| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
U.S. News evaluated 48 Ultrashort 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 1.75 percent over the past year, 1.45 percent over the past three years, and 2.80 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.4% |
| 1 Year | 1.7% |
| 3 Years (Annualized) | 1.4% |
| 5 Years (Annualized) | 2.8% |
| 10 Years (Annualized) | N/A |
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 invests at least 80% of its net assets in a portfolio of floating-rate securities and securities with durations of less than or equal to one year. It typically invests at least 65% of its net assets in investment grade, U.S. dollar-denominated debt securities. The fund seeks to avoid investing in companies classified under the tobacco industry sector. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Calvert Ultra-Short Income Fund has an expense ratio of 0.89 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
