Calvert High Yield Bond A (CYBAX)
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Calvert High Yield Bond A
Bethesda, MD 20814
4550 Montgomery Avenue Street 1000n
Calvert Fund
Management information
,Lead manager since 30 November 2023
Jack is a portfolio manager on the High Yield Fixed Income team. He joined Morgan Stanley in 2012 and has been with financial industry since 2005. Prior to joining the firm, Jack was a trader at Guggenheim Partners focused on leveraged debt. Previously, he worked in high yield at Maple Stone Capital Advisors and The Airlie Group. He began his career at UBS, where he worked on a sales desk focusing on non-dollar rates and currencies. Jack received a B.A. in media studies from New School University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryHigh Yield Bond
Fund familyCalvert Research and Management
Net assets435.16M
YTD return1.36%
Yield5.20%
Morningstar rating★★
Inception date31 Jan 2007
Fund operations
Last dividend0.32
Last cap gain-18.00
Holdings turnover24.00%
Average for categoryN/A
Fees and expenses
ExpenseCYBAXCategory average
Annual report expense ratio (net)1.02%0.95%
Prospectus net expense ratio1.02%N/A
Prospectus gross expense ratio1.02%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.88%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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