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Calvert Bond I CBDIX

Analyst rating as of
NAV / 1-Day Return
16.89  /  0.68 %
Total Assets
2.1 Bil
Adj. Expense Ratio
0.530%
Expense Ratio
0.530%
Fee Level
Above Average
Longest Manager Tenure
8.07 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
250,000
Status
Open
TTM Yield
2.10%
Effective Duration
5.49 years
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Morningstar’s Analysis

Will CBDIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This ESG-centric core plus bond fund has room to grow.

Summary

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Calvert Bond sports a flowering process for ESG (or environmental, social, and governance factors), but it has yet to bloom as a compelling core plus bond option. It earns a Morningstar Analyst Rating of Neutral across share classes.

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