About CINRX
Calvert Income Fund Class R6 is an open-ended mutual fund specializing in fixed income investments. Its primary objective is to maximize income while preserving capital, achieved through diversified holdings in bonds and other income-producing securities. The fund maintains a focus on investment grade, U.S. dollar-denominated debt—allocating at least 65% of its assets to high-quality bonds issued by U.S. corporations, government agencies, or government-sponsored enterprises. Notably, the fund also has the flexibility to invest up to 35% in high-yield (below investment grade) debt and up to 25% in foreign debt securities, allowing for broader credit exposure and potential yield enhancement.
Calvert Income Fund Class R6 distinguishes itself by integrating environmental, social, and governance (ESG) criteria into its fundamental investment process, reflecting Calvert’s principles for responsible investment. The portfolio is broadly diversified, typically holding several hundred securities across various sectors, with key allocations in corporate credit, asset-backed securities, mortgage-backed securities, and government obligations. The fund distributes income to shareholders on a monthly basis, targeting stable yields appropriate for institutional and retirement plan investors. With a minimum investment threshold suited for large institutional accounts, Calvert Income Fund Class R6 serves as a core bond holding designed to deliver consistent income, risk management, and responsible investment alignment within the broader fixed income market.
Fund Family Calvert Research and Management
Category Intermediate Core-Plus Bond
Performance Rating High
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol CINRX
Share Class Class R6
Index Bloomberg U.S. Universal TR
CINRX had a total return of -1.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.69%.
