Calvert Bond Portfolio Class A

 (MUTF:CSIBX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.06%
   
1 week
   
-0.44%  
4 week   +0.63%
   
3 month   +1.60%
   
YTD   +1.74%
   
1 year   +2.97%
   
3 years*   +2.72%
   
5 years*   +2.82%
   
*annualized
Best 3 month return+5.58%  
Worst 3 month return-6.63%  

Morningstar statistics

Morningstar category: Intermediate-Term Bond
  Return Risk Rating
3 years Above Average Above Average
5 years Above Average Above Average
10 years Below Average Average
Overall Average Above Average

Key statistics

Total assets861.52M 
Front load3.75%  
Deferred load-  
Expense ratio0.88%  
Management fee-  
Fund familyCalvert Investments 

Asset allocation

Cash1.52%  
Stocks0.00%  
Bonds95.34%  
Preferred0.35%  
Convertible0.87%  
Other1.92%  

Purchase information

Initial$2,000  
Additional$250  
IRA Initial$1,000  
AIP Initial$2,000  
AIP Additional$50  
16.01+0.01(0.06%)
Apr 25, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to provide as high a level of current income as is consistent with preservation of capital through investment in bonds and other debt securities. Under normal circumstances, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in bonds. Bonds include debt securities of any maturity. At least 80% of the fund's net assets are invested in investment grade debt securities. The fund may also invest up to 25% of its net assets in foreign debt securities.
Fund filings (PDF) »
Asset managers:
Vishal Khanduja (Started: Jan 31, 2013)
Brian Ellis (Started: Nov 16, 2015)
Advisor Company:
Calvert Research and Management
Fund family reports on Morningstar »
Calvert Investments, Inc., 4550 Montgomery Ave. Suite 1000N., Bethesda, MD 20814, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 2.05 0.16 0.40 -0.16
Beta* 0.86 0.98 1.09 0.90
Mean annual return 0.21 0.23 0.25 0.31
R-squared* 95.30 87.62 88.89 65.97
Standard deviation 2.99 3.08 3.34 3.66
Sharpe ratio 0.71 0.85 0.84 0.86
* Against standard index

Top 10 holdings