CSDAX Mutual Fund
CSDAX Mutual Fund
Calvert Short Duration Income Fund Class A
CSDAX Mutual Fund Overview
CSDAX Mutual Fund (Calvert Short Duration Income Fund Class A) is managed by Calvert with $247.6M in net assets. CSDAX expense ratio is 0.76%, holding 422 positions across sectors including Other, Financials, Real Estate. Inception date: 2002-01-31.
CSDAX performance shows a YTD return of -1.64%. The 1-year return is 3.66% and the 5-year return is 2.73%. CSDAX dividend yield stands at 4.35%, paid monthly.
CSDAX top holdings include Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (6.6%), United States Treasury Note 2026-11-15 (3.9%), Federal National Mortgage Association Fnma-30Yr 2050-04-01 (3.7%), United States Treasury Note/bond 2.25 11/15/2027 (3.0%), Jpmorgan Chase + Co 6.09 10/23/2029 (1.3%). View all CSDAX holdings, sector breakdown, or dividend history.
CSDAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.