3 / 5 Stars
2 3 2 1 1
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#8 in Long-Term Bond
U.S. News evaluated 18 Long-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -6.07 percent over the past year, 4.70 percent over the past three years, and 9.19 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||-5.9%|
|3 Years (Annualized)||4.7%|
|5 Years (Annualized)||9.2%|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
Calvert Long Term Income Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.