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Calvert Income C CIFCX

Analyst rating as of
  • NAV / 1-Day Return 15.10  /  0.13 %
  • Total Assets 663.4 Mil
  • Adj. Expense Ratio
    1.660%
  • Expense Ratio 1.670%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.03%
  • Effective Duration 6.21 years

Morningstar’s Analysis CIFCX

Will CIFCX outperform in future?

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

Significant risks are embedded in this approach, while the team is still settling down.

Senior Analyst

Summary

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Calvert Income has better situated managers many months after Morgan Stanley’s March 2021 acquisition of Eaton Vance. But ongoing questions around the stability of its team and durability of its process underscore a Morningstar Analyst Rating of Neutral on all but its most expensive share class, which is rated Negative.

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