Morningstar

Calvert Short Duration Income Fund Class R6 CDSRX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return$15.53  /  −0.13%
  • Fund Size$2.9B
  • Adjusted Expense Ratio0.450%
  • Net Expense Ratio0.440%
  • Fee Level: DistributionHigh
  • Share Class TypeRetirement, Large
  • Morningstar CategoryShort-Term Bond
  • Fixed-Income Style Box (Funds)Medium/Limited
  • Minimum Initial Investment$5M
  • Investment StatusOpen
  • TTM Yield4.70%
  • Average Effective Duration2.58 yrs
NAV and 1-Day Return as of

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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Portfolio Holdings CDSRX

More CDSRX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings13.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.25%

4.38128M
Government

United States Treasury Notes 3.625%

3.91114M
Government

United States Treasury Notes 4.625%

3.72109M
Cash and Equivalents

Federal National Mortgage Association 5%

3.0389M
Securitized

Bank of America Corp. 4.456%

1.5044M
Corporate

Morgan Stanley Inst Lqudty Gov Sec Ins

1.4442M
Cash and Equivalents

Royal Bank of Canada 4.612%

1.0430M
Corporate

Nykredit Fixed Coupon 3.500000 Maturity 20561001

0.9227M
Securitized

JPMorgan Chase & Co. 4.995%

0.9127M
Corporate

United States Treasury Notes 4.125%

0.8425M
Government

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