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Calvert Ultra-Short Duration Income I CULIX

Analyst rating as of
NAV / 1-Day Return
9.90  /  0.01 %
Total Assets
1.0 Bil
Adj. Expense Ratio
0.470%
Expense Ratio
0.470%
Fee Level
Above Average
Longest Manager Tenure
9.48 years
Category
Ultrashort Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
250,000
Status
Open
TTM Yield
0.89%
Effective Duration
0.42 years
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Morningstar’s Analysis

Will CULIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This sustainable ultrashort-bond fund struggles to take root.

Senior Analyst

Summary

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Calvert Ultra-Short Duration Income takes on significant credit risk in the conservative ultrashort bond Morningstar Category. Without a process or a personnel edge, the strategy’s cheapest share class receives a Morningstar Analyst Rating of Neutral, while its more expensive are rated Negative.

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