Calvert Short Duration Income Fund Class C
CDICX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Income
- Address
- 1825 Connecticut Avenue Nw Washington DC United States of America 20009
- IPO Date
- Sep 30, 2002
- CIK
- 0000701039
- Website
- calvert.com
- Similar Companies
- Business
- Calvert Short Duration Income Fund Class C (CDICX) is an open-end mutual fund that seeks to maximize income, to the extent consistent with preservation of capital, through investments in short-term bonds and other income-producing securities. The fund normally invests at least 65% of its net assets in investment-grade, U.S. dollar-denominated debt securities, including corporate bonds, asset-backed securities, U.S. government and agency obligations, agency mortgage-backed securities, and cash equivalents; it may also allocate to non-U.S. bonds and high social impact investments focused on sustainability. Key portfolio sectors encompass corporate bonds (30.47%), cash and equivalents (19.57%), asset-backed securities (19.50%), government securities (14.58%), and agency mortgage-backed securities (7.01%), with top holdings such as MSILF Government Portfolio, U.S. Treasury Notes, and Federal National Mortgage Association securities. Launched on October 1, 2002, the fund is managed by Vishal Khanduja (since January 2013) and Brian Ellis (since November 2015) under Calvert Research and Management, a Washington, DC-based subsidiary of Morgan Stanley Investment Management following Eaton Vance Corp.'s acquisition by Morgan Stanley in March 2021. Class C shares feature a 1.00% deferred load, a net expense ratio of 1.51%, and a minimum initial investment of $1,000, targeting individual and institutional investors in the United States short-term bond market. The fund maintains total net assets of approximately $2.73 billion, with Class C comprising $12.09 million. Recent developments include Calvert Research and Management's continued emphasis on ESG integration and high-impact investments, with portfolio allocations to illiquid sustainability-focused securities as of mid-2025; the firm also advanced proxy voting aligned with long-term financial and sustainability goals during the 2025 season. In December 2025, Morgan Stanley Investment Management expanded its Custom Active platform through Parametric Portfolio Associates, incorporating new strategies that enhance tax optimization capabilities potentially benefiting Calvert-managed funds. No fund-specific acquisitions, new share classes, or strategic reorganizations for CDICX have been reported in the last 1-2 years.