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Morningstar

Eaton Vance Income Fund of Boston R6 EIBRX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 5.07  /  +0.21 %
  • Total Assets 5.2 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 5.99%
  • Effective Duration 3.44 years

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 PM GMT+0

Morningstar’s Analysis EIBRX

Will EIBRX 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 EIBRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EIBRX 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 EIBRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This 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 Income Fund of Boston’s improved Process rating to Above Average from Average.

by Paul Olmsted
Rated on Published on

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Portfolio Holdings EIBRX

More EIBRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Msilf Government Portfolio Msilf Government Portfolio

3.00 156.5 Mil
Cash and Equivalents

iShares Broad USD High Yield Corp Bd ETF

0.75 39.3 Mil
—

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

0.74 38.7 Mil
Corporate

Medline Borrower LP 5.25%

0.74 38.3 Mil
Corporate

Arsenal AIC Parent LLC 11.5%

0.63 33.0 Mil
Corporate

Heartland Dental LLC / Heartland Dental Finance Corp. 10.5%

0.57 29.6 Mil
Corporate

Rolls-Royce PLC 5.75%

0.55 28.6 Mil
Corporate

Neptune Energy Bondco PLC 6.625%

0.50 26.0 Mil
Corporate

Panther Bf Agg 2 Fixed Coupon 4.375000 Maturity 20260515

0.50 25.8 Mil
—

Olympus Water US Holding Corp. 9.75%

0.48 25.2 Mil
Corporate