CYBIX : Calvert High Yield Bond Fund Class I

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

CYBIX

Calvert High Yield Bond Fund Class I

FI Score

39 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

4 /10

Category Score

0 /10

Market Size

4 /10

39% FI Score
  • cybix
  • Mutual Fund
  • Bond
  • High Yield Bond

Calvert High Yield Bond Fund Class I

Expenses: 0.76% (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 high current income and capital appreciation, secondarily. Under normal circumstances, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in high-yield, high-risk bonds, also known as "junk" bonds ("80% Policy"). It invests primarily in high-yield, high-risk bonds, with varying maturities, including distressed securities that are in default. The fund also may invest in trust preferred securities, taxable municipal obligations and loans. In addition, it may invest up to 35% of its net assets in foreign debt securities.

Largest Holdings

Amount Holding
1.08% Watco Companies, L.L.C. / Watco Finance Corp. 6.38%
1.06% Asurion
1.02% Sprint Corporation 7.88%
1.02% CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75%
0.95% MPH Acquisition Holdings LLC 7.12%
0.92% Hologic Inc 4.38%
0.92% CSC Holdings, LLC 5.5%
0.89% Cablevision Systems Corporation 5.88%
0.86% Netflix, Inc. 4.88%
0.84% United Rentals (North America), Inc. 3.88%
0.82% TRI Pointe Group Inc 4.88%
0.80% US Foods Inc 5.88%
0.78% Sonic Automotive, Inc. 6.12%
0.78% LifePoint Health, Inc 9.75%
0.76% PetSmart, Inc.
0.76% EIG Investors Corporation 10.88%
0.75% Terrier Media Buyer Inc 8.88%
0.74% Level 3 Financing, Inc. 5.38%
0.74% Infor (US), Inc. 6.5%
0.73% Hub International Limited 7%
0.71% Navistar International Corporation 6.62%
0.70% Scripps Escrow Inc 5.88%
0.68% Booz Allen Hamilton Hldg Corp 5.12%
0.68% Calpine Corporation 5.12%
0.67% The AES Corporation 5.12%

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