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).

Eaton Vance Senior Floating-Rate Trust

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

Not Halal

Eaton Vance Senior Floating-Rate Trust

NYSEFinancial ServicesUS

$10.56

+0.09%

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 路 Industry: Asset Management

Shariah Compliance Status

AAOIFI Standard 21Updated Jun 19, 2026
F

Non-Compliant

Fails Shariah screening

0Score

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% (146.5%)

Basket Composition

97% 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.

146%
Halal0%
Doubtful0%
Haram146%
Unknown0%

Top Holdings

Focus Financial Partners LLCharam1.19%UKG Incharam1.18%Virgin Media Bristol LLCharam1.17%Epicor Software Corporationharam1.08%Boxer Parent Company Incharam0.98%Engineered Machinery Holdings Incharam0.94%White Cap Buyer LLCharam0.94%RealPage Incharam0.89%Autokiniton US Holdings Incharam0.85%WEC US Holdings Ltdharam0.85%

Compliance History

  1. Not Halalnow

    current status

  2. Under Review

    until the change above

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

Screened: Jun 19, 2026Fiscal: N/ASource: FMP-LOOKTHROUGH

Financial Overview

Market Cap

311.8M

Price

$10.56

Sector

Financial Services

Industry

Asset Management

Halal Alternatives in Financial Services

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

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$59.51

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Sprott Physical Silver Trust
PSLVA+

Sprott Physical Silver Trust

$21.30

+6.23%

AllianceBernstein Holding L.P.
ABA+

AllianceBernstein Holding L.P.

$36.03

-1.13%

Inflection Point Acquisition Corp. III
IPCXA+

Inflection Point Acquisition Corp. III

$10.31

+0.00%

More Financial Services Stocks

JPM

JPMorgan Chase & Co.

F

V

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A

MA

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A+

PYPL

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C

BAC

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WFC

Wells Fargo & Company

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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: Jun 19, 2026.

Screened according to AAOIFI Standard No. 21 路 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.