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.
Will CBDIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CBDIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CBDIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CBDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.