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Morningstar

abrdn High Income Opportunities Fund A BJBHX

Morningstar Medalist Rating
Medalist Rating as of | See abrdn Investment Hub
  • NAV / 1-Day Return 7.57  /  0.00
  • Total Assets 86.3 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 5.43%
  • Effective Duration 3.21 years

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BJBHX

Will BJBHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BJBHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BJBHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BJBHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit abrdn High Income Opportunities Fund A to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings BJBHX

More BJBHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sell Eur Buy Usd On 17/04/24 Fx - Deutsche Bank Ag_5990780596

17.81 15.7 Mil
Derivative

Buy Eur Sell Usd On 17/04/24 Fx - Royal Bank Of Canada_6041421827

6.74 5.9 Mil
Derivative

Sell Gbp Buy Usd On 17/04/24 Fx - Citibank (Us / Cayman Only)_5990781078

5.75 5.1 Mil
Derivative

Usd Cash

5.32 4.7 Mil
Cash and Equivalents

Buy Eur Sell Usd On 17/04/24 Fx - Royal Bank Of Canada_6025556970

4.06 3.6 Mil
Derivative

Sell Eur Buy Usd On 17/04/24 Fx - Citibank (Us / Cayman Only)_6024819480

1.96 1.7 Mil
Derivative

iShares iBoxx $ High Yield Corp Bd ETF

1.95 1.7 Mil
—

NRG Energy, Inc. 7%

1.68 1.5 Mil
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.25%

1.61 1.4 Mil
Corporate

Affinity Gaming 6.875%

1.48 1.3 Mil
Corporate