Morningstar

Calvert High Yield Bond I CYBIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 24.63  /  −0.08 %
  • Total Assets 469.3 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 5.58%
  • Effective Duration 2.76 years

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis CYBIX

Will CYBIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CYBIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CYBIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CYBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An incline in its Process Pillar rating is the primary driver of Calvert High Yield Bond I's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings CYBIX

More CYBIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Medline Borrower LP 5.25%

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0.68 3.0 Mil
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AlixPartners, LLP

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