Calvert Short Duration Income R6 (CDSRX)

Fund Assets	2.88B
Expense Ratio	0.46%
Min. Investment	$1,000,000
Turnover	150.00%
Dividend (ttm)	0.72
Dividend Yield	4.68%
Dividend Growth	-4.33%
Payout Frequency	Monthly
Ex-Dividend Date	Sep 30, 2026

Previous Close	15.49
YTD Return	0.34%
1-Year Return	1.53%
5-Year Return	14.21%
52-Week Low	15.46
52-Week High	16.01
Beta (5Y)	n/a
Holdings	464
Inception Date	Feb 1, 2019

About CDSRX

Calvert Short Duration Income Fund Class R6 is an open-end mutual fund focused on investment-grade credit with a short-term profile. Its primary objective is to maximize income while preserving capital by investing in short-term bonds and other income‑producing securities, typically maintaining an average portfolio duration of about one to three years. The strategy combines fundamental and quantitative research with responsible investing criteria guided by the Calvert Principles for Responsible Investment, incorporating assessment of material environmental, social, and governance factors into security selection. The fund serves investors seeking diversified exposure across corporate credit, securitized assets, and high-quality government-related debt within the short-term bond segment. It plays a role as a core short-duration allocation for managing interest rate sensitivity and credit exposure over a relatively compact horizon, with monthly income distributions typical for the category. Managed by Calvert Research and Management, part of Morgan Stanley Investment Management, the fund leverages a dedicated credit research platform and active engagement framework to balance income generation with risk controls aligned to ESG considerations.

• Fund Family: Calvert Research and Management
• Category: Short-Term Bond
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: CDSRX
• Share Class: Class R6
• Index: Bloomberg 1-5 Y Credit TR

Performance

CDSRX had a total return of 1.53% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.19%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VFSIX	Vanguard	Vanguard Short-Term Investment-Grade I	0.07%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
CDSIX	Class I	0.51%
CSDAX	Class A	0.76%
CDICX	Class C	1.51%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 30, 2026	$0.05781	Sep 30, 2026
Aug 31, 2026	$0.06047	Aug 31, 2026
Jul 31, 2026	$0.05986	Jul 31, 2026
Jun 30, 2026	$0.05902	Jun 30, 2026
May 29, 2026	$0.05948	May 29, 2026
Apr 30, 2026	$0.05901	Apr 30, 2026

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

Data Sources Report a data error