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Calvert High Yield Bond A CYBAX

Analyst rating as of
  • NAV / 1-Day Return 23.99  /  0.29 %
  • Total Assets 416.7 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.70%
  • Effective Duration 4.07 years

Morningstar’s Analysis CYBAX

Will CYBAX outperform in future?

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

Experienced portfolio managers lead this ESG-focused high-yield strategy.

Senior Analyst

Summary

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Calvert High Yield Bond applies a traditional approach within an environmental, social, and governance framework. Its experienced portfolio management team and deep high-yield analyst bench adeptly navigate this market. While this fund appeals to investors seeking a responsible investing high-yield option, the ESG-factor-screening process limits its prospects, supporting a Morningstar Analyst Rating of Neutral on most share classes and Negative on its most expensive.

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