Calvert Short Duration Income Fund Class R6 CDSRX
Strategy
The investment seeks to maximize income, to the extent consistent with preservation of capital, through investment in short-term bonds and income-producing securities. The fund typically invests at least 65% of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It may invest up to 35% of its net assets in below-investment grade, high-yield debt instruments (commonly known as "junk bonds"), including distressed instruments that are in default. The fund may also invest up to 25% of its net assets in foreign debt securities.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
CDSIX | Calvert Short Duration Income Fund Class I | Institutional | Open | $2.27B | 0.510% | Above Average | $1M | $104.94M | |||
CSDAX | Calvert Short Duration Income Fund Class A | Front Load | Open | $254.20M | 0.760% | Above Average | $1,000 | −$10.82M | |||
CDICX | Calvert Short Duration Income Fund Class C | Level Load | Open | $10.27M | 1.510% | High | $1,000 | −$1.91M | |||
CDSRX | Calvert Short Duration Income Fund Class R6 | Retirement, Large | Open | $407.00M | 0.450% | High | $5M | −$15.19M |