About CBORX
Calvert Bond Fund Class R6 is an actively managed mutual fund specializing in U.S. fixed-income securities. Its primary purpose is to deliver a high level of current income consistent with the preservation of capital, making it a core holding within the intermediate core-plus bond category. The fund typically invests at least 80% of its assets in bonds, with a strong emphasis on investment-grade debt rated A or higher, while allowing exposure to securities of any maturity and incorporating up to 25% of assets in foreign debt instruments. Notable for its rigorous environmental, social, and governance screening, the fund avoids companies involved in controversial industries such as tobacco, alcohol, firearms, or gambling. Calvert Bond Fund Class R6 caters primarily to institutional investors or large retirement plans, given its high minimum investment requirement and R6 share structure, which offers a competitive expense ratio. The fund distributes monthly dividends and is recognized for its above-average performance rating and below-average risk profile within its peer group, serving as a diversified core bond allocation in institutional portfolios.
Fund Family Calvert Research and Management
Category Intermediate Core-Plus Bond
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CBORX
Share Class Class R6
Index Bloomberg U.S. Aggregate Bond TR
CBORX had a total return of 2.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.37%.
