CUBIX – Calvert Flexible Bond Fund Class I Investment Strategy | Morningstar

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Strategy

The investment seeks positive absolute returns over a full market cycle, regardless of market conditions. The fund seeks to achieve its investment objective through a flexible investment process that allocates investments across global fixed-income markets and uses various investment strategies. It is not constrained in its management relative to a stock or bond market index. Under normal circumstances, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in bonds and/or instruments (including derivative instruments) that provide exposure to bonds. Bonds include debt securities of any maturity.

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
CUBIX	Calvert Flexible Bond Fund Class I	Institutional	Open			Sep 30, 2014	$741.67M	0.630%	Below Average	$1M	$136.59M
CUBAX	Calvert Flexible Bond Fund Class A	Front Load	Open			Sep 30, 2014	$37.64M	0.880%	Low	$1,000	−$7.82M
CUBCX	Calvert Flexible Bond Fund Class C	Level Load	Open			Sep 30, 2014	$2.97M	1.630%	Below Average	$1,000	−$362,469.72
CUBRX	Calvert Flexible Bond Fund Class R6	Retirement, Large	Open			May 1, 2019	$32.39M	0.530%	Below Average	$5M	−$15.92M

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