Morningstar

Eaton Vance High Income Opportunities Fund Class I EIHIX

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  • NAV / 1-Day Return$4.13  /  −0.24%
  • Fund Size$953.8M
  • Adjusted Expense Ratio0.640%
  • Net Expense Ratio0.630%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryHigh Yield Bond
  • Fixed-Income Style Box (Funds)—
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield6.61%
  • Average Effective Duration—
NAV and 1-Day Return as of

Morningstar’s Analysis EIHIX

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

  • People Pillar

    The People Pillar is our evaluation of the EIHIX 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 EIHIX’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 High Income Opportunities’ 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
Rated on Published on

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Portfolio Holdings EIHIX

More EIHIX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings8.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Inst Lqudty Gov Sec Ins

1.5232M
Cash and Equivalents

Beach Acquisition Bidco LLC 10%

1.3829M
Corporate

iShares Broad USD High Yield Corp Bd ETF

1.2727M
—

Cloud Software Group Inc. 9%

1.1023M
Corporate

Athenahealth Group Inc. 6.5%

0.9019M
Corporate

Sunoco LP 7.875%

0.7716M
Corporate

1261229 Bc Ltd Floating Coupon 10.0111 Maturity 20301008

0.7215M
Corporate

Olympus Water US Holding Corp. 7.25%

0.6814M
Corporate

Amynta Agency Borrower Inc. / Amynta Warranty Borrower Inc. 7.5%

0.6614M
Corporate

Euro

0.6514M
Cash and Equivalents

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