About CDSIX
Calvert Short Duration Income Fund Class I is an actively managed mutual fund focused on generating income while emphasizing preservation of capital. The strategy centers on short-term bonds and other income-producing securities, maintaining an average portfolio duration typically between one and three years to limit interest-rate sensitivity. The fund invests primarily in investment‑grade, U.S. dollar‑denominated debt, with flexibility to allocate a portion to high yield and foreign debt to broaden income sources and credit exposure. It is guided by The Calvert Principles for Responsible Investment, integrating environmental, social, and governance research through a proprietary, KPI‑driven process that informs security selection and issuer engagement. The portfolio spans corporate credit, securitized assets, and U.S. Treasuries, seeking diversified credit risk across sectors and issuers. Benchmarked to the Bloomberg 1–5 Year U.S. Credit Index, the fund targets a balance of current income and risk control over short horizons, appealing to institutions and allocators looking to manage duration, earn steady distributions, and align fixed income exposure with responsible investment criteria.
Fund Family Calvert Research and Management
Category Short-Term Bond
Performance Rating High
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CDSIX
Share Class Class I
Index Bloomberg 1-5 Y Credit TR
CDSIX had a total return of 6.76% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.31%.
