Calvert Short Duration Income Fund
CDSIX
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- Calvert Short Duration Income Fund (CDSIX) is an open-end mutual fund that seeks to maximize income, consistent with preservation of capital, through investments in short-term bonds and income-producing securities with an average portfolio duration of one to three years. The fund allocates primarily to investment-grade credit (37.05%); asset-backed securities (22.38%); U.S. Treasuries (16.03%); mortgage-backed securities (10.97%); and commercial mortgage-backed securities (7.62%), with additional exposure to high yield, bank loans, government-related securities, and cash equivalents. Top holdings include United States Treasury Notes; Morgan Stanley Institutional Liquidity Government Securities; Federal National Mortgage Association securities; and corporate bonds from issuers such as JPMorgan Chase & Co., Bank of America Corp., and UBS Group AG. Guided by the Calvert Principles for Responsible Investment, the fund integrates environmental, social, and governance (ESG) factors via proprietary research across approximately 200 peer groups and over 200 key performance indicators. Calvert Research and Management, the fund's adviser and a subsidiary of Morgan Stanley Investment Management, manages total net assets of approximately $2.7 billion for the fund as of June 30, 2025, with Class I shares (CUSIP 13161T401) featuring a net expense ratio of 0.51% and monthly distributions. The investment team, led by Vishal Khanduja, CFA (joined 2012), and Brian S. Ellis, CFA (joined 2016), employs fundamental and quantitative analysis for security selection. Launched in 2002 with Class A inception on January 31, 2002, and Class I on April 21, 2006, the fund is domiciled in the United States and available to U.S. investors, with a minimum initial investment of $1,000,000 for Class I shares. In recent developments, the fund maintained its Morningstar Process Pillar upgrade to Above Average in the short-term bond category and reported strong performance with Class I shares delivering 7.01% for the one-year period ended June 30, 2025, outperforming the Bloomberg 1-5 Year U.S. Credit Index benchmark. Portfolio characteristics as of mid-2025 reflect 375 holdings, an effective duration of 2.40 years, and an average effective maturity of 2.82 years, excluding high social impact investments comprising 0.1458% of assets. As part of Morgan Stanley Investment Management following the 2021 acquisition of Eaton Vance, Calvert continues to expand its responsible investing offerings, including ESG-focused strategies, though a related Calvert U.S. Select Equity ETF (CVSE) announced liquidation in September 2025. The fund is headquartered with Calvert Research and Management at 1825 Connecticut Avenue NW, Suite 400, Washington, DC.