Quality Investing With Calvert
"Flight to Quality" is a catch-phrase that is dominating conversations among financial advisors and their clients today. It can mean different things to different people.
Calvert Quality means focusing on the fundamentals of stocks.
As some firms make course corrections back to quality, we simply stay the course-seeking to employ the same rigorous research that seeks to identify with high quality companies with a sustainable advantage. And, in fact, over the past decade, higher-quality companies have beaten both the market (as represented by the Standard & Poor's 500 Index) and lower-quality stocks (based on Standard & Poor's Quality Trends Research).
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CSIF Equity Portfolio
CSIF Equity Portfolio Performance | Fact Sheet
CSIF Equity Portfolio Commentary
Calvert Quality means digging deep with our high-quality credit process.
In the uncertain times of the current bond markets, Calvert has stayed the course by continuing to identify superior taxable fixed-income investments through our quality credit analysis process. Our professional managers dig deep, employing fundamental credit research to discern real quality and relative value. This better positions Calvert taxable bond funds to avoid the pitfalls of conventional quality ratings. Of course, we don't promise to avoid all of the pitfalls of the bond markets. Rather, we believe our high-quality process has helped lead to superior performance of Calvert's taxable bond funds.
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Calvert's Taxable Bond Portfolios
Calvert Income Fund Performance | Fact Sheet
Calvert Short Duration Income Fund Performance | Fact Sheet
Calvert Long-Term Income Fund Performance | Fact Sheet
Calvert Social Investment Fund Bond Portfolio Performance | Fact Sheet
Calvert Ultra-Short Floating Income Fund Performance | Fact Sheet
Calvert Income Fund Manager Commentary
Calvert Short Duration Income Fund Manager Commentary
Calvert Long-Term Income Fund Manager Commentary
Calvert Social Investment Fund Bond Portfolio Manager Commentary
Calvert Quality means investing for sustainability.
As some firms may return to the conventional wisdom of quality stocks, we offer an expanded perspective on the very meaning of quality. We look for companies that are both financially strong and hold themselves to good environmental, social and governance practices. In our view, a successful investment not only earns competitive returns, it helps build a sustainable future.
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Use our tool Know What You Own®: Simply enter the name of a publicly held company or mutual fund, and see how it stacks up against Calvert's Environmental, Social and Governance Criteria
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