Calvert Short Duration Income Fund (CSDAX)

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4.8 in Short-Term Bond

U.S. News evaluated 111 Short-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

Read about the U.S. News Score

Terms & Conditions

Scorecard
Morningstar	4 / 5 Stars
Lipper	5 5 5 1 1
Zacks Investment Research	5 (Strong Sell)
Standard & Poor's	2 / 5 Stars
TheStreet.com	D (Sell)

Fund Overview

The investment seeks to maximize income, to the extent consistent with preservation of capital, through investment in short-term bonds and income-producing securities. The fund typically invests at least 65% of net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It invests principally in bonds issued by U.S. corporations and by the U.S. government and its agencies, and U.S. government-sponsored entities. The fund's average portfolio duration will range from one to three years. The fund may invest up to 35% of its net assets in below-investment grade, high-yield debt securities. It is non-diversified.

Trailing Returns	Updated 03.31.2012
Year to date	1.9%
1 Year	1.2%
3 Years (Annualized)	5.3%
5 Years (Annualized)	4.2%
10 Years (Annualized)	5.1%

Performance

The fund has returned 1.19 percent over the past year, 5.27 percent over the past three years, 4.18 percent over the past five years, and 5.11 percent over the past decade.

See more CSDAX performance

Holdings

Asset Allocation

	% Long	% Short	% Net
Cash	30.18	17.51	12.67
Stocks	0.05	0.0	0.05
Bonds	73.9	0.0	73.9
Other	0.5	0.0	0.5
Foreign Bonds	12.01	0.0	12.01
Foreign Stocks	0.0	0.0	0.0
Convertible	0.0	0.0	0.0
Preferred	0.87	0.0	0.87