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Calvert High Yield Bond I CYBIX

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

Morningstar’s Analysis CYBIX

Will CYBIX outperform in future?

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

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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