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Eaton Vance High Income Opportunities C ECHIX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 4.19  /  +0.24 %
  • Total Assets 921.6 Mil
  • Adj. Expense Ratio
    1.700%
  • Expense Ratio 1.700%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 5.17%
  • Effective Duration 3.35 years

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:10 AM GMT+0

Morningstar’s Analysis ECHIX

Will ECHIX outperform in future?

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

This higher-octane high-yield offering is back on track.

Senior Analyst Paul Olmsted

Paul Olmsted

Senior Analyst

Summary

Strong security selection executed by its veteran portfolio managers and robust high-yield credit research team and effective collaboration has propelled Eaton Vance High Income Opportunities’ improved Process rating to Above Average from Average.

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Portfolio Holdings ECHIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 5.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Msilf Government Portfolio Msilf Government Portfolio

3.94 48.8 Mil
Cash and Equivalents

Mozart Debt Merger Subordinated Inc. 5.25%

0.81 10.1 Mil
Corporate

GFL Environmental Inc. 4.75%

0.65 8.1 Mil
Corporate

AlixPartners, LLP

0.58 7.1 Mil
Corporate

Inspire Brands

0.56 6.9 Mil
Corporate

Heartland Dental LLC / Heartland Dental Finance Corp. 10.5%

0.52 6.5 Mil
Corporate

Metis Merger Subordinated LLC 6.5%

0.51 6.3 Mil
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.5%

0.51 6.3 Mil
Corporate

SRM Escrow Issuer Llc 6%

0.51 6.3 Mil
Corporate

iShares Broad USD High Yield Corp Bd ETF

0.51 6.3 Mil