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Calvert Short Duration Income Fund Class R6 CDSRX Fund Analysis

Morningstar Medalist Rating
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Morningstar’s Analysis CDSRX

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

  • People Pillar

    The People Pillar is our evaluation of the CDSRX 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 CDSRX’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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