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Morningstar

Eaton Vance Income Fund of Boston A EVIBX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 5.03  /  0.22 %
  • Total Assets 5.0 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 5.68%
  • Effective Duration 3.66 years

USD | NAV as of Dec 05, 2023 | 1-Day Return as of Dec 05, 2023, 11:12 PM GMT+0

Morningstar’s Analysis EVIBX

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

People Pillar

The People Pillar is our evaluation of the EVIBX 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 EVIBX’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

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Portfolio Holdings EVIBX

More EVIBX Holdings
  • Current Portfolio Date
  • Equity Holdings 5
  • Bond Holdings 447
  • Other Holdings 16
  • % Assets in Top 10 Holdings 5.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Msilf Government Portfolio Msilf Government Portfolio

3.90
191,938,079
Cash and Equivalents

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

0.78
38,285,218
Corporate

Mozart Debt Merger Subordinated Inc. 5.25%

0.63
30,986,853
Corporate

Heartland Dental LLC / Heartland Dental Finance Corp. 10.5%

0.58
28,324,855
Corporate

Rolls-Royce PLC 5.75%

0.56
27,757,307
Corporate

Neptune Energy Bondco PLC 6.625%

0.52
25,772,060
Corporate

BCPE Empire Topco Inc 7.625%

0.51
25,020,021
Corporate

Panther Bf Agg 2 Fixed Coupon 4.375000 Maturity 20260515

0.50
24,414,798
—

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

0.49
24,196,650
Corporate

Compass Minerals International Inc. 6.75%

0.49
23,915,082
Corporate