Calvert Flexible Bond Fund Class A (CUBAX) Research

The fund seeks to generate positive absolute returns across an entire market cycle, irrespective of broader market performance. To accomplish this, it utilizes a highly adaptable investment framework, deploying capital across diverse global fixed-income markets and employing a range of strategic approaches. Its management is not restricted by adherence to a specific benchmark index. Ordinarily, at least 80% of the fund's net assets (including any leverage used for investment) will be allocated to bonds or instruments, such as derivatives, that offer exposure to the bond market. This includes debt securities of any duration.

Market snapshot

Symbol
CUBAX
Price
$14.82
Day change
+0.14%
Market cap
$850.6M
52-week range
14.69-15.09
Sector
Financial Services
Industry
Asset Management - Bonds

Peer companies

  • BlackRock Commodity Strategies Portfolio (BICSX)
  • Buffalo High Yield Fund, Inc. (BUFHX)
  • Manning & Napier Core Bond Series Class S (EXCRX)
  • Guggenheim Floating Rate Strategies Fund Class A (GIFAX)
  • Guggenheim Floating Rate Strategies Fund Class C (GIFCX)
  • Guggenheim Floating Rate Strategies Fund Institutional Class (GIFIX)
  • Janus Henderson Short Duration Flexible Bond T Shares (JASBX)
  • Janus Henderson Short Duration Flexible Bond N Shares (JSHNX)

Open Calvert Flexible Bond Fund Class A (CUBAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.