Calvert Ultra-Short Duration Income Fund Class A (CULAX) Research

To pursue its investment objective, the fund typically commits at least 80% of its total assets (which can include borrowed capital) to a blend of debt instruments. This portfolio primarily consists of variable-rate securities, including corporate floating-rate bonds, along with other fixed-income assets that possess a duration of one year or less. The manager specifically identifies instruments with a duration not exceeding one year as "ultra-short duration securities."

Market snapshot

Symbol
CULAX
Price
$9.91
Day change
+0.10%
Market cap
$704.5M
52-week range
9.9-9.94
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Boston Partners Small Cap Value Fund II Investor Class (BPSCX)
  • Boston Partners Small Cap Value Fund II (BPSIX)
  • Catalyst/CIFC Floating Rate Income Fund Class I (CFRIX)
  • Allspring Large Cap Core Fund - Class R6 (EGORX)
  • Eaton Vance RBA Equity Strategy Fd Cl A (ERBAX)
  • Eaton Vance Richard Bernstein Equity Strategy Fund Cl I (ERBIX)
  • Abrdn Asia-Pacific Income Fund Inc (FAX)
  • PIMCO RealPath Blend Income Fund Class Institutional (PBRNX)

Open Calvert Ultra-Short Duration Income Fund Class A (CULAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.