CDICX : Calvert Short Duration Income Fund Class C

CDICX is a Bond Market High Yield Bond with HIGH fees.

CDICX

Calvert Short Duration Income Fund Class C

FI Score

34 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

34% FI Score
  • cdicx
  • Mutual Fund
  • Bond
  • High Yield Bond

Calvert Short Duration Income Fund Class C

Expenses: 1.55% (Better than 0% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund 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 its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It may invest up to 35% of its net assets in below-investment grade, high-yield debt instruments (commonly known as "junk bonds"), including distressed instruments that are in default. The fund may also invest up to 25% of its net assets in foreign debt securities.

Largest Holdings

Amount Holding
2.16% Stack Infrastructure Issuer Llc 4.54%
1.90% Morgan Stanley 0.75%
1.78% Dell International L.L.C. and EMC Corporation 4.42%
1.60% PNC Financial Services Group Inc 2.2%
1.55% Bank of America Corporation 3.5%
1.43% Coinstar Funding, LLC 5.22%
1.43% CVS Health Corp 4.1%
1.35% Capital One Financial Corporation 1.48%
1.19% United States Treasury Notes 1.5%
1.08% Servpro Master Issuer Llc 3.88%
1.07% Federal National Mortgage Association 2.47%
1.03% Federal Farm Credit Banks 3.17%
1.00% Synovus Bank Columbus GA 2.29%
1.00% MORGAN STANLEY CAPITAL I TRUST 1.58%
0.97% Bank of Nova Scotia 2.38%
0.97% Bank of America Corporation 2.82%
0.92% PNC Bank, National Association 0.68%
0.91% AVANT LOANS FUNDING TRUST 2.72%
0.90% Citigroup Inc. 2.88%
0.89% Pros Mrket Pl Issu Tr 2018-2 3.96%
0.82% Becton, Dickinson and Company 2.89%
0.80% Federal Home Loan Mortgage Corporation 2.22%
0.78% Bank of America, N.A. 3.34%
0.76% RETL 2019-RVP 1.73%
0.76% Morgan Stanley 2.42%

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