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Mutual Fund Insights: Calvert Short Duration Income A Fund (CSDAX)

In-depth Analysis of Calvert Short Duration Income A Fund (CSDAX)

Mutual fund chart: Calvert Short Duration Income A Fund (CSDAX)

3 months
6 months
1 year
3 year
5 year

See Calvert Short Duration Income A Fund (CSDAX) performance details as of February 28, 2010

  

    Last Trade: $16.44 on 3/19/2010, Change: +0.01 (0.06%)

  

Fund ManagerFund Manager - Matthew Duch

Fund Manager Tenure: 0.6 years   [Similar Funds: CSDYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Mr. Matthew Duch has been a Portfolio Manager on the Taxable Fixed Income Team since 2006 and became a Co-Portfolio Manager for this Fund in July 2009.Prior to joining Calvert in 2006, Mr. Matthew Duch was a corporate trader/sector manager for Deutsche Asset Management.  Get more insights on Matthew Duch

  

What we like about Calvert Short Duration Income A Fund (CSDAX) What we like about Calvert Short Duration Income A Fund (CSDAX)

Data for Calvert Short Duration Income A Fund (CSDAX) as of February 28, 2010

  • Calvert Short Duration Income A Fund (CSDAX) has good short-term performance (1-year return 11.19% vs 10.21 % Short-Term Bond category average)
  • Calvert Short Duration Income A Fund (CSDAX) has good mid-term performance (3-year return 5.33% vs 3.54 % Short-Term Bond category average)
  • Calvert Short Duration Income A Fund (CSDAX) has good Long-term performance (5-year return 5.07% vs 3.57 % Short-Term Bond category average)
  • Calvert Short Duration Income A Fund (CSDAX) ratio of up-years vs down years is greater than 2
  • Calvert Short Duration Income A Fund (CSDAX) has a Morningstar rating of 4 and above
  • Calvert Short Duration Income A Fund (CSDAX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.84, lower than category average of 3.34

  

What we are cautious about Calvert Short Duration Income A Fund (CSDAX) What we are cautious about Calvert Short Duration Income A Fund (CSDAX)

Data for Calvert Short Duration Income A Fund (CSDAX) as of February 28, 2010

  • Calvert Short Duration Income A Fund (CSDAX) management has been with Calvert Short Duration Income A Fund for only 0.6 years, it is hard to judge manager's ability based on this fund's operation record
  • Calvert Short Duration Income A Fund (CSDAX) has an annual stock turnover rate of 359.00% that is higher than the Short-Term Bond average of 113.38%. This could mean Calvert Short Duration Income A is more nimble, but also signal potential high tax impact and high trading fees
  • Calvert Short Duration Income A Fund (CSDAX) has a higher management fee of 1.08% than its Short-Term Bond average of 0.91%
  • Calvert Short Duration Income A Fund (CSDAX) carries a 2.75% load
See Calvert Short Duration Income A Fund (CSDAX) performance details as of February 28, 2010

  

  

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Calvert Short Duration Income A Fund (CSDAX) Net Asset

Track net asset change of Calvert Short Duration Income A fund (CSDAX)

DateNet Asset
02/2010$2.54B
01/2010$1.96B
11/2009$1.84B
More historic net asset information on Calvert Short Duration Income A Fund (CSDAX)

  

Calvert Short Duration Income A Fund (CSDAX) Portfolio Allocation

Track portfolio allocation change of Calvert Short Duration Income A fund (CSDAX)

DateCashStockBondOther
11/200916.45%0.02%82.91%0.24%
10/200932.1%0.02%67.28%0.6%
08/200915.69%0.02%83.83%0.46%
Click here to see more historic asset allocation information on Calvert Short Duration Income A Fund (CSDAX)

  

Most Recent Top 10 Holdings in Calvert Short Duration Income A Fund (CSDAX)

Discover what Calvert Short Duration Income A Fund (CSDAX) manager is buying

30-Nov-09
FHLBA [12.2%]
United States Treas Nts 3.375% [2.8%]
Fmg Fin Pty 144A FRN [1.51%]
Bac Cap Tr Xv FRN [1.49%]
Entpr Prods Oper 9.75% [1.14%]
United States Treas Bds 4.5% [1.14%]
Sys Asset Tr 2001 6.664% [1.04%]
Toll Rd Invs Partnership Ii 144A [1.02%]
Jpmorgan Chase & Co Fdic Tlgp FRN [1.02%]
Chesapeake Engy 7.625% [0.98%]

31-Oct-09
United States Treas Nts 3.625% [2.68%]
Fmg Fin Pty 144A FRN [1.53%]
Bac Cap Tr Xv FRN [1.46%]
Entpr Prods Oper 9.75% [1.07%]
Sys Asset Tr 2001 6.664% [1.03%]
Jpmorgan Chase & Co Fdic Tlgp FRN [1.01%]
Chesapeake Engy 7.625% [1%]
Toll Rd Invs Partnership Ii 144A [0.99%]
Province Of Ontario 1.16625% [0.89%]
Great Riv Engy 144A 5.829% [0.86%]

31-Aug-09
FHLBA [20.05%]
FMG Fin Pty [1.67%]
Bac Cap Tr Xv FRN [1.49%]
JPMORGAN CHASE & CO FDIC TLGP [1.15%]
Sys Asset Tr 2001 6.664% [1.14%]
Toll Rd Invs Partnership Ii 144A [1.11%]
Ontario (Prov Of) FRN [1.02%]
Great Riv Engy 144A 5.829% [0.96%]
US Treasury Note 3.125% [0.93%]
Bk Of Amer Fdic Gtd Tlgp FRN [0.92%]
Click here for Stock Holding Change Map in Calvert Short Duration Income A Fund (CSDAX)

  

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