About CUBRX
Calvert Flexible Bond Fund Class R6 is an open‑end mutual fund in the nontraditional bond category designed to pursue positive absolute returns across full market cycles. According to the sponsor, it employs a flexible, globally oriented process that allocates among fixed‑income sectors and derivative instruments, investing at least 80% of assets in bonds or bond‑linked exposures, with the ability to include high‑yield securities and securitized debt such as mortgage‑backed issues, all guided by the Calvert Principles for Responsible Investment. The strategy targets diversified drivers of return and maintains intermediate interest‑rate exposure, as indicated by its effective duration around three years and multi‑sector mix that has included U.S. Treasuries, agency mortgage‑backed securities, cash equivalents, and select corporates. Positioned for institutions via the R6 share class, it emphasizes cost efficiency and risk management within the absolute‑return framework, seeking results that are less dependent on broad stock and bond market direction while integrating environmental, social, and governance considerations in security selection.
Fund Family Calvert Research and Management
Category Multisector Bond
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CUBRX
Share Class Class R6
Index ICE BofA US 3-Month T Bill TR IX
CUBRX had a total return of 3.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.95%.
