Calvert Ultra-Short Duration Income Fund Class A (CULAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.90
-0.01 (-0.10%)
Mar 20, 2026, 4:00 PM EST
Fund Assets682.09M
Expense Ratio0.72%
Min. Investment$1,000
Turnovern/a
Dividend (ttm)0.40
Dividend Yield4.08%
Dividend Growth-15.49%
Payout FrequencyMonthly
Ex-Dividend DateFeb 27, 2026
Previous Close9.91
YTD Return0.30%
1-Year Return4.08%
5-Year Return15.74%
52-Week Low9.88
52-Week High9.94
Beta (5Y)0.03
Holdings238
Inception DateOct 31, 2006

About CULAX

The Calvert Ultra-Short Duration Income Fund Class A (CULAX) seeks to maximize income through investments in short-term bonds. CULAX will invest 80% of its assets in a portfolio of floating-rate securities with a duration of less than one year. CULAX typically invests 65% of its assets in investment grade debt.

Category Ultrashort Bond
Stock Exchange NASDAQ
Ticker Symbol CULAX
Share Class Class A
Index Bloomberg Short Treasury 9-12 Month TR

Performance

CULAX had a total return of 4.08% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.32%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
CULRXClass R60.43%
CULIXClass I0.47%

Dividend History

Ex-DividendAmountPay Date
Feb 27, 2026$0.02985Feb 27, 2026
Jan 30, 2026$0.03089Jan 30, 2026
Dec 31, 2025$0.032Dec 31, 2025
Nov 28, 2025$0.03244Nov 28, 2025
Oct 31, 2025$0.03325Oct 31, 2025
Sep 30, 2025$0.0336Sep 30, 2025
Full Dividend History