CINCX : Calvert Income Fund Class I

CINCX is a Bond Market High Yield Bond with MODERATE fees.

CINCX

Calvert Income Fund Class I

FI Score

48 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

48% FI Score
  • cincx
  • Mutual Fund
  • Bond
  • High Yield Bond

Calvert Income Fund Class I

Expenses: 0.68% (Better than 1% 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 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
2.29% Ford Motor Credit Company LLC 2.98%
1.65% Bank of America Corporation 3.82%
1.64% BAMLL COMMERCIAL MORTGAGE SECURITIES TRUST 3.84%
1.56% Stack Infrastructure Issuer Llc 4.54%
1.44% Capital One Financial Corporation 3.75%
1.39% Citigroup Inc. 3.89%
1.35% Seagate HDD Cayman 5.75%
1.32% Bank of America Corporation 3.59%
1.28% MORGAN STANLEY CAPITAL I TRUST 2.91%
1.14% CVS Health Corp 3.25%
1.13% NextEra Energy Operating Partners LP 4.5%
1.12% DXC Technology Company 4.75%
1.05% Federal Farm Credit Banks 2.69%
1.05% Jabil Inc 3.95%
1.01% Discovery Communications, LLC 5.2%
1.00% Servpro Master Issuer Llc 3.88%
0.98% Coinstar Funding, LLC 5.22%
0.98% Discover Bank 4.68%
0.95% nVent Finance S a r l 4.55%
0.95% Tapestry Inc 4.12%
0.93% Radian Group Inc. 4.88%
0.91% Avangrid Inc 3.8%
0.85% Federal National Mortgage Association 2.79%
0.81% Bank of America Corporation 5.88%
0.81% TerraForm Power Operating, LLC 5%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo