CULRX Mutual Fund

CULRX Mutual Fund (Calvert Ultra-Short Duration Income Fund Class R6) is managed by Calvert with $48.9M in net assets. CULRX expense ratio is 0.43%, holding 235 positions across sectors including Financials, Industrials, Utilities. Inception date: 2017-10-03.

CULRX performance shows a YTD return of 2.04%. The 1-year return is 4.20% and the 5-year return is 3.83%. CULRX dividend yield stands at 3.78%, paid monthly.

CULRX top holdings include Us Treasury N/B 01/27 4.125 (10.6%), Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (5.9%), Us Treasury N/B 2.75 04/30/2027 (5.3%), BANK OF AMERICA CORP 1.73% Jul 22, 2027 (1.9%), Goldman Sachs Bank Usa 5.414% 05/21/2027 (1.9%). Go to all CULRX holdings, CULRX sectors, or CULRX dividends.

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