Calvert Short Duration Income FundCDICX

MUTUAL FUNDCalvert
Type
Mutual fund
Peer group
Taxable bond
Net assets
$2.8B
Expense ratio
1.51%
1-year return
+2.0%
3 years, a year
+4.6%
5 years, a year
+2.0%
12-month yield
3.00%
Holdings
422

What it aims to do.

The Funds investment objective is to seek to maximize income, to the extent consistent with preservation of capital, through investment in short-term bonds and income-producing securities.

Top 10 holdings.

Holding% of fund
Morgan Stanley & Co. LLC6.58%
United States Treasury3.87%
Umbs, Tba3.66%
United States Treasury3.02%
JPMorgan Chase & Co1.28%
BAC Bank Of America Corp1.16%
JOBY Nykredit Realkredit A/S1.11%
Umbs, Tba0.95%
United States Treasury0.90%
Bank Of America Corp0.80%

More on CDICX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.