Skip to Content
Morningstar

Eaton Vance High Income Opportunities C ECHIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 4.12  /  +0.24 %
  • Total Assets 938.9 Mil
  • Adj. Expense Ratio
    1.700%
  • Expense Ratio 1.700%
  • 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 5.20%
  • Effective Duration 3.35 years

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:09 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ECHIX

More ECHIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Msilf Government Portfolio Msilf Government Portfolio

2.85 36.9 Mil
Cash and Equivalents

iShares Broad USD High Yield Corp Bd ETF

2.51 32.6 Mil
—

Medline Borrower LP 5.25%

0.77 10.0 Mil
Corporate

GFL Environmental Inc. 4.75%

0.62 8.1 Mil
Corporate

Arsenal AIC Parent LLC 11.5%

0.61 7.9 Mil
Corporate

AlixPartners, LLP

0.55 7.1 Mil
Corporate

Inspire Brands

0.54 6.9 Mil
Corporate

Heartland Dental LLC / Heartland Dental Finance Corp. 10.5%

0.50 6.5 Mil
Corporate

Metis Merger Subordinated LLC 6.5%

0.50 6.5 Mil
Corporate

SRM Escrow Issuer Llc 6%

0.48 6.2 Mil
Corporate