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Calvert Income Fund Class I CINCX

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Morningstar’s Analysis CINCX

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

  • People Pillar

    The People Pillar is our evaluation of the CINCX 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 CINCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Same managers, same process, and a much sturdier core.

Principal Maciej Kowara

Maciej Kowara

Principal

Summary

Over the past two years, Vishal Khanduja and Brian Ellis have rebuilt the core of this income-oriented, sustainability-screened bond fund without changing the process that defines it. Khanduja has run the strategy since January 2013, and Ellis joined him in November 2015. The pair has provided continuity through Eaton Vance's purchase of Calvert and Morgan Stanley's later acquisition of Eaton Vance. The fund now draws on Morgan Stanley's macro, high-yield, bank-loan, and securitized research alongside Calvert's independent environmental, social, and governance team. The group’s newfound depth has made a difference; for example, a London-based analyst sourced the fund's new stake in Danish covered bonds in 2025.

by Maciej Kowara
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