Calvert Long Term Income Fund

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

#8 in Long-Term Bond

U.S. News evaluated 20 Long-Term 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 0.32 percent over the past year, 6.26 percent over the past three years, and 9.87 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 5.0%
1 Year 0.3%
3 Years (Annualized) 6.3%
5 Years (Annualized) 9.9%
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 Average compared to funds in the same category according to Morningstar.

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See Also:

Top Calvert Investments Funds