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Calvert Short Duration Income I CDSIX

Analyst rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 15.40  /  0.32 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.510%
  • Expense Ratio 0.510%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.58%
  • Effective Duration 1.89 years

Morningstar’s Analysis CDSIX

Will CDSIX outperform in future?

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

There is room for this sustainable short-term bond fund to grow.

Senior Analyst

Summary

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Calvert Short Duration Income takes on significant credit risk relative to others in the conservative short-term bond Morningstar Category. Without a process or personnel edge, the strategy's two cheaper share classes retain their Morningstar Analyst Rating of Neutral, while its two more expensive are rated Negative.

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