About CIFCX
Calvert Income Fund Class C is an open-end mutual fund focused on generating income while prioritizing the preservation of capital. The fund primarily invests in a diversified portfolio of investment-grade, U.S. dollar-denominated debt securities—including bonds issued by U.S. corporations, the U.S. government, its agencies, and government-sponsored enterprises. At least 65% of assets are allocated to investment-grade bonds, ensuring a high level of credit quality. The fund incorporates a relative value strategy guided by fundamental financial analysis and the Calvert Principles for Responsible Investment, which emphasize environmental, social, and governance (ESG) considerations. This responsible investment approach distinguishes the fund within the income and fixed income markets, as it seeks issuers committed to sustainable business practices. Calvert Income Fund Class C is designed for investors seeking regular income distributions, with interest typically paid monthly, and aims to maintain a balance between yield and risk. Its broad issuer and industry diversification, along with active risk management, positions it as a notable fixed income offering for those who prioritize both income and sustainable investment practices.
Fund Family Calvert Research and Management
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol CIFCX
Share Class Class C
Index Bloomberg U.S. Credit TR
CIFCX had a total return of -2.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.14%.
