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Calvert Bond I CBDIX

Analyst rating as of
NAV / 1-Day Return
14.20  /  0.00
Total Assets
2.4 Bil
Adj. Expense Ratio
0.530%
Expense Ratio
0.530%
Fee Level
Above Average
Longest Manager Tenure
9.82 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
2.84%
Effective Duration
5.87 years

Morningstar’s Fund 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

Summary

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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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