Advertisement
Skip to Content
Morningstar

Calvert Bond A CSIBX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 14.60  /  0.61 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.81%
  • Effective Duration 5.87 years

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis CSIBX

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

People Pillar

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

Team changes give us pause, in the context of this fund’s fairly aggressive approach.

Senior Analyst

Summary

| by Gabriel Denis

Calvert Bond has better situated managers many months after Morgan Stanley’s March 2021 acquisition of Eaton Vance. But ongoing questions around the stability of its team and durability of its process underscore a Morningstar Analyst Rating of Neutral on all but its most expensive share class, which is rated Negative.

Unlock our full analysis with Morningstar Investor