About CULIX
Calvert Ultra-Short Duration Income Fund Class I is a mutual fund focused on generating income while prioritizing the preservation of capital. The fund achieves this by investing primarily in short-term bonds and other income-producing securities, typically with durations of less than one year. This strategy positions the fund to respond to changing interest rate environments and provides investors with a relatively stable source of income. The portfolio may include U.S. Treasury securities, investment-grade corporate bonds, and other high-quality debt instruments, with a focus on responsible investing principles. Calvert Ultra-Short Duration Income Fund Class I is designed for investors seeking low volatility and liquidity, making it suitable for cash management or as a conservative allocation within a broader investment portfolio. The fund is managed by Calvert, part of Morgan Stanley Investment Management, and is available to institutional and qualified investors. Its approach emphasizes both financial returns and sustainability, reflecting a commitment to environmental, social, and governance (ESG) criteria in its investment selection process.
Fund Family Calvert Research and Management
Category Ultra-Short Oblig
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol CULIX
Share Class Class I
Index Bloomberg Short Treasury 9-12 Month TR
CULIX had a total return of 3.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been -1.38%.
