Calvert Short Duration Income takes on significant credit risk in the conservative short-term bond Morningstar Category. Without a process or a personnel edge, the strategy’s two cheaper share classes retain their Morningstar Analyst Rating of Neutral, while its two more expensive ones are rated Negative.
Will CDSIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CDSIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CDSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CDSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.