CSIBX - Calvert Bond Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Calvert Bond Fund Class A

Calvert Social Investment Fund

4550 Montgomery Avenue Street 1000n

Bethesda, MD 20814

Management Information
Brian Ellis,Lead Manager since November 15, 2015
Brian Ellis, CFA Vice President, Portfolio Manager Brian Ellis is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specialising 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. Before joining Eaton Vance, 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
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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.

Fund Overview

CategoryIntermediate Core-Plus Bond
Fund FamilyCalvert Research and Management
Net Assets1.83B
YTD Return2.01%
Morningstar Rating★★★
Inception DateAug 23, 1987

Fund Operations

Last Dividend0.03
Last Cap Gain0.00
Holdings Turnover75.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCSIBXCategory Average
Annual Report Expense Ratio (net)0.73%0.80%
Prospectus Net Expense Ratio0.73%N/A
Prospectus Gross Expense Ratio0.77%N/A
Max 12b1 Fee0.20%N/A
Max Front End Sales Load3.75%3.78%
Max Deferred Sales LoadN/A1.49%
3 Yr Expense Projection608N/A
5 Yr Expense Projection783N/A
10 Yr Expense Projection1,290N/A