About CLDIX
Calvert Core Bond Fund Class I is a mutual fund positioned within the intermediate core bond category, primarily focusing on generating total return with an emphasis on income. The fund invests at least 80% of its assets in investment grade, U.S. dollar-denominated debt securities rated BBB- or higher at the time of purchase, with the flexibility to allocate a limited portion (up to 5%) in below-investment-grade, high-yield bonds and up to 25% in U.S. dollar-denominated foreign debt securities and American Depositary Receipts. The fund typically holds a diversified portfolio of U.S. government, corporate, and securitized debt, maintaining an average maturity around 14 years and offering monthly income distributions to shareholders. All investment decisions are guided by the Calvert Principles for Responsible Investment, integrating environmental, social, and governance (ESG) criteria through proprietary fundamental and quantitative research. Managed by Calvert Research and Management, a recognized leader in responsible investing, the fund aims to deliver competitive long-term risk-adjusted returns while supporting positive societal impact in the fixed income market.
Fund Family Calvert Research and Management
Category Intermediate Core Bond
Performance Rating High
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CLDIX
Share Class Class I
Index Bloomberg U.S. Aggregate Bond TR
CLDIX had a total return of 8.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.13%.
