Morningstar

Eaton Vance Income Fund of Boston Class R6 EIBRX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $5.06  /  0.00
  • Fund Size $3.8B
  • Adjusted Expense Ratio 0.620%
  • Net Expense Ratio 0.620%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category High Yield Bond
  • Fixed-Income Style Box (Funds) Low/Limited
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 6.68%
  • Average Effective Duration 2.83 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis EIBRX

Will EIBRX outperform in the 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.

A smooth leadership transition keeps this fund as a solid choice.

Principal Paul Olmsted

Paul Olmsted

Principal

Summary

Eaton Vance Income Fund of Boston’s longtime manager, Steve Concannon, will retire at the end of 2026. While he takes more than three decades of experience with him, the strategy is in capable hands with a new lead duo, backed by a robust supporting cast and a proven process.

by Paul Olmsted
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Portfolio Holdings EIBRX

More EIBRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Inst Lqudty Gov Sec Ins

1.86 73M
Cash and Equivalents

Beach Acquisition Bidco LLC 10%

1.50 59M
Corporate

Cloud Software Group Inc. 9%

1.09 43M
Corporate

Abc Technologies Inc. 2025 Usd Term Loan B

1.00 40M
Corporate

Sunoco LP 7.875%

0.86 34M
Corporate

Medline Borrower LP 5.25%

0.86 34M
Corporate

Athenahealth Group Inc. 6.5%

0.85 34M
Corporate

Olympus Water US Holding Corp. 7.25%

0.74 29M
Corporate

1261229 Bc Ltd Floating Coupon 10.0111 Maturity 20301008

0.74 29M
Corporate

Oak-Eagle AcquireCo Inc. 7.25%

0.68 27M
Corporate

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