About CSIBX
Calvert Bond Fund Class A is an actively managed mutual fund focusing on providing a high level of current income while aiming to preserve capital. The fund primarily invests in a diversified portfolio of U.S. dollar-denominated bonds, including those issued by U.S. corporations, the U.S. government and its agencies, and government-sponsored enterprises. Utilizing a relative value strategy, the fund maintains at least 80% of its assets in investment-grade debt securities of various maturities, offering exposure across the broad fixed income market. Distinctively, investment decisions are guided not only by financial analysis but also by the Calvert Principles for Responsible Investment, which incorporate environmental, social, and governance (ESG) criteria into the security selection process. This focus on responsible investing allows the fund to target issuers that meet defined sustainability and governance standards. With an intermediate core-plus bond strategy, the fund manages credit quality and interest rate sensitivity with moderate duration, balancing income generation and risk. Calvert Bond Fund Class A holds a significant presence in the market by pursuing both broad diversification and ESG integration in its fixed income portfolio.
Fund Family Calvert Research and Management
Category Intermediate Core-Plus Bond
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CSIBX
Share Class Class A
Index Bloomberg U.S. Aggregate Bond TR
CSIBX had a total return of -2.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.15%.
