Review
until the change above
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

Halal Alternatives in Financial Services

This stock is not Shariah-compliant. Here are halal alternatives from the same sector, ranked by compliance score:

GLDA+

SPDR Gold Shares

$396.75

+0.17%

SLVA+

iShares Silver Trust

$57.92

+0.47%

PSLVA+

Sprott Physical Silver Trust

$21.30

+6.23%

PHYSA+

Sprott Physical Gold Trust

$31.75

+0.19%

CEFA+

Sprott Physical Gold and Silver Trust

$43.28

+4.44%

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C+

BAC

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WFC

Wells Fargo & Company

Free · No credit card required

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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 rated Not Halal under AAOIFI Standard 21 screening. It fails either the business activity screen (primary involvement in prohibited sectors such as conventional banking, alcohol, or gambling) or one of the quantitative financial ratio thresholds. Muslim investors should avoid or exit this position.

Why did Eaton Vance Senior Floating-Rate Trust get a F 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: Sep 2, 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.