CULRX Mutual Fund
CULRX Mutual Fund
CULRX Mutual Fund
Calvert Ultra-Short Duration Income Fund Class R6
CULRX Mutual Fund Overview
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 274 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2017-10-03.
CULRX performance shows a YTD return of 2.53%. The 1-year return is 3.86% and the 5-year return is 3.93%. CULRX dividend yield stands at 3.72%, paid monthly.
CULRX top holdings include United States Treasury Note/Bond 0.38% 07/31/2027 (5.9%), Jpmorgan Chase & Co 5.04 2028-01-23 (2.6%), Bank Of America Corp (2.2%), Treasury Note (Otr) 3.75% Jun 30, 2027 (2.1%), Wells Fargo & Co 3.584% 05/22/2028 (1.6%). 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.