Stay Short. Go for More.

Stay Short. Go for more.

With Treasury yields at historic lows, short-term bond funds can be an attractive solution. Learn more by reviewing the resources we’ve compiled below about fixed income investing. Or, consider reading an interview with one of our experts.  For example, a high-quality, short-term bond fund can help you pursue higher-than-cash returns, while maintaining a relatively conservative investment posture—albeit with some additional risk. Ask your financial advisor about Calvert’s bond funds.

Why Calvert?

  • Calvert’s fixed income team uses a relative-value investment process to identify opportunity in the bond markets. We offer two high-quality, short-term bond funds, both of which have strong track records.

    Download Fund SnapshotCalvert Short Duration Income Fund.

    Within the Lipper Short Investment Grade Debt Funds category, the Fund is ranked #1 for the since-inception and the five-year periods out of 121 and 177 funds, respectively.  For the one-year and three-year periods, the Fund was ranked #28 out of 256 funds and #10 out of 208 funds, respectively.  Rankings are based on total return and are as of 09/30/09.*

    Download Fund SnapshotCalvert Ultra-Short Income Fund.

    Within the Lipper Ultra-Short Obligations Funds category, the Fund is ranked #1 for the since-inception period and #2 for the one-year period, out of 62 and 69 funds, respectively.  Rankings are based on total return and are as of 09/30/09.**

For Investment Professionals Only

  • Replay of Conference Call with Fund Manager

    Greg Habeeb

    Hear from Greg Habeeb, Senior Vice President and Head of Taxable Fixed Income Investments, Calvert Asset Management Company, Inc. as he discusses two of Calvert’s key strategies, short duration and yield curve trading, for bond portfolios. 

    Click here to listen to the replay. Investment Professionals only, please.

    Conference call was recorded on 11/12/2009.

    About Greg Habeeb

    Gregory Habeeb (MS Mathematics, New York University Courant Institute of Mathematical Science; BS Mathematics, Massachusetts Institute of Technology) joined Calvert in 1997 and manages CAMCO's corporate bond portfolios. He has over 27 years of experience as an analyst, trader and portfolio manager. Mr. Habeeb was a member of the Society of Actuaries from 1985 to 1998.


     

*Fund inception was 1/31/2002.

**Fund inception was 10/31/2006.

During the ranking periods, each Fund benefited from a fee waiver, which had a material effect on total return. Lipper rankings are based on total returns. Funds are ranked at NAV.  This means that returns assume reinvestment of dividends and capital gains, but exclude any applicable sales charges. The Lipper rankings are for Class A shares, and the rankings may include more than one share class of funds in the category, including, in the case of Calvert Short Duration Income Fund, other share classes in the Fund.  Rankings are relative peer group ratings and do not necessarily mean that the Fund had high total returns. Source: Lipper Inc.

Past performance is no guarantee of future results.

Investment in mutual funds involves risk, including possible loss of principal.  Bond funds are subject to credit risk, inflation risk, and interest rate risk.  When interest rates rise, the value of fixed income securities will generally fall.

9481 (10/09)

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