Calvert Short Duration Income Fund

Frequently Asked Questions About CDSIX

What does CDSIX invest in?

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.

What is the expense ratio of CDSIX?

Calvert Short Duration Income Fund (CDSIX) charges an expense ratio of 0.51%. This is the annual fee deducted from fund assets to cover management and operations.

What is CDSIX's dividend yield?

CDSIX's trailing-twelve-month yield is 4.58%, calculated from the sum of dividends over the past year divided by the current price.

How big is CDSIX?

Calvert Short Duration Income Fund (CDSIX) manages $2.89B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CDSIX actively managed or an index fund?

CDSIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CDSIX launched?

Calvert Short Duration Income Fund (CDSIX) launched in April 2006 and is managed by the fund issuer.