About CLDAX
Calvert Core Bond Fund Class A is a mutual fund designed to provide total return with a particular emphasis on income generation. This intermediate core bond fund invests primarily in a broad range of investment-grade fixed income securities, allocating at least 80% of its net assets to bonds rated BBB- or higher, including corporate bonds, U.S. Treasuries, agencies, and mortgage-backed securities. Guided by the Calvert Principles for Responsible Investment, the fund integrates environmental, social, and governance (ESG) criteria into its security selection process, seeking to align financial objectives with positive societal impact. It is actively managed using a blend of fundamental and quantitative research, with a focus on responsible investment practices. The fund serves investors seeking consistent income through monthly distributions, while maintaining broad diversification and an above-average risk profile relative to its category. Calvert Core Bond Fund Class A plays a significant role for investors interested in responsibly managed, core fixed income exposure within diversified portfolios.
Fund Family Calvert Research and Management
Category Intermediate Core Bond
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol CLDAX
Share Class Class A
Index Bloomberg U.S. Aggregate Bond TR
CLDAX had a total return of -2.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.19%.
