CMMIX

About CMMIX

Calvert Mortgage Access Fund Class I is an intermediate core-plus bond mutual fund designed to address wealth inequality in the United States by expanding homeownership opportunities. The fund focuses on investing in mortgages provided to underserved communities, including minorities, low-income individuals, and first-time homebuyers. By allocating capital primarily to agency and non-agency mortgage-backed securities and related assets, the fund seeks to improve access to affordable housing finance. Notable holdings frequently include securities issued by government-sponsored entities such as Ginnie Mae, along with select private mortgage assets. As part of its strategy, the fund aims for total return—balancing income generation with capital appreciation—while distributing income to shareholders on a monthly basis. With a clear thematic emphasis on responsible investing, Calvert Mortgage Access Fund Class I plays a notable role in fostering financial inclusion and addressing the homeownership gap, making it significant within the broader fixed income and impact investing landscape.