Skip to Content
Morningstar

Calvert Bond C CSBCX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 14.36  /  +0.38 %
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    1.530%
  • Expense Ratio 1.530%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.57%
  • Effective Duration 6.01 years

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CSBCX

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

  • People Pillar

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

Strength in Calvert Bond C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CSBCX

More CSBCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 5%

5.48 198.3 Mil
Securitized

United States Treasury Bonds 4%

4.81 174.0 Mil
Government

United States Treasury Bills 0%

4.60 166.4 Mil
Government

United States Treasury Notes 4.875%

4.34 157.1 Mil
Government

Federal National Mortgage Association 4%

4.00 144.8 Mil
Securitized

Msilf Government Portfolio Msilf Government Portfolio

3.01 108.8 Mil
Cash and Equivalents

Federal National Mortgage Association 4.5%

2.07 74.8 Mil
Securitized

United States Treasury Notes 4%

1.52 55.0 Mil
Government

European Investment Bank 3.25%

1.16 42.0 Mil
Government

FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 4.134%

0.86 31.1 Mil
Securitized