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Calvert Income A CFICX

Analyst rating as of
NAV / 1-Day Return
14.80  /  0.13 %
Total Assets
672.7 Mil
Adj. Expense Ratio
0.910%
Expense Ratio
0.920%
Distribution Fee Level
High
Share Class Type
Front Load
Category
Corporate Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
1,000
Status
Open
TTM Yield
3.70%
Effective Duration
6.21 years

Morningstar’s Analysis CFICX

Will CFICX outperform in future?

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

Significant risks are embedded in this approach, while the team is still settling down.

Senior Analyst

Summary

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Calvert Income 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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