Calvert Bond Portfolio Class A

 (MUTF:CSIBX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.12%
   
1 week   +0.50%
   
4 week   +0.12%
   
3 month   +1.44%
   
YTD   +3.52%
   
1 year   +1.77%
   
3 years*   +2.81%
   
5 years*   +2.47%
   
*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 assets891.60M 
Front load3.75%  
Deferred load-  
Expense ratio0.88%  
Management fee-  
Fund familyCalvert Investments 

Asset allocation

Cash5.80%  
Stocks0.00%  
Bonds92.62%  
Preferred0.33%  
Convertible0.21%  
Other1.04%  

Purchase information

Initial$2,000  
Additional$250  
IRA Initial$1,000  
AIP Initial$2,000  
AIP Additional$50  
16.20+0.02(0.12%)
Jul 20, 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* 2.02 0.22 0.38 -0.12
Beta* 0.88 0.97 1.08 0.91
Mean annual return 0.15 0.22 0.23 0.33
R-squared* 95.48 86.87 88.51 65.48
Standard deviation 2.71 3.04 3.29 3.65
Sharpe ratio 0.47 0.79 0.79 0.95
* Against standard index

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