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Calvert Bond I CBDIX

Analyst rating as of
  • NAV / 1-Day Return 14.58  /  0.14 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.530%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 3.02%
  • Effective Duration 5.87 years

Morningstar’s Analysis CBDIX

Will CBDIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Team changes give us pause, in the context of this fund’s fairly aggressive approach.

Senior Analyst



Calvert Bond has better situated managers many months after Morgan Stanley’s March 2021 acquisition of Eaton Vance. But ongoing questions around the stability of its team and durability of its process underscore a Morningstar Analyst Rating of Neutral on all but its most expensive share class, which is rated Negative.

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