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Calvert Ultra-short Duration Income Fund Class I (CULIX)

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9.90 0.00    0%
14/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 397.83M
Type:  Fund
Market:  United States
Issuer:  Calvert Investments
Asset Class:  Bond
Calvert Ultra-Short Income I 9.90 0.00 0%

CULIX Overview

 
Find basic information about the Calvert Ultra-short Duration Income Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add CULIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US1315823484)
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Rating
1-Year Change1.02%
Prev. Close9.9
Risk Rating
TTM Yield5.19%
ROEN/A
IssuerCalvert Investments
Turnover52%
ROAN/A
Inception Date41670
Total Assets397.83M
Expenses0.47%
Min. Investment1,000,000
Market CapN/A
CategoryUltrashort Bond
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1051 1015 1065 1116 1139 1247
Fund Return 5.07% 1.49% 6.52% 3.73% 2.64% 2.24%
Place in category 96 57 108 63 62 31
% in Category 34 23 40 34 34 26

Top Bond Funds by Calvert Research and Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Calvert Bond I 2.63B 3.29 -0.92 2.36
  Calvert Short Duration Income I 1.84B 4.88 2.39 2.67
  Calvert Green Bond Fund Class I 677.14M 2.61 -1.50 1.81
  Calvert Bond A 341.7M 3.12 -1.13 2.08
  Calvert Short Duration Income A 330.2M 4.66 2.12 2.34

Top Funds for Ultrashort Bond Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Ultra-Short-Term Bond Admi 12.68B 4.78 3.24 -
  Putnam Short Duration Income A 3.03B 4.71 3.81 2.00
  Putnam Short Duration Income Y 6.12B 4.80 3.91 2.10
  BBH Limited Duration I 7.72B 5.80 4.09 2.83
  Baird Ultra Short Bond Institutiona 6.64B 4.80 3.79 2.14

Top Holdings

Name ISIN Weight % Last Change %
United States Treasury Notes 2.75% - 5.34 - -
United States Treasury Notes 3.125% - 4.02 - -
Ford Motor Credit Company LLC 5.125% - 1.47 - -
Charter Communications Operating, LLC/Charter Communications Operating Capi - 1.45 - -
Bank of America Corp. 3.384% - 1.44 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Neutral Buy
Technical Indicators Sell BUY Strong Buy
Summary Sell Neutral Strong Buy
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