CSDAX – Calvert Short Duration Income A Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize income, to the extent consistent with preservation of capital, through investment in short-term bonds and income-producing securities. The fund typically invests at least 65% 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 35% 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 foreign debt securities.

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
CDSIX	Calvert Short Duration Income Fund Class I	Institutional	Open			Apr 11, 2006	$2.23B	0.510%	Above Average	$1M	$85.79M
CSDAX	Calvert Short Duration Income Fund Class A	Front Load	Open			Jan 31, 2002	$256.85M	0.760%	Above Average	$1,000	−$6.69M
CDICX	Calvert Short Duration Income Fund Class C	Level Load	Open			Oct 1, 2002	$10.90M	1.510%	High	$1,000	−$751,612.54
CDSRX	Calvert Short Duration Income Fund Class R6	Retirement, Large	Open			Feb 1, 2019	$384.45M	0.450%	High	$5M	−$25.25M

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