Morningstar

Eaton Vance Income Fund of Boston Class R ERIBX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 5.04  /  −0.20 %
  • Total Assets 3.8B
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 6.07%
  • Effective Duration 2.50 years

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis ERIBX

Will ERIBX 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 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.

A smooth leadership transition keeps this fund as a solid choice.

Principal Paul Olmsted

Paul Olmsted

Principal

Summary

Eaton Vance Income Fund of Boston’s 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
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Portfolio Holdings ERIBX

More ERIBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Inst Lqudty Gov Sec Ins

2.20 87M
Cash and Equivalents

Beach Acquisition Bidco LLC 10%

1.51 59M
Corporate

Abc Technologies Inc. 2025 Usd Term Loan B

1.01 40M
Corporate

Cloud Software Group Inc. 9%

0.99 39M
Corporate

Sunoco LP 7.875%

0.86 34M
Corporate

Medline Borrower LP 5.25%

0.86 34M
Corporate

Athenahealth Group Inc. 6.5%

0.84 33M
Corporate

Olympus Water US Holding Corp. 7.25%

0.73 29M
Corporate

Well Health Technologies Corp 10%

0.72 28M
Corporate

Oak-Eagle AcquireCo Inc. 7.25%

0.68 27M
Corporate

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