CSDAX

About CSDAX

Calvert Short Duration Income Fund Class A is an actively managed mutual fund focused on generating income while emphasizing preservation of capital. The strategy invests primarily in short‑term bonds and other income‑producing securities, maintaining an average portfolio duration of roughly one to three years to moderate interest‑rate sensitivity. The fund typically emphasizes investment‑grade, U.S. dollar‑denominated credit across corporates, government‑related issues, and securitized debt, benchmarked against the Bloomberg 1‑5 Year U.S. Credit Index. Security selection is driven by fundamental and quantitative research and incorporates the Calvert Principles for Responsible Investment, evaluating material environmental, social, and governance factors through a proprietary framework. The portfolio is managed by Calvert Research and Management, part of Morgan Stanley Investment Management, and distributes income on a monthly basis. With a long track record dating to 2002 for this share class and an expense ratio for Class A shares listed near the industry’s short‑term bond peer range, the fund serves as a core short‑duration credit allocation for investors seeking income with limited interest‑rate exposure under an ESG‑integrated process.