Calvert Bond sports a solid ESG process, but it has yet to bloom into a compelling core plus bond option. It receives a Morningstar Analyst Rating of Neutral on its cheaper share classes while its most expensive is rated Negative.
Will CSIBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of CSIBX’s parent organization’s priorities and whether they’re in line with investors’ interests.