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Eaton Vance High Income Opportunities I (EIHIX) Fund Ranking and Research

Ranking, Research and Recommendation of Eaton Vance High Income Opportunities I (EIHIX) Fund

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Graph of Eaton Vance High Income Opportunities I Fund (EIHIX) ManagerFund Manager - Kelley W. Baccei

Fund Manager Information

Fund Manager Tenure: 5.1 years
Similar Funds: EIBIX 
Fund Family: Eaton Vance
Fund Category: High Yield Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

 

Graph of Eaton Vance High Income Opportunities I Fund (EIHIX) ProfileEaton Vance High Income Opportunities I Fund (EIHIX) Profile

Fund Profile and Description

Eaton Vance High Income Opportunities I Fund seeks to provide a high level of current income. Eaton Vance High Income Opportunities I Fund invests primarily in high-yield, high-risk corporate bonds. It normally invests at least 80% of assets in fixed-income securities rated in the lowest investment grade category or below and in comparable unrated fixed-income securities. Eaton Vance High Income Opportunities I Fund may also purchase securities that make "in-kind" interest payments, bonds not paying current income and bonds that do not make regular interest payments. It may invest up to 25% of total assets in foreign securities, which are predominantly U.S. dollar denominated.

 

Eaton Vance High Income Opportunities I (EIHIX) Fund Strength What we like about Eaton Vance High Income Opportunities I (EIHIX) Fund

Data for Eaton Vance High Income Opportunities I Fund (EIHIX) as of May 30, 2016

  • Eaton Vance High Income Opportunities I Fund (EIHIX) management has been with Eaton Vance High Income Opportunities I Fund for 5.1 years
  • Eaton Vance High Income Opportunities I Fund (EIHIX) has good short-term performance (1-year return 0.69% vs -2.18% High Yield Bond category median performance)
  • Eaton Vance High Income Opportunities I Fund (EIHIX) has good mid-term performance (3-year return 4.36% vs 2.05% High Yield Bond category median performance)
  • Eaton Vance High Income Opportunities I Fund (EIHIX) has good Long-term performance (5-year return 6.18% vs 4.38% High Yield Bond category median performance)
  • Eaton Vance High Income Opportunities I Fund (EIHIX) ratio of up-years vs down years is greater than 2
  • Eaton Vance High Income Opportunities I Fund (EIHIX) has a Morningstar rating of 4 and above
  • Eaton Vance High Income Opportunities I Fund (EIHIX) has an annual stock turnover rate of 38.00% vs High Yield Bond average of 63.72%. It is good that Eaton Vance High Income Opportunities I management does not trade extensively for its return.
  • Eaton Vance High Income Opportunities I Fund (EIHIX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.19, lower than category average of 5.76
  • Eaton Vance High Income Opportunities I Fund (EIHIX) has a lower expense ratio than its High Yield Bond average: 0.65% vs 1.07%
  • Eaton Vance High Income Opportunities I Fund (EIHIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Eaton Vance High Income Opportunities I Fund (EIHIX) Weakness What we are cautious about Eaton Vance High Income Opportunities I (EIHIX) Fund

Data for Eaton Vance High Income Opportunities I Fund (EIHIX) as of May 30, 2016

See Eaton Vance High Income Opportunities I Fund (EIHIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Eaton Vance High Income Opportunities I Fund (EIHIX)Compare with other top High Yield Bond category mutual funds

Aadditional top High Yield Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Eaton Vance High Income Opportunities I6.240.694.366.18
BlackRock High Yield Bond BlackRock (BRHYX)5.75-2.183.175.58Compare
Buffalo High-Yield (BUFHX)2.740.753.465.03Compare
MassMutual Premier High Yield Svc (DLHYX)5.66-0.363.666.67Compare

See top fund managers for High Yield Bond Category Funds

 

Compare Eaton Vance High Income Opportunities I Fund (EIHIX)Compare with High Yield Bond category ETFs

Some High Yield Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
PIMCO 0-5 Year High Yield Corp Bd ETF (HYS)000
SPDR Barclays High Yield Bond ETF (JNK)6.14%-4.91%1.23%
iShares iBoxx $ High Yield Corporate Bd (HYG)5.79%-2.67%2.13%

 

Graph of Eaton Vance High Income Opportunities I Fund (EIHIX) Net Asset TrackingEaton Vance High Income Opportunities I (EIHIX) Fund Net Asset

Track net asset change of Eaton Vance High Income Opportunities I fund (EIHIX)

DateNet Asset
05/2016$1.36B
03/2016$915.71M
02/2016$915.71M
More historic net asset information on Eaton Vance High Income Opportunities I Fund (EIHIX)

  

Graph of Eaton Vance High Income Opportunities I Fund (EIHIX) Portfolio TrackingEaton Vance High Income Opportunities I (EIHIX) Fund Portfolio Allocation

Track portfolio allocation change of Eaton Vance High Income Opportunities I fund (EIHIX)

DateCashStockBondOther
04/20169.71%2.49%85.06%0.85%
01/201611.85%2.17%83.75%0.58%
12/201511.08%2.19%84.34%0.6%
Click here to see more historic asset allocation information on Eaton Vance High Income Opportunities I Fund (EIHIX)

 

graph of Eaton Vance High Income Opportunities I Fund (EIHIX) Top 10 Position TrackingTop 10 Holdings in Eaton Vance High Income Opportunities I (EIHIX) Fund

Discover what Eaton Vance High Income Opportunities I Fund (EIHIX) manager is buying

Apr 29, 2016
iShares iBoxx $ High Yield Corporate Bd [0.78%]
Laureate Educ 144A 9.25% [0.77%]
Mdc Partners 144A 6.5% [0.74%]
Hca 5.875% [0.72%]
Mph Merger Sub 144A 6.625% [0.7%]
Alphabet Hldg Co 7.75% [0.69%]
Peninsula Gaming Llc 01jul16 Call [0.68%]
Memorial Res Dev 5.875% [0.63%]
Jaguar Hldg Co Ii / Jaguar M 144A 6.375% [0.63%]

Jan 30, 2016
Peninsula Gaming Llc 01jul16 Call [0.92%]
Mph Merger Sub 144A 6.625% [0.91%]
Alphabet Hldg Co 7.75% [0.9%]
Hca 5.875% [0.8%]
First Data 144A 7% [0.74%]
Jaguar Hldg Co Ii / Jaguar M 144A 6.375% [0.73%]
Sprint 7.875% [0.7%]
Laureate Educ 144A 9.25% [0.66%]
T Mobile Usa 6.5% [0.64%]
Alcatel-Lucent Usa 144A 8.875% [0.62%]

Dec 30, 2015
Peninsula Gaming Llc 01jul16 Call [0.94%]
Alphabet Hldg Co 7.75% [0.91%]
Hca 5.875% [0.81%]
Laureate Educ 144A 9.25% [0.76%]
First Data 144A 7% [0.75%]
Mph Merger Sub 144A 6.625% [0.75%]
Jaguar Hldg Co Ii / Jaguar M 144A 6.375% [0.73%]
Sprint 7.875% [0.67%]
T Mobile Usa 6.5% [0.66%]
Alcatel-Lucent Usa 144A 8.875% [0.63%]
Click here for Stock Holding Change Map in Eaton Vance High Income Opportunities I Fund (EIHIX)

  

Latest News on Eaton Vance High Income Opportunities I (EIHIX) Fund

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Eaton Vance High Income Opportunities I Fund (EIHIX) Related ResourcesSee more information on Eaton Vance High Income Opportunities I (EIHIX) Fund

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