CBDIX – Calvert Bond I Investment Strategy | Morningstar

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Strategy

The investment seeks to provide as high a level of current income as is consistent with preservation of capital through investment in bonds and other debt securities. Under normal circumstances, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in bonds. Bonds include debt securities of any maturity. At least 80% of the fund's net assets are invested in investment grade debt securities. The fund may also invest up to 25% of its net assets in foreign debt securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CBDIX	Calvert Bond Fund Class I	Institutional	Open			Mar 31, 2000	$2.89B	0.530%	Above Average	$1M	−$8.23M
CSIBX	Calvert Bond Fund Class A	Front Load	Open			Aug 24, 1987	$339.22M	0.730%	Below Average	$1,000	−$11.13M
CSBCX	Calvert Bond Fund Class C	Level Load	Open			Jun 1, 1998	$8.08M	1.530%	Above Average	$1,000	−$1.34M
CBORX	Calvert Bond Fund Class R6	Retirement, Large	Open			Oct 3, 2017	$779.14M	0.460%	High	$5M	$66.16M

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