Nasdaq - Delayed Quote • USD
Calvert Short Duration Income Fund (CDSIX)
At close: 8:00 PM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Mid Atlantic Capital Corp
- Schwab Institutional
- JPMorgan
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- DailyAccess Corporation RTC
- Scottrade TF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- DailyAccess Corporation Matrix
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund typically invests at least 65% of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It may invest up to 35% of its net assets in below-investment grade, high-yield debt instruments (commonly known as "junk bonds"), including distressed instruments that are in default. The fund may also invest up to 25% of its net assets in foreign debt securities.
Fund Overview
| Category | Short-Term Bond |
| Fund Family | Calvert Research and Management |
| Net Assets | 2.45B |
| YTD Return | 4.48% |
| Yield | 4.80% |
| Morningstar Rating | |
| Inception Date | Feb 01, 2019 |
Performance & Risk
| YTD Return | 4.92% |
| 5y Average Return | 2.80% |
| Rank in Category (ytd) | 22 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.36 |
| Morningstar Risk Rating |
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