About CFICX
Calvert Income Fund Class A is a mutual fund primarily focused on generating income while aiming to preserve capital. The fund achieves this objective by investing in a diversified portfolio of bonds and income-producing securities, with at least 65% of assets allocated to investment-grade, U.S. dollar-denominated debt. This includes exposure to corporate bonds, securities issued by the U.S. government and its agencies, as well as government-sponsored enterprises. The portfolio may also hold up to 35% in below-investment-grade, high-yield bonds, providing additional income potential while moderating risk through broad diversification. Calvert Income Fund Class A is notable for integrating environmental, social, and governance (ESG) principles into its investment process, aligning with Calvert’s responsible investing philosophy. The fund pays monthly distributions, drawing appeal from income-focused investors, and is benchmarked against the Bloomberg U.S. Credit Index, reflecting its orientation toward high-quality credit markets. Established in 1982, the fund is recognized for its disciplined management and long-standing role within the corporate bond space.
Fund Family Calvert Research and Management
Category Intermediate Core-Plus Bond
Performance Rating High
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol CFICX
Share Class Class A
Index Bloomberg U.S. Credit TR
CFICX had a total return of -1.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.68%.
