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Calvert Bond Fund Class I (CBDIX)

Fonds US

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14,47 -0,01 -0,07%

17/12 - En Différé. Devise en USD

Rating de Morningstar:
Actif total: 2,67B

Type: Fonds

Marché: États-Unis

Emetteur: Calvert Investments

Catégorie d'actif: Obligation

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Vue d'ensemble CBDIX

Sur cette page vous trouverez un profil détaillé de Calvert Bond Fund Class I. Vous y trouverez notamment des informations sur la gestion, le total des actifs, la stratégie d'investissement et les coordonnées de CBDIX entre autres informations.

Catégorie

Intermediate Core-Plus Bond

Actif total

2,67B

Dépenses

0,53%

Date de création

36616

Contact

Adresse 1825 Connecticut Avenue NW, Suite 400
Washington,DC 20009-5727
United States

Téléphone 202-238-2200

Web www.calvert.com

Principaux dirigeants

Nom	Titre	Depuis	Jusqu’à
Brian S. Ellis	Portfolio Manager	2015	Maintenant
Biographie	Brian is a managing director of Morgan Stanley Investment Management and a portfolio manager on the Broad Markets Fixed Income team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s Broad Markets strategies, including Calvert Research and Management Multi-Sector strategies. He joined Calvert Research and Management’s predecessor organization Calvert Investment Management in 2009. Eaton Vance acquired Calvert Investment Management in 2016. Morgan Stanley acquired Eaton Vance in March 2021. Brian began his career in the investment management industry in 2006. Before joining Eaton Vance, he worked as a portfolio manager of fixed-income strategies for Calvert Investments. He was previously affiliated with Legg Mason Capital Management (now ClearBridge Investments). Brian earned a B.S. in finance from Salisbury University. He is a CFA charterholder and an FSA Credential holder. He is a member of the CFA Institute and CFA Society Boston.
Vishal Khanduja	Managing Director	2013	Maintenant
Biographie	Vishal is a managing director of Morgan Stanley Investment Management, Co-Head of the Broad Markets Fixed Income team and a portfolio manager. He is responsible for buy and sell decisions and portfolio construction. He joined Calvert Research and Management’s predecessor organization Calvert Investment Management in 2012. Eaton Vance acquired Calvert Investment Management in 2016. Morgan Stanley acquired Eaton Vance in March 2021. Vishal began his career in the investment management industry in 2005. Before joining Eaton Vance, he was a senior vice president, portfolio manager and head of taxable fixed income for Calvert Investments. Previously, he was a vice president and portfolio manager at Columbia Threadneedle and associate director of fixed-income analytics at Galliard Capital. Vishal earned a bachelor of engineering from VJTI, Mumbai, India and an MBA from the Tippie School of Management at the University of Iowa. He is a member of the CFA Institute and CFA Society Boston. He is a CFA charterholder.
Matthew Duch	CIO (Chief Investment Officer)	2011	2016
Biographie	Mr. Duch formed Channel Investment Partners in 2019 and registered it with the SEC in April 2020. From 2016 to present, Mr. Duch has managed private investments through Duch Capital Management LLC. From 2006 to 2016 Mr. Duch was a Vice President, Senior Portfolio Manager for Bethesda, MD based Calvert Investment Management. In his role as a Lead and Co-Portfolio Manager, he was responsible for portfolio construction, credit analysis and trading delivering top decile and quartile performance, winning Lipper Fund Awards in 2008 and 2013. Since joining the Calvert taxable fixed income team in 2006, he primarily focused on investment grade, high yield and distressed corporate debt, leveraged loans, taxable municipals and treasuries, both bonds and derivatives. Various investment strategies also differed along the interest rate curve from ultra short to long duration. From 2002 to 2005, Mr. Duch was a Trader/Sector Manager at Deutsche Asset Management (DeAM) in New York. From 1998 to 2002, Mr. Duch worked at Zurich Scudder Investments in Chicago in several positions including Corporate Trader and Assistant Portfolio Manager with a focus on portfolio risk analytics.
Mauricio Agudelo	Portfolio Manager	2015	2016
Biographie	Mauricio co-manages RE Advisers' fixed-income strategies. He joined Homestead Advisers in 2016. Prior to this role, he co-managed taxable fixed-income mutual fund portfolios for Calvert Investment Management, Inc. and held previous positions at Calvert in trading and securities analysis. Prior to joining Calvert, Mr. Agudelo completed internships at the United States Department of Agriculture in 2002 and 2003. He received a B.S. in finance from the University of Maryland,Robert H. Smith School of Business. He Minored in business culture and language, with a concentration in Spanish. He holds the Chartered Financial Analyst designation. Mr. Agudelo is a Senior Fixed-Income Portfolio Manager for RE Advisers and has managed or co-managed the Fund since May 2016. Mr. Naranjo is a Fixed-Income Portfolio Manager for RE Advisers and has co-managed the Fund since November 2018.
Michael Abramo	Portfolio Manager	2011	2013
Biographie	Abramo is a portfolio manager for Calvert Investment Management, Inc. He has been with the firm from January 1999 through 2013.
Gregory Habeeb	Senior Vice President	1997	2011
Biographie	Habeeb is portfolio manager and senior vice president at Calvert Investment Management, Inc. He has worked at Calvert January 1997 and has over 30 years of experience as an analyst, trader and portfolio manager. Habeeb was a member of the Society of Actuaries from 1985 to 1998.
Matt Nottingham	Portfolio Manager	2001	2006
Biographie	Nottingham is a portfolio manager of Calvert Asset Management Company, his employer since July 1999. He has eleven years of experience as an analyst, trader and portfolio manager. Nottingham holds the Chartered Financial Analyst designation.
Reno J. Martini	CIO (Chief Investment Officer)	1999	2003
Biographie	Martini is chief investment officer with Calvert Asset Management, his employer since 1981. Previously, he was an estate planner and financial planner with Investors Diversified Services. Martini holds several NASD registrations.
Cheryl I. Smith	Vice President & Portfolio Manager	1994	1997
Biographie	Cheryl I. Smith, Ph.D., CFA- Cheryl is a managing partner, economist, strategist, and portfolio manager. She leads our fixed income management process and co-leads our Large Cap Core strategy and Growth and Income strategy. Cheryl is also a member of the portfolio management teams for our All Capitalization Core and Fossil Fuel Free Core strategies and she serves as co-manager of the Green Century Balanced Fund, for which Trillium is the sub-advisor. She began her investment management career at Trillium Asset Management in 1987. In 1992 she joined United States Trust Company in Boston (now known as Walden Asset Management) as Vice President and portfolio manager, before rejoining Trillium in the fall of 1997. Cheryl has served on the Boards of Oikocredit USA; US SIF, including three years as chair of US SIF; Cornerstone Capital, Inc.; Episcopal Divinity School; and on the Steering Committee for the Institute for Responsible Investment. Cheryl is a member of the CFA Society Boston and is a Chartered Financial Analyst charterholder. She is a member of the American Economic Association. Cheryl holds a B.S.F.S. degree from Georgetown University School of Foreign Service, and earned M.A., M. Phil., and Ph.D. degrees in Economics from Yale University.
Lawrence Litvak	Senior Vice President, Portfolio Manager	1987	1994
Biographie	Litvak joined United States Trust in 1983 and currently serves as a senior vice president and portfolio manager. Previously, he spent three years as a principal with Community Economics Inc., where he served as a consultant to union- and public-pension fund sponsors. Litvak is a Chartered Financial Analyst, a member of the Boston Security Analysts Society, and a director of the Industrial Cooperative Association Loan Fund.

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Mes dernières cotations

	Nom	Cours	Var.	Var.%
	Calvert Bond I	14,47	-0,01	-0,07%