CDSIX : Calvert Short Duration Income Fund Class I

CDSIX is a Bond Market High Yield Bond with LOW fees.

CDSIX

Calvert Short Duration Income Fund Class I

FI Score

62 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

62% FI Score
  • cdsix
  • Mutual Fund
  • Bond
  • High Yield Bond

Calvert Short Duration Income Fund Class I

Expenses: 0.51% (Better than 1% of similar funds)

This is an OK 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
2.09% Stack Infrastructure Issuer Llc 4.54%
1.99% Dell International L.L.C. and EMC Corporation 4.42%
1.80% Morgan Stanley 0.73%
1.56% PNC Financial Services Group Inc 2.2%
1.51% Bank of America Corporation 3.5%
1.36% Coinstar Funding, LLC 5.22%
1.33% CVS Health Corp 4.1%
1.30% Capital One Financial Corporation 1.48%
1.17% United States Treasury Notes 1.5%
1.12% Federal Farm Credit Banks 3.49%
1.04% Federal National Mortgage Association 2.79%
1.03% MORGAN STANLEY CAPITAL I TRUST 2.21%
1.00% AVANT LOANS FUNDING TRUST 2.72%
0.98% Servpro Master Issuer Llc 3.88%
0.98% Synovus Bank Columbus GA 2.29%
0.93% Bank of Nova Scotia 2.38%
0.93% Bank of America Corporation 2.82%
0.87% PNC Bank, National Association 2%
0.87% Citigroup Inc. 2.88%
0.86% Pros Mrket Pl Issu Tr 2018-2 3.96%
0.83% Federal Home Loan Mortgage Corporation 2.54%
0.78% Becton, Dickinson and Company 2.89%
0.75% Athene Global Funding 2015-1 2.67%
0.74% RETL 2019-RVP 2.36%
0.74% Bank of America, N.A. 3.34%

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