Skip to Content
Morningstar

Eaton Vance Income Fund of Boston R ERIBX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 4.95  /  0.25 %
  • Total Assets 5.0 Bil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 5.24%
  • Effective Duration 3.71 years

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:16 PM GMT+0

Morningstar’s Analysis ERIBX

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

People Pillar

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

This 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 Income Fund of Boston’s improved Process rating to Above Average from Average.

by Paul Olmsted
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ERIBX

More ERIBX Holdings
  • Current Portfolio Date
  • Equity Holdings 4
  • Bond Holdings 448
  • Other Holdings 18
  • % Assets in Top 10 Holdings 6.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Msilf Government Portfolio Msilf Government Portfolio

4.04
204,472,508
Cash and Equivalents

iShares Broad USD High Yield Corp Bd ETF

1.49
75,344,800
—

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

0.78
39,499,682
Corporate

Mozart Debt Merger Subordinated Inc. 5.25%

0.63
31,794,987
Corporate

Rolls-Royce PLC 5.75%

0.56
28,347,625
Corporate

Sprint Capital Corporation 6.875%

0.54
27,239,873
Corporate

Neptune Energy Bondco PLC 6.625%

0.51
25,826,047
Corporate

Panther Bf Agg 2 Fixed Coupon 4.375000 Maturity 20260515

0.51
25,662,908
—

BCPE Empire Topco Inc 7.625%

0.50
25,052,275
Corporate

Compass Minerals International Inc. 6.75%

0.49
24,587,451
Corporate