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Calvert High Yield Bond Fund Class R6 (CYBRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.920.00 (0.00%)
At close: 8:05AM EST

Calvert High Yield Bond Fund Class R6

Calvert Fund

4550 Montgomery Avenue Street 1000n

Bethesda, MD 20814

Management information
Raphael A. Leeman,Lead manager since 30 December 2016
Raphael Leeman is a vice president of Eaton Vance Management and credit analyst on Eaton Vance's high-yield team. He is responsible for providing research coverage on the automotive/auto parts, cable/ broadcasting, equipment rental and transportation industries. He joined Eaton Vance in 2007. Raphael began his career in the investment management industry in 2003. Before joining Eaton Vance, he was a senior research analyst with Evergreen Investments. Raphael earned a B.A., with honors, in economics from Oberlin College and an MBA from Harvard University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryHigh Yield Bond
Fund familyCalvert Research and Management
Net assets342.83M
YTD return1.15%
Morningstar rating★★★★
Inception date31 Jan 2019

Fund operations

Last dividend0.10
Last cap gain0.00
Holdings turnover39.00%
Average for categoryN/A

Fees and expenses

ExpenseCYBRXCategory average
Annual report expense ratio (net)0.71%1.01%
Prospectus net expense ratio0.71%N/A
Prospectus gross expense ratio0.76%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.84%
Max deferred sales loadN/A1.27%
3-yr expense projection238N/A
5-yr expense projection417N/A
10-yr expense projection938N/A