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Morningstar

Calvert Ultra-Short Duration Income I CULIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Eaton Vance Investment Hub

Morningstar’s Analysis CULIX

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

  • People Pillar

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

Integration is largely complete, and the team can access global resources.

Strategist Maciej Kowara

Maciej Kowara

Strategist

Summary

We have upgraded the People rating of Calvert Ultra-Short Duration Income to Above Average from Average. While the core portfolio management duo of Vishal Khanduja and Brian Ellis remains unchanged, the broader integration process between the previously separate Calvert, Eaton Vance, and Morgan Stanley fixed-income groups has now been largely completed. This provides the portfolio managers access to considerable analytical and trading resources globally, complementing their own experience with access to teams that are highly regarded by Morningstar analysts covering them, such as bank loans and high yield. Khanduja and Ellis have managed the strategy since 2016 and 2012, respectively.

by Maciej Kowara
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