Calvert Short Duration Income Fund (CDSIX) Research
The fund's primary strategy involves dedicating a minimum of 65% of its capital to high-quality, U.S. dollar-based debt instruments, with their credit rating confirmed as investment-grade at the time of acquisition. It also possesses the flexibility to allocate up to 35% of its assets to lower-rated, higher-yielding bonds—often termed "junk bonds"—including those facing financial distress or already in default. Additionally, the portfolio may include up to 25% in foreign debt securities.
Market snapshot
- Symbol
- CDSIX
- Price
- $15.77
- Day change
- +0.06%
- Market cap
- $2.9B
- 52-week range
- 15.74-16.01
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG)
- Fidelity Limited Term Municipal Income Fund (FSTFX)
- Janus Henderson Flexible Bond Fund (JADFX)
- Janus Henderson Flexible Bond Fund (JDFNX)
- Janus Henderson Flexible Bond Fund (JFLEX)
- Nuveen Quality Municipal Income Fund (NAD)
- Optimum Fixed Income Fund (OIFIX)
- PIMCO Corporate & Income Opportunity Fund (PTY)
Open Calvert Short Duration Income Fund (CDSIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.