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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 7.43  /  0.00
  • Total Assets 85.5 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • 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 7.33%
  • Effective Duration 3.75 years

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 11:11 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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BJBHX

More BJBHX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 209
  • Other Holdings 12
  • % Assets in Top 10 Holdings 11.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sell Eur Buy Usd On 19/01/24 Fx - Ubs Ag_5843663118

16.63
13,758,514
Derivative

Sell Gbp Buy Usd On 19/01/24 Fx - Ubs Ag_5843682660

5.11
4,227,065
Derivative

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

1.64
1,354,081
Corporate

180 Medical Incorporated 3.875%

1.37
1,130,067
Corporate

Usd Cash

1.35
1,116,798
Cash and Equivalents

iShares iBoxx $ High Yield Corp Bd ETF

1.31
1,082,890
—

SunCoke Energy, Inc. 4.875%

1.19
984,547
Corporate

Teva Pharmaceutical Finance Netherlands II B.V 7.375%

1.19
983,933
Corporate

Venture Global LNG Inc. 8.375%

1.10
907,497
Corporate

Rogers Communications Inc. 5.25%

1.08
890,476
Corporate