Morningstar

Calvert Bond Fund Class R6 CBORX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 14.40  /  +0.14 %
  • Total Assets 4.1B
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.450%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 4.63%
  • Effective Duration 5.82 years

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CBORX

Will CBORX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CBORX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CBORX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CBORX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calvert Bond R6 holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings CBORX

More CBORX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Inst Lqudty Gov Sec Ins

9.32 441M
Cash and Equivalents

Federal National Mortgage Association 5%

7.51 355M
Securitized

United States Treasury Bonds 4%

3.63 172M
Government

United States Treasury Notes 3.5%

3.45 163M
Government

United States Treasury Notes 1.5%

3.29 155M
Government

Federal National Mortgage Association 4.5%

3.10 147M
Securitized

United States Treasury Notes 4.25%

2.09 99M
Government

United States Treasury Bonds 3%

1.67 79M
Government

Federal Home Loan Mortgage Corp. 5.5%

1.33 63M
Securitized

United States Treasury Bonds 4.625%

1.32 63M
Government

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