Calvert High Yield Bond Fund (CYBIX.O)

At A Glance

You hold CYBIX.O in 0 portfolios

Net Asset Value

26.67USD

 -0.02 -0.07%

11/18/2019

Category
General Domestic
YTD Return (Cumulative)
 10.91%
Classification
High Yield
5 Year Return (Annualized)
 4.17%
Manager Benchmark
Lipper High Yield Bd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 over 10 years »

 CYBIX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyCalvert Research and Management
Inception Date07/09/2001
Portfolio Turnover49%
Dividend Yield--
Fund ManagerWeilheimer/Concannon/Leeman
Manager Tenure2016
Calvert Research and Management
4550 Montgomery Ave
Bethesda, MD 20814

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.77%
Max 12b-1 Fee Ratio--
Early Redemption Fee0.00%
Initial Investment$250,000
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks high current income and capital appreciation, secondarily. The Fund invests primarily in high yield, high risk bonds, with intermediate maturities. For its investments, the Fund seeks to identify high yield bonds of companies that have the ability to make timely payments of principal and interest.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
416
Consistent Return
 
415
Capital Preservation
 
5870
Low Expense
 
225
Tax Efficiency (U.S. only)
 
416

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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