Calvert Short Duration Income Strategy (S:0P00018SO5)
28.11
+0.13
(+0.46%)
USD |
Jan 31 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of February 22, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
|
Us 2yr Note (Cbt) Mar26
|
14.40% | -- | -- |
|
Us 5yr Note (Cbt) Mar26
|
9.66% | -- | -- |
|
United States Treasury Notes 4.63%
|
3.63% | -- | -- |
|
United States Treasury Notes 2.25%
|
3.04% | -- | -- |
|
Federal National Mortgage Association 5%
|
1.68% | -- | -- |
|
JPMorgan Chase & Co. 6.09%
|
1.12% | -- | -- |
|
Bank of America Corp. 5.16%
|
1.02% | -- | -- |
|
UBS Group AG 4.25%
|
0.82% | -- | -- |
|
Royal Bank of Canada 4.7%
|
0.75% | -- | -- |
|
Bank of America Corp. 4.38%
|
0.69% | -- | -- |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |