CBDIX Mutual Fund

CBDIX Mutual Fund (Calvert Bond Fund Class I) is managed by Calvert with $48.9M in net assets. CBDIX expense ratio is 0.53%, holding 505 positions across sectors including Financials, Consumer Discretionary, Real Estate. Inception date: 2000-03-31.

CBDIX performance shows a YTD return of -0.61%. The 1-year return is 2.88% and the 5-year return is 0.66%. CBDIX dividend yield stands at 4.16%, paid monthly.

CBDIX top holdings include Msilf Government (11.3%), Single Family Mortgage 5 04/14/2051 (8.4%), Us Treasury N/B 4 11/15/2042 (4.1%), Us Treasury N/B 3.5 11/30/2030 3.5 2030-11-30 (3.9%), Treasury Note 1.50% 11/30/2028 (3.7%). Go to all CBDIX holdings, CBDIX sectors, or CBDIX dividends.

CBDIX can be compared against other funds. Use CBDIX overlap to find shared positions, or CBDIX vs another fund for a side-by-side view. CBDIX alternatives are available via the screener, along with tax-loss harvesting opportunities.