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Eaton Vance High Income Opportunities Fund Class I – EIHIX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
4.440.00 (0.00%)4.06 - 4.530.0

Market data as of 6:05PM 07/28/16. Quotes are delayed by at least 15 min.

Overview - EIHIX

The investment seeks to provide a high level of current income; growth of capital is a secondary investment objective. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in fixed-income securities, including preferred stocks and other hybrid securities (many of which have fixed maturities), senior and subordinated floating rate loans ("bank loans") and convertible securities. The fund invests primarily in high yield, high risk corporate bonds. The fund invests a substantial portion of its assets in bonds issued in connection with mergers, acquisitions and other highly-leveraged transactions.

Growth of $10,000 (10 Years)

Total Return9.04%
Yield (Trailing 12 Mo.)6.08%
Expense Ratio0.65%
Front LoadNone
Deferred LoadNone
Minimum Investment$250,000
Management Tenure21 Years
Fund Inception10/01/2009

Trailing Total Returns - EIHIX

as of 06/30/2016
TimeframeEIHIXS&P 500High Yield Bond
1 Month0.50%0.26%0.68%
3 Month3.41%2.46%4.23%
1 Year2.23%3.99%-0.46%
3 Year5.34%11.66%2.92%
5 Year6.49%12.10%4.58%
10 Year6.34%7.42%5.97%
Since Inception9.04%10.45%--

Sector Allocation - EIHIX

as of 06/30/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - EIHIX

as of 06/30/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$1.39B
Total Stock Holdings12
Total Bond Holdings519

Bond Credit Quality - EIHIX

as of 06/30/2016
Below B14.64%
Not Rated2.56%

Top Ten Holdings - EIHIX

as of 06/30/2016
CompanyYTD Return% of Assets
Peninsula Gaming Llc 01jul16 Call--0.83%
Laureate Educ 144A 9.25%--0.74%
Mph Acquisition Hldgs 144A 7.125%--0.70%
Mph Merger Sub 144A 6.625%--0.70%
Hca 5.875%--0.68%
Mdc Partners 144A 6.5%--0.65%
Memorial Res Dev 5.875%--0.65%
Albertsons, Llc--0.64%
Seven Generations Engy 144A 6.75%--0.60%

Valuation & Growth - EIHIX

as of 06/30/2016
ValuationEIHIXCategory Range
Price/Cash Flow--
Dividend Yield2.03
LT Earnings15.38
Historical Earnings
Sales Growth9.69
Cash-Flow Growth20.73
Book-Value Growth5.01
Key:  Lo 

Morningstar Summary - EIHIX, 3 Year

Rate Sensitivity
Ratingvs Category
RiskBelow Avg
Key:  Lo 

Tax Analysis - EIHIX, 3 Year Avg

Pretax Return5.34%
Tax-adjusted Return2.57%
Tax Cost Ratio2.63%
Potential Cap Gains-6.24%

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