Nasdaq - Delayed Quote USD

Calvert Short Duration Income C (CDICX)

15.29 -0.02 (-0.13%)
As of 8:05 AM EDT. Market Open.

Fund Summary

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 instruments (commonly known as "junk bonds"), including distressed instruments that are in default. The fund may also invest up to 25% of its net assets in foreign debt securities.

Calvert Short Duration Income C

Bethesda, MD 20814
4550 Montgomery Avenue Street 1000n

Fund Overview

Category Short-Term Bond
Fund Family Calvert Research and Management
Net Assets 2.42B
YTD Return 0.71%
Yield 3.48%
Morningstar Rating
Inception Date Apr 11, 2006

Fund Operations

Last Dividend 0.15
Last Cap Gain -9.00
Holdings Turnover 121.00%
Average for Category --

Fees & Expenses

Expense CDICX Category Average
Annual Report Expense Ratio (net) 0.51% 0.68%
Prospectus Net Expense Ratio 0.51% --
Prospectus Gross Expense Ratio 0.52% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 2.59%
Max Deferred Sales Load -- 1.12%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Brian S. Ellis, Lead Manager since November 16, 2015
Brian Ellis is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He joined Calvert Research and Management in 2016. Brian began his career in the investment management industry in 2006. He has been affiliated with the Eaton Vance organization since 2016. Before joining the Eaton Vance organization, he was a portfolio manager of fixed-income strategies for Calvert Investments. Previously, he was a software engineer and analyst at Legg Mason Capital Management (now ClearBridge Investments). Brian earned a B.S. in finance from Salisbury University. He is a CFA charterholder and an FSA credential holder. He is a member of the CFA Institute and the CFA Society of Boston.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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