About CBDIX
Calvert Bond Fund Class I is an institutional share class of a diversified mutual fund that primarily invests in fixed income securities. Its core objective is to deliver a high level of current income while preserving capital, focusing on investment-grade bonds across various maturities. At least 80% of the fund’s assets are allocated to investment-grade debt instruments, including U.S. government securities, corporate bonds, and mortgage- or asset-backed securities, utilizing a relative value strategy to optimize risk-adjusted returns. Distinctively, the Calvert Bond Fund is managed with a strong emphasis on environmental, social, and governance (ESG) factors, guided by the Calvert Principles for Responsible Investment, which seek to identify issuers leading on material ESG criteria and promoting sustainable business practices. The fund uses the Bloomberg U.S. Aggregate Bond Index as its primary benchmark and incorporates both traditional and innovative areas of fixed income, including green, social, and sustainability-linked bonds. This approach positions the Calvert Bond Fund Class I as a notable option for institutional investors seeking income and capital preservation with embedded ESG considerations.
Fund Family Calvert Research and Management
Category Intermediate Core-Plus Bond
Performance Rating Above Average
Risk Rating Below Average
Ticker Symbol CBDIX
Share Class Class I
Index Bloomberg U.S. Aggregate Bond TR
CBDIX had a total return of 2.68% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.15%.
