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Morningstar

Calvert Short Duration Income C CDICX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Eaton Vance Investment Hub

Morningstar’s Analysis CDICX

Will CDICX outperform in 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 CDICX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CDICX 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 CDICX’s parent organization’s priorities and whether they’re in line with investors’ interests.

People Pillar upgrade and resilient performance.

Strategist Maciej Kowara

Maciej Kowara

Strategist

Summary

Calvert Short Duration Income continues to hold its ground in the short-term bond Morningstar Category, with an upgrade in the People Pillar to Above Average.

by Maciej Kowara
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