Eaton Vance High Income Opportunities A 255 State Street Boston MA 02109 Map
Phone: 800-262-1122
| Category: | High Yield Bond | | Fund Family: | Eaton Vance | | Net Assets: | 199.97M | | Year-to-Date Return: | -10.92% | | Yield: | 10.05% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Mar-04 |
|
Michael W. Weilheimer
Lead Manager since
01-Jan-96 | | | Weilheimer is vice president and portfolio manager with Eaton Vance Management, his employer since 1990. Previously, he was a debt analyst with both Amroc Investment from 1989 to 1990 and Cowen & Company from 1987 to 1989. Weilheimer holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks to provide a high level of current income. The fund invests primarily in high-yield, high-risk corporate bonds. Normally, the fund 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. The 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. The fund may invest up to 25% of total assets in foreign securities, which are predominantly U.S. dollar denominated. |
| Last Dividend
(30-Sep-08):
| 0.03 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 81.00% | | Average for Category:
| 113.58% |
|
| Expense | ETHIX | Category Avg | | Total Expense Ratio: | 1.04%
| 1.22% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 4.43% | | Max Deferred Sales Load: | 0.00%
| 2.70% | | 3 Yr Expense Projection*: |
$790 | $581 | | 5 Yr Expense Projection*: |
$1,022 | $889 | | 10 Yr Expense Projection*: |
$1,686 | $1,746 |
|
|