| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
2
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
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.
See all Calvert Investments funds
Performance
The fund has returned 5.75 percent over the past year, 3.58 percent over the past three years, 4.55 percent over the past five years, and 4.70 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.6% |
| 1 Year | 5.7% |
| 3 Years (Annualized) | 3.6% |
| 5 Years (Annualized) | 4.5% |
| 10 Years (Annualized) | 4.7% |
Summary
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, the U.S. government or its agencies, and U.S. government-sponsored enterprises (e.g., the Federal National Mortgage Association and the Federal Home Loan Mortgage Corporation). The fund's average portfolio duration will range from one to three years. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Calvert Short Duration Income Fund has an expense ratio of 0.81 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
