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Calvert Short Duration Income Fund Class A – CSDAX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
16.160.02 (+0.12%)16.05 - 16.390.0

Market data as of 6:05PM 03/31/15. 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 its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It may invest up to 35% of its net assets in below-investment grade, high-yield debt securities (commonly known as "junk bonds"), including distressed securities that are in default. The fund may also invest up to 25% of its net assets in foreign debt securities. It is non-diversified.

Growth of $10,000 (10 Years)

Total Return4.64%
Yield (Trailing 12 Mo.)1.87%
Expense Ratio1.14%
Front Load2.75%
Deferred LoadNone
Minimum Investment$2,000
Management Tenure6 Years
Fund Inception01/31/2002

Trailing Total Returns - CSDAX

as of 02/28/2015
TimeframeCSDAXS&P 500Short-Term Bond
1 Month0.15%5.75%0.03%
3 Month0.36%2.31%0.18%
1 Year0.59%15.51%0.97%
3 Year2.21%18.00%1.47%
5 Year2.37%16.18%2.16%
10 Year3.71%7.99%3.02%
Since Inception4.64%10.71%--

Sector Allocation - CSDAX

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - CSDAX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$1.66B
Total Stock Holdings0
Total Bond Holdings354

Bond Credit Quality - CSDAX

as of 02/28/2015
Below B1.42%
Not Rated4.85%

Top Ten Holdings - CSDAX

as of 02/28/2015
CompanyYTD Return% of Assets
US Treasury Note 1%--5.21%
5 Year US Treasury Note Future Mar15--3.20%
Bk Amer Chrlt Nc Mtn 5.3%--1.92%
10 Year US Treasury Note Future Mar15--1.54%
Entpr Prods Oper FRN--1.49%
Citigroup 2.5%--1.44%
Verizon Comms 144A 2.625%--1.32%
Jpmorgan Chase 2.35%--1.18%
Bk Amer Chrlt Nc Mtn FRN--1.15%
Citigroup FRN--1.06%

Valuation & Growth - CSDAX

as of 02/28/2015
ValuationCSDAXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - CSDAX, 3 Year

Rate Sensitivity
Ratingvs Category
RiskAbove Avg
Key:  Lo 

Tax Analysis - CSDAX, 3 Year Avg

Pretax Return2.21%
Tax-adjusted Return0.44%
Tax Cost Ratio0.81%
Potential Cap Gains0.36%

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