Morningstar

Calvert High Yield Bond Fund Class C CHBCX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $24.53  /  +0.12 %
  • Fund Size $533.2M
  • Adjusted Expense Ratio 1.770%
  • Net Expense Ratio 1.760%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category High Yield Bond
  • Fixed-Income Style Box (Funds) Low/Limited
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 4.99%
  • Average Effective Duration 2.76 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis CHBCX

Will CHBCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CHBCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CHBCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CHBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calvert High Yield Bond C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings CHBCX

More CHBCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Inst Lqudty Gov Sec Ins

1.91 10M
Cash and Equivalents

Athenahealth Group Inc. 6.5%

1.27 7M
Corporate

Atlantica Sustainable Infrastructure Group PLC 6.375%

1.17 6M
Corporate

Greystar Real Estate Partners LLC 7.75%

1.06 6M
Corporate

Medline Borrower LP 5.25%

1.01 5M
Corporate

Wand Newco 3 Inc 7.625%

0.86 5M
Corporate

Cloud Software Group Inc. 9%

0.82 4M
Corporate

Fortress Interme Floating Coupon 6.9125 Maturity 20310627

0.77 4M
Corporate

Oak-Eagle AcquireCo Inc. 7.25%

0.73 4M
Corporate

Ryan Specialty LLC 5.875%

0.72 4M
Corporate

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