Morningstar

Calvert Short Duration Income Fund Class A CSDAX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 15.65  /  −0.25 %
  • Total Assets 2.9B
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.35%
  • Effective Duration 2.45 years

USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:05 AM GMT+0

Morningstar’s Analysis CSDAX

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

  • People Pillar

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

A credit-leaning, ESG-aware approach with long-run results to match

Principal Maciej Kowara

Maciej Kowara

Principal

Summary

Calvert Short Duration Income is a thoughtfully run, credit-leaning short-term bond strategy whose environmental, social, and governance mandate has proved less restrictive in practice than it may appear.

by Maciej Kowara
Rated on Published on

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Portfolio Holdings CSDAX

More CSDAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Inst Lqudty Gov Sec Ins

6.47 185M
Cash and Equivalents

United States Treasury Notes 3.625%

4.14 119M
Government

United States Treasury Notes 4.625%

3.81 109M
Government

United States Treasury Notes 2.25%

2.97 85M
Government

JPMorgan Chase & Co. 6.087%

1.26 36M
Corporate

Bank of America Corp. 4.456%

1.14 33M
Corporate

Nykredit Fixed Coupon 3.500000 Maturity 20561001

1.08 31M
Securitized

Us Dollars

0.96 28M
Cash and Equivalents

Federal National Mortgage Association 5%

0.93 27M
Securitized

United States Treasury Notes 4.5%

0.89 25M
Government

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