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Calvert Ultra-Short Duration Income I CULIX

Analyst rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 9.77  /  0.00
  • Total Assets 812.4 Mil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.470%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Ultrashort Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 2.30%
  • Effective Duration 0.54 years

Morningstar’s Analysis CULIX

Will CULIX outperform in future?

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

There is room for this sustainable ultrashort bond fund to grow.

Senior Analyst

Summary

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Calvert Ultra-Short Duration Income takes on significant credit risk relative to others in the conservative ultrashort bond Morningstar Category. Without a process or 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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