Morningstar

Calvert Core Bond Fund Class I CLDIX

Medalist Rating as of Aug 31, 2026 See Eaton Vance Investment Hub

Strategy

The investment seeks total return with an emphasis on income. The fund typically invests at least 80% 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 5% 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 U.S. dollar-denominated foreign debt securities and American Depositary Receipts ("ADRs").

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
CLDIX	Calvert Core Bond Fund Class I	Institutional	Open			Jan 30, 2015	$842.06M	0.490%	Above Average	$1M	$6.94M
CLDAX	Calvert Core Bond Fund Class A	Front Load	Open			Dec 31, 2004	$131.54M	0.740%	Average	$1,000	$413,599.36
CLDRX	Calvert Core Bond Fund Class R6	Retirement, Large	Open			Jun 30, 2023	$162.84M	0.460%	High	$5M	$10.37M

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