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    Calvert Long-Term Income A (CLDAX)

    16.45 Down 0.01(0.06%) Nov 27
    Prev Close:16.45
    YTD Return*:-2.79%
    Net Assets*:78.45M

    * As of 31-Oct-15

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for CLDAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    US Treasury Bond 3%23.41N/A
    10 Year US Treasury Note Future Dec1521.39N/A
    Ultra Treasury Bond Future Dec1520.22N/A
    5 Year US Treasury Note Future Dec154.65N/A
    Verizon Comms 4.862%2.43N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:78.45M
    Category:Corporate Bond
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:-2.79%
    5y Avg Return:5.16%
    Rank in Category (ytd):97
    % Rank in Category (ytd):54.19%
    Beta (3y):2.38
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks to maximize income, to the extent consistent with preservation of capital, through investments in longer-dated securities. The fund typically invests at least 65% of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It may invest up to 35% of its net assets in below-investment grade, high-yield debt securities (commonly known as "junk bonds"), including distressed securities that are in default. The fund may also invest up to 25% of its net assets in foreign debt securities. It is non-diversified. View More
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