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Calvert Short Duration Income A CSDAX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 15.46  /  0.12 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.02%
  • Effective Duration 2.27 years

Morningstar’s Analysis CSDAX

Will CSDAX outperform in future?

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

Above-average credit risk meets ESG mandate.

Strategist Maciej Kowara

Maciej Kowara

Strategist

Summary

Calvert Short Duration Income’s Process Pillar has been upgraded to Average. The strategy's most expensive share class retains its Morningstar Analyst Rating of Negative, while the rest earn a Neutral rating.

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Portfolio Holdings CSDAX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 295
  • Other Holdings 8
  • % Assets in Top 10 Holdings 22.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.25%

7.93
184,179,287
Government

Federal National Mortgage Association 5%

3.93
91,306,766
Securitized

United States Treasury Bills 0%

3.88
90,166,726
Government

Msilf Government Portfolio Msilf Government Portfolio

2.88
66,806,555
Cash and Equivalents

United States Treasury Notes 4.125%

2.51
58,214,000
Government

United States Treasury Notes 4.625%

1.62
37,526,688
Government

Bank of America Corp. 5.933%

1.60
37,185,876
Corporate

JPMorgan Chase & Co. 6.087%

1.07
24,817,255
Corporate

United States Treasury Notes 5%

1.05
24,478,867
Government

Bank of America Corp. 4.376%

0.96
22,369,967
Corporate