Calvert Long Term Income Fund

Class A (CLDAX)
Scorecard
3 / 5 Stars
Lipper
4 4 2 1 1
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

U.S. News evaluated 49 Corporate Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 11.11 percent over the past year, 7.03 percent over the past three years, and 9.00 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 9.9%
1 Year 11.1%
3 Years (Annualized) 7.0%
5 Years (Annualized) 9.0%
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize income, to the extent consistent with preservation of capital, through investments in longer-dated securities. 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 securities (commonly known as "junk bonds"), including distressed securities that are in default. The fund may also invest up to 25% of its net assets in foreign debt securities. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Calvert Long Term Income Fund has an expense ratio of 1.25 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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