Ownership changes, an idiosyncratic profile, and performance that loses some of its shine under scrutiny keep Calvert Income’s People and Process ratings at Average.
- NAV / 1-Day Return 14.56 / 0.80 %
- Total Assets 704.7 Mil
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Adj. Expense Ratio
- Expense Ratio 0.910%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Corporate Bond
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 4.55%
- Effective Duration 6.44 years
Morningstar’s Analysis CFICX
Will CFICX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 289
- Other Holdings 17
- % Assets in Top 10 Holdings 15.5