Calvert Income FundCIFCX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$1.4B
Expense ratio
1.67%
1-year return
+5.2%
3 years, a year
+5.1%
5 years, a year
+0.8%
Holdings
488
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 bonds and income-producing securities.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Morgan Stanley & Co. LLC | 10.45% |
| United States Treasury | 2.78% |
| Umbs, Tba | 2.68% |
| United States Treasury | 2.36% |
| United States Treasury | 2.23% |
| Freddie Mac | 1.34% |
| Umbs, Tba | 1.32% |
| State Street Global Advisors | 1.07% |
| JOBY Nykredit Realkredit A/S | 0.99% |
| JOBY Realkredit Danmark | 0.98% |
More on CIFCX.
- CIFCX overview
- CIFCX holdings
- CIFCX risk
- CIFCX costs
- CIFCX money in and out
- CIFCX share classes
- Compare CIFCX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.