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Fixed-Income Investment Process

Since 1976, Calvert Investment Management, Inc. (CIM) has offered fixed-income portfolios for individual and institutional accounts.

This investment team integrates economic and fundamental analysis and applies a flexible, active relative-value strategy to select securities for Calvert’s fixed-income portfolios. Through their time-tested approach, CIM seeks to uncover often overlooked investment opportunities in all market environments.

An active trading style and in-depth, primary credit analysis have always been key strengths of CIM's management strategy, with an investment process that draws on an extensive knowledge of markets and dealers. The CIM team continually monitors changing yield spreads and the multitude of new issues coming to market. They maintain a strong relationship with a network of Wall Street dealers that enables them to take early advantage of new issues and other market opportunities.

Calvert Bond Portfolios

Bond Funds
  Share Class Ticker Symbol CUSIP Fund #
Taxable
Calvert Bond Portfolio A CSIBX 131618407 916
  B CBDBX 131618837 246
  C CSBCX 131618605 616
  Y CSIYX 131618597 366
Calvert Government Fund A CGVAX 131582546 974
  C CGVCX 131582538 654
Calvert High Yield Bond Fund A CYBAX 131582454 980
  C CHBCX 131582447 479
  Y CYBYX 131582397 318
Calvert Income Fund A CFICX 131582207 908
  B CBINX 131582835 208
  C CIFCX 131582744 608
  Y CIFYX 131582553 356
Calvert Long-Term Income Fund A CLDAX 131582710 929
Calvert Short Duration Income Fund A CSDAX 13161T104 923
  C CDICX 13161T302 623
  Y CSDYX 131582561 355
Calvert Ultra-Short Income Fund A CULAX 131582611 970
  Y CULYX 131582413 370
Tax-Advantaged
Calvert Tax-Free Bond Fund A CTTLX 131620304 913

Calvert Money Market Portfolios

Money Market Funds
  Ticker Symbol CUSIP Fund #
Money Market
Calvert First Government Money Market Fund FGBXX 131577504 202
  FVCXX 131577603 669
  FVRXX 131577108 901
Calvert Money Market Portfolio CSIXX 131618209 904
Calvert Tax-Free Reserves Money Market Portfolio CTMXX 131620106 902

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