About CSBCX
Calvert Bond Fund Class C is an actively managed mutual fund with a focus on generating a high level of current income while preserving capital. The fund primarily invests at least 80% of its assets in a diverse range of investment-grade bonds and other debt securities, employing a relative value strategy that considers both financial fundamentals and environmental, social, and governance principles known as the Calvert Principles for Responsible Investment. With an average effective maturity of approximately 7 years and a broad portfolio comprising nearly 500 holdings, it offers exposure to sectors such as U.S. Treasury, government agency, mortgage-backed, and high-quality corporate bonds. The fund is notable for its commitment to responsible investing, integrating sustainability analysis into its security selection and portfolio construction process. This approach makes the Calvert Bond Fund Class C distinct within the intermediate core-plus bond category, serving investors seeking income and risk management within a socially responsible framework, and playing a role as a core fixed income allocation in diversified portfolios.
Fund Family Calvert Research and Management
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CSBCX
Share Class Class C
Index Bloomberg U.S. Aggregate Bond TR
CSBCX had a total return of 3.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.83%.
