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Eaton Vance Income Fund of Boston Class A – EVIBX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
5.730.00 (0.00%)5.18 - 5.740.0

Market data as of 12:00AM 08/23/16. Quotes are delayed by at least 15 min.

Overview - EVIBX

The investment seeks to provide a high level of current income; the fund's secondary objectives are to seek growth of income and capital. The fund currently invests primarily in high yield, high risk corporate bonds (commonly referred to as "junk bonds") which are rated lower than investment grade (i.e., bonds rated lower than Baa by Moody's Investors Service, Inc. ("Moody's") or lower than BBB by Standard & Poor's Ratings Services ("S&P")) or are unrated and of comparable quality as determined by the investment adviser.

Growth of $10,000 (10 Years)

Total Return8.67%
Yield (Trailing 12 Mo.)5.97%
Expense Ratio1.00%
Front Load4.75%
Deferred LoadNone
Minimum Investment$1,000
Management Tenure21 Years
Fund Inception06/15/1972

Trailing Total Returns - EVIBX

as of 07/31/2016
TimeframeEVIBXS&P 500High Yield Bond
1 Month1.95%3.69%2.17%
3 Month2.99%5.82%3.46%
1 Year3.32%5.61%2.16%
3 Year4.23%11.16%3.03%
5 Year5.60%13.38%4.88%
10 Year6.57%7.75%6.14%
Since Inception8.67%10.51%--

Sector Allocation - EVIBX

as of 07/31/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - EVIBX

as of 07/31/2016
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$6.29B
Total Stock Holdings3
Total Bond Holdings518

Top Ten Holdings - EVIBX

as of 07/31/2016
CompanyYTD Return% of Assets
Laureate Educ 144A 9.25%--0.92%
Memorial Res Dev 5.875%--0.75%
Mph Acquisition Hldgs 144A 7.125%--0.73%
First Data 144A 7%--0.67%
Jaguar Hldg Co Ii / Jaguar M 144A 6.375%--0.65%
Reynolds Grp Issuer 9.875%--0.63%
Xpo Logistics 144A 7.875%--0.61%
T Mobile Usa 6.5%--0.56%
Nbty 144A 7.625%--0.54%

Valuation & Growth - EVIBX

as of 07/31/2016
ValuationEVIBXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - EVIBX, 3 Year

Ratingvs Category
RiskBelow Avg
Key:  Lo 

Tax Analysis - EVIBX, 3 Year Avg

Pretax Return4.23%
Tax-adjusted Return-0.03%
Tax Cost Ratio2.52%
Potential Cap Gains-3.98%

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