Eaton Vance High Income Opportunities A Eaton Vance Management Two International Place Boston, MA 02110
Phone: 800-262-1122
| Category: | High Yield Bond | | Fund Family: | Eaton Vance | | Net Assets: | 186.93M | | Year-to-Date Return: | 27.54% | | Yield: | 12.33% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Mar-04 |
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Michael W. Weilheimer
Lead Manager since
01-Jan-96 | | | Weilheimer is a vice president of Eaton Vance Management and Co-Director of High Yield Investments. In addition, he is a portfolio manager of the firms highyield strategies. His experience in the investment management industry dates back to 1987. Prior to joining Eaton Vance in 1990, he was a vicepresident of Amroc Investments, L.P. Previous to that, he was employed at Cowen & Company as an analyst specializing in distressed debt securities. |
| 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 |
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| The investment seeks to provide a high level of current income. The 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. 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. It may invest up to 25% of total assets in foreign securities, which are predominantly U.S. dollar denominated. |
| Last Dividend
(29-May-09):
| 0.04 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 48.00% | | Average for Category:
| 79.20% |
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| Expense | ETHIX | Category Avg | | Total Expense Ratio: | 1.11%
| 1.22% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 4.44% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$811 | $659 | | 5 Yr Expense Projection*: |
$1,058 | $1,029 | | 10 Yr Expense Projection*: |
$1,762 | $2,070 |
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