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Calvert Ultra-Short Duration Income A CULAX

Analyst rating as of
NAV / 1-Day Return
9.76  /  0.11 %
Total Assets
972.5 Mil
Adj. Expense Ratio
0.720%
Expense Ratio
0.720%
Fee Level
High
Longest Manager Tenure
9.82 years
Category
Ultrashort Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.58%
Effective Duration
0.52 years
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Morningstar’s Analysis

Will CULAX outperform in future?

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

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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