Morningstar

Eaton Vance High Income Opportunities Fund Class A ETHIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Eaton Vance Investment Hub

Morningstar’s Analysis ETHIX

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

  • People Pillar

    The People Pillar is our evaluation of the ETHIX 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 ETHIX’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 High Income Opportunities’ 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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