Nasdaq - Delayed Quote USD

Calvert Short Duration Income R6 (CDSRX)

15.88 +0.02 (+0.13%)
At close: 8:00 PM EDT

Top 0 Holdings (-- of Total Assets)

Sector Weightings

SectorCDSRX
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Overall Portfolio Composition (%)

Cash 6.37%
Stocks 0.00%
Bonds 93.45%
Others 0.00%
Preferred 0.19%
Convertible 0.00%

Bond Ratings

US Government 14.68%
AAA 30.94%
AA 11.58%
A 22.06%
BBB 27.74%
BB 2.54%
B 0.93%
Below B 0.12%
Other 4.10%

Equity Holdings

Average CDSRX Category Average
Price/Earnings 0 0
Price/Book 0 0
Price/Sales 0 2.92
Price/Cashflow 0 0
Median Market Cap 0 0
3 Year Earnings Growth 0 0

Bond Holdings

Average CDSRX Category Average
Maturity 9.8 3.11
Duration 5.44 2.57
Credit Quality -- --

Performance & Risk

YTD Return 4.97%
5y Average Return 2.86%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.36
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Calvert Research and Management
Net Assets 2.45B
YTD Return 4.52%
Yield 4.86%
Morningstar Rating
Inception Date Feb 01, 2019

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.

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