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CBINX:NASDAQ

Calvert Income Fund Class B – CBINX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
16.640.01 (+0.06%)15.84 - 16.860.0

Market data as of 6:05PM 05/24/13. Quotes are delayed by at least 15 min.

Overview - CBINX

The investment seeks to maximize income, to the extent consistent with preservation of capital, through investment in bonds and income-producing securities. The fund typically invests at least 65% of net assets in investment grade, U.S. dollar-denominated debt securities. It invests principally in bonds issued by U.S. corporations, the U.S. government or its agencies, and U.S. government-sponsored entities. The fund may invest up to 35% of net assets in below-investment grade, high-yield debt securities, including bonds rated in default. It may also invest up to 25% of net assets in foreign debt securities. It is non-diversified.

Growth of $10,000 (10 Years)

Total Return4.99%
Yield (Trailing 12 Mo.)2.20%
Expense Ratio2.17%
Front LoadNone
Deferred Load4.00%
Minimum Investment$2,000
Management Tenure2 Years
Fund Inception07/30/1999

Trailing Total Returns - CBINX

as of 04/30/2013
TimeframeCBINXS&P 500Intermediate-Term Bond
1 Month1.64%1.93%1.10%
3 Month2.71%7.18%1.76%
Year-to-Date2.36%12.74%1.42%
1 Year8.07%16.89%5.78%
3 Year4.64%12.80%6.13%
5 Year3.88%5.21%6.21%
10 Year4.23%7.88%4.96%
Since Inception4.99%10.38%--

Sector Allocation - CBINX

as of 04/30/2013
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - CBINX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
78.2778.27
Other0.00
 
 
1.531.53
Foreign Stock0.00
 
 
0.000.00
Foreign Bond14.20
 
 
11.22-2.98
Total14.2091.0276.82
Cash0.00
 
 
20.2620.26
Total Net Assets$1.30B
Total Stock Holdings0
Total Bond Holdings288

Bond Credit Quality - CBINX

as of 04/30/2013
AAA11.13%
AA6.12%
A28.68%
BBB41.03%
BB7.70%
B2.76%
Below B1.48%
Not Rated1.11%

Top Ten Holdings - CBINX

as of 04/30/2013
CompanyYTD Return% of Assets
Us 2yr Note (Cbt) Jun13--7.50%
10yr Us Treasury Note Futures--6.03%
US Treasury Bond 2.75%--3.92%
Land O Lakes Cap Tr I 144A 7.45%--2.55%
Bk Amer Chrlt Nc Mtn 5.3%--2.12%
Us Bk Natl Assn FRN--1.98%
Bnsf Fdg Tr 1 FRN--1.87%
Wachovia Cap Tr Iii FRN--1.51%
Federal Natl Mtg Assn--1.43%
Goldman Sachs Grp 6.15%--1.41%

Valuation & Growth - CBINX

as of 04/30/2013
ValuationCBINXCategory Range
Price/Earnings--
Price/Book--
Price/Sales--
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 
 Hi

Morningstar Summary - CBINX, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskAbove Avg
ReturnBelow Avg
Key:  Lo 
 Hi

Tax Analysis - CBINX, 3 Year Avg

Pretax Return4.64%
Tax-adjusted Return3.12%
Tax Cost Ratio0.88%
Potential Cap Gains-57.26%

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