| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
4
1
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#11 in Long-Term Bond
U.S. News evaluated 30 Long-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Calvert Investments funds
Performance
The fund has returned 11.44 percent over the past year, 9.64 percent over the past three years, and 10.98 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 2.3% |
| 1 Year | 11.4% |
| 3 Years (Annualized) | 9.6% |
| 5 Years (Annualized) | 11.0% |
| 10 Years (Annualized) | N/A |
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. It may invest up to 35% of its net assets in high-yield debt securities. The fund seeks to avoid investing in companies classified under the tobacco industry sector of the Barclays Global Aggregate Index, the Barclays U.S. High Yield Index or the Barclays Global Emerging Market Index; or any similar securities in the Barclays Municipal Index. 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.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
