Morningstar

Calvert Short Duration Income Fund Class C CDICX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 15.56  /  −0.13 %
  • Total Assets 2.9B
  • Adj. Expense Ratio
    1.510%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.58%
  • Effective Duration 2.45 years

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CDICX

Will CDICX 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 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.

A credit-leaning, ESG-aware approach with long-run results to match

Principal Maciej Kowara

Maciej Kowara

Principal

Summary

Calvert Short Duration Income is a thoughtfully run, credit-leaning short-term bond strategy whose environmental, social, and governance mandate has proved less restrictive in practice than it may appear.

by Maciej Kowara
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Portfolio Holdings CDICX

More CDICX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.625%

4.05 118M
Government

Federal National Mortgage Association 5%

3.75 109M
Securitized

United States Treasury Notes 4.625%

3.75 109M
Government

Morgan Stanley Inst Lqudty Gov Sec Ins

3.65 106M
Cash and Equivalents

Federal National Mortgage Association 5.5%

3.55 103M
Securitized

United States Treasury Notes 2.25%

2.93 85M
Government

JPMorgan Chase & Co. 6.087%

1.23 36M
Corporate

Nykredit Fixed Coupon 3.500000 Maturity 20561001

1.13 33M
Securitized

Bank of America Corp. 4.456%

1.12 33M
Corporate

Royal Bank of Canada 4.612%

1.09 32M
Corporate

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