Morningstar

Calvert Bond Fund Class R6 CBORX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $14.08  /  +0.79 %
  • Fund Size $4.0B
  • Adjusted Expense Ratio 0.460%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Intermediate Core-Plus Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 4.78%
  • Average Effective Duration 6.07 yrs
NAV and 1-Day Return as of

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.

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Portfolio Holdings CBORX

More CBORX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 5%

7.49 350M
Securitized

United States Treasury Notes 3.875%

5.07 237M
Government

United States Treasury Bonds 3.875%

4.41 206M
Government

United States Treasury Notes 4.125%

3.58 167M
Government

United States Treasury Bonds 4%

3.26 152M
Government

Federal National Mortgage Association 4.5%

3.07 143M
Securitized

United States Treasury Bonds 5%

2.31 108M
Government

United States Treasury Notes 4.25%

2.19 102M
Government

United States Treasury Bonds 4.625%

1.24 58M
Government

European Investment Bank 3.25%

0.93 43M
Government

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