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CSDAX:NASDAQ

Calvert Short Duration Income Fund Class A – CSDAX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
16.58-0.01 (-0.06%)16.03 - 16.600.0

Market data as of 8:00PM 05/17/13. Quotes are delayed by at least 15 min.

Overview - CSDAX

The investment seeks to maximize income, to the extent consistent with preservation of capital, through investment in short-term bonds and income-producing securities. The fund typically invests at least 65% of net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It invests principally in bonds issued by U.S. corporations, the U.S. government or its agencies, and U.S. government-sponsored enterprises (e.g., the Federal National Mortgage Association and the Federal Home Loan Mortgage Corporation). The fund's average portfolio duration will range from one to three years. It is non-diversified.

Growth of $10,000 (10 Years)

Total Return5.34%
Yield (Trailing 12 Mo.)2.07%
Expense Ratio1.22%
Front Load2.75%
Deferred LoadNone
Minimum Investment$2,000
Management Tenure4 Years
Fund Inception01/31/2002

Trailing Total Returns - CSDAX

as of 04/30/2013
TimeframeCSDAXS&P 500Short-Term Bond
1 Month0.71%1.93%0.31%
3 Month1.27%7.18%0.60%
Year-to-Date1.35%12.74%0.66%
1 Year5.32%16.89%2.63%
3 Year3.25%12.80%2.68%
5 Year4.26%5.21%3.33%
10 Year4.56%7.88%3.11%
Since Inception5.34%10.38%--

Sector Allocation - CSDAX

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

Asset Allocation - CSDAX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
73.8473.84
Other0.00
 
 
1.661.66
Foreign Stock0.00
 
 
0.000.00
Foreign Bond12.06
 
 
10.79-1.27
Total12.0686.2974.23
Cash0.00
 
 
24.9424.94
Total Net Assets$1.91B
Total Stock Holdings0
Total Bond Holdings348

Bond Credit Quality - CSDAX

as of 04/30/2013
AAA7.38%
AA7.69%
A30.38%
BBB40.14%
BB6.28%
B4.27%
Below B1.79%
Not Rated2.08%

Top Ten Holdings - CSDAX

as of 04/30/2013
CompanyYTD Return% of Assets
Us 2yr Note (Cbt) Jun13--7.22%
Us 5yr Note (Cbt) Jun13--4.38%
Us Bk Natl Assn FRN--2.00%
Wachovia Cap Tr Iii FRN--1.70%
Entpr Prods Oper FRN--1.36%
Morgan Stanley 6.25%--1.35%
Ford Motor Credit Co 4.207%--1.31%
Bk Amer Chrlt Nc Mtn 5.3%--1.31%
Sabmiller Hldgs Inc. 144A 2.45%--1.20%
Province Of Ontario 1.65%--1.16%

Valuation & Growth - CSDAX

as of 04/30/2013
ValuationCSDAXCategory 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 - CSDAX, 3 Year

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

Tax Analysis - CSDAX, 3 Year Avg

Pretax Return3.25%
Tax-adjusted Return1.29%
Tax Cost Ratio0.99%
Potential Cap Gains2.98%

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