Calvert High Yield Bond, while sporting a strong team, dampens its appeal with a limiting ESG factor screening process, supporting a Morningstar Analyst Rating of Neutral on most share classes; its most expensive share class is rated Negative.
Will CYBAX 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 CYBAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CYBAX 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 CYBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.