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CIFCX:NASDAQ

Calvert Income Fund Class C – CIFCX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
16.78-0.06 (-0.36%)15.93 - 16.950.0

Market data as of 6:05PM 05/17/13. Quotes are delayed by at least 15 min.

Overview - CIFCX

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 Return5.11%
Yield (Trailing 12 Mo.)2.28%
Expense Ratio2.01%
Front LoadNone
Deferred Load1.00%
Minimum Investment$2,000
Management Tenure2 Years
Fund Inception07/31/2000

Trailing Total Returns - CIFCX

as of 04/30/2013
TimeframeCIFCXS&P 500Intermediate-Term Bond
1 Month1.66%1.93%1.10%
3 Month2.76%7.18%1.76%
Year-to-Date2.50%12.74%1.42%
1 Year8.12%16.89%5.78%
3 Year4.77%12.80%6.13%
5 Year4.02%5.21%6.21%
10 Year4.34%7.88%4.96%
Since Inception5.11%10.38%--

Sector Allocation - CIFCX

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

Asset Allocation - CIFCX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
78.8578.85
Other0.00
 
 
1.081.08
Foreign Stock0.00
 
 
0.000.00
Foreign Bond13.27
 
 
10.69-2.58
Total13.2790.6277.35
Cash0.00
 
 
18.9318.93
Total Net Assets$1.30B
Total Stock Holdings0
Total Bond Holdings273

Bond Credit Quality - CIFCX

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 - CIFCX

as of 04/30/2013
CompanyYTD Return% of Assets
2yr Us Treasury Note Futures--7.71%
10yr Us Treasury Note Futures--4.86%
Bnsf Fdg Tr 1 FRN--2.73%
Land O Lakes Cap Tr I 144A 7.45%--2.58%
US Treasury Note 1.625%--2.56%
US Treasury Bond 2.75%--2.35%
Bk Amer Chrlt Nc Mtn 5.3%--2.13%
Us Bk Natl Assn FRN--2.00%
US Treasury Bond 2.75%--1.85%
Entpr Prods Oper FRN--1.64%

Valuation & Growth - CIFCX

as of 04/30/2013
ValuationCIFCXCategory 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 - CIFCX, 3 Year

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

Tax Analysis - CIFCX, 3 Year Avg

Pretax Return4.77%
Tax-adjusted Return3.84%
Tax Cost Ratio0.89%
Potential Cap Gains-39.02%

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