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Morningstar

Eaton Vance High Income Opportunities C ECHIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 3.99  /  0.23 %
  • Total Assets 862.7 Mil
  • Adj. Expense Ratio
    1.660%
  • Expense Ratio 1.660%
  • 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 4.78%
  • Effective Duration 3.61 years

USD | NAV as of Sep 27, 2023 | 1-Day Return as of Sep 27, 2023, 10:12 PM GMT+0

Morningstar’s Analysis ECHIX

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

People Pillar

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

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.

by Paul Olmsted
Rated on Published on

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Portfolio Holdings ECHIX

More ECHIX Holdings
  • Current Portfolio Date
  • Equity Holdings 6
  • Bond Holdings 472
  • Other Holdings 17
  • % Assets in Top 10 Holdings 5.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Msilf Government Portfolio Msilf Government Portfolio

4.66
51,252,182
Cash and Equivalents

GFL Environmental Inc. 4.75%

0.61
6,659,367
Corporate

Mozart Debt Merger Subordinated Inc. 5.25%

0.57
6,228,983
Corporate

Ford Motor Credit Company LLC 4.125%

0.52
5,664,295
Corporate

BCPE Empire Topco Inc 7.625%

0.49
5,382,764
Corporate

GEMS MENASA (Cayman) Limited & GEMS Education (Delaware) LLC 7.125%

0.49
5,379,870
Corporate

Inspire Brands

0.47
5,214,761
Corporate

Healthequity Inc 4.5%

0.46
5,108,507
Corporate

U S Acute Care Solutions LLC 6.375%

0.46
5,074,125
Corporate

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

0.46
5,073,914
Corporate