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Calvert Income I CINCX

Analyst rating as of
NAV / 1-Day Return
15.21  /  0.50 %
Total Assets
714.8 Mil
Adj. Expense Ratio
0.670%
Expense Ratio
0.670%
Fee Level
High
Longest Manager Tenure
9.42 years
Category
Corporate Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
3.50%
Effective Duration
years

Morningstar’s Analysis

Will CINCX outperform in future?

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

A ESG-centric corporate bond fund rooted in risky fare.

Senior Analyst

Summary

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Calvert Income is a peculiar option within the corporate bond Morningstar Category. Its team, which has experienced turnover since Morgan Stanley closed its acquisition of Eaton Vance in March 2021, applies a risky process that emphasizes high-yield corporates, bank loans, and securitized credit at the expense of investment-grade credit. Its cheapest share class receives a Morningstar Analyst Rating of Neutral while its more expensive are rated Negative.

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