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Morningstar

Calvert High Yield Bond I CYBIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
23.32  /  0.04 %
Total Assets
436.9 Mil
Adj. Expense Ratio
0.770%
Expense Ratio
0.760%
Distribution Fee Level
Above Average
Share Class Type
Institutional
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
4.88%
Effective Duration
4.07 years

USD | NAV as of Dec 09, 2022 | 1-Day Return as of Dec 09, 2022, 10:45 PM GMT+00:00

Morningstar’s Analysis CYBIX

Will CYBIX 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 CYBIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CYBIX 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 CYBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced portfolio managers lead this ESG-focused high-yield strategy.

Senior Analyst

Summary

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Calvert High Yield Bond applies a traditional approach within an environmental, social, and governance framework. Its experienced portfolio management team and deep high-yield analyst bench adeptly navigate this market. While this fund appeals to investors seeking a responsible investing high-yield option, the ESG-factor-screening process limits its prospects, supporting a Morningstar Analyst Rating of Neutral on most share classes and Negative on its most expensive.

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