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Morningstar

Calvert Ultra-Short Duration Income A CULAX Fund Analysis

Morningstar Analyst Rating
| Analyst rating as of

Morningstar’s Fund Analysis CULAX

Will CULAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CULAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CULAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CULAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

There is room for this sustainable ultrashort bond fund to grow.

Senior Analyst

Summary

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Calvert Ultra-Short Duration Income takes on significant credit risk relative to others in the conservative ultrashort bond Morningstar Category. Without a process or personnel edge, the strategy's cheapest share class receives a Morningstar Analyst Rating of Neutral, while its more expensive are rated Negative.

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