The fund typically invests at least 65 percent of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It may invest up to 35 percent of its net assets in below-investment grade, high-yield debt instruments , including distressed instruments that are in default. The fund may also invest up to 25 percent of its net assets in foreign debt securities. It is managed by Calvert Research and Management in the Intermediate Core-Plus Bond category. Downside deviation of 0.22% indicates contained downside behavior.
Performance
Weak
Weak
Strong
Odds Of Distress
Low
High
Low
As of March 16, 2026, Calvert Income is priced at $15.26, reflecting 0.13% down today after opening at $15.28. Current risk models assign Calvert Income a 13% probability of financial distress, reflecting a relatively small probability within its capital structure. Risk-adjusted return data over the last 90 trading days classifies Calvert Income as weak in terms of performance. The performance scores are computed for the period from December 16, 2025 through March 16, 2026. Learn more.
Calvert Income Fund [CFICX] is traded in USA. The fund is listed under the Intermediate Core-Plus Bond category and is part of the Calvert Research and Management family. This fund currently has accumulated 1.42 B in assets under management (AUM) with no minimum investment requirements. Calvert Income is currently producing a year-to-date (YTD) return of 0.76%, while the total return for the last 3 years is 6.64%. Calvert Income financial stability analysis
The fund holds about 11.43% of assets under management (AUM) in fixed income securities. Calvert Income's last dividend was $0.04 per share. Calvert Income Fund posted $212.6 million in Total Assets and $1.4 billion in Net Assets for the reported period.
Investor Insights and Alerts
Automated alerts tied to Calvert Income Fund help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. Used correctly, this section functions as a challenge mechanism: it asks whether the thesis is still intact under the latest information set.
Daily trading signals in Calvert Income Fund help active traders monitor momentum, reversals, and volume pressure while the session is still developing. Used carefully, they can improve execution quality without encouraging investors to overtrade every minor fluctuation.
Quantitative forecast tools for Calvert Income Fund focus on patterns in observed data, which makes them especially useful when the market is moving faster than traditional bottom-up research can refresh. These models are descriptive, not prophetic, so the real discipline comes from checking whether the market regime has changed enough to make the old pattern less reliable.
Fund analysis emphasizes diversification, manager constraints, and fee drag. The five-year return stands at 2.0%.
Methodology
Unless otherwise specified, data for Calvert Income Fund is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Calvert Income Fund market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: This report references public fund disclosures, holdings reports, and market data feeds and institutional disclosures, including U.S. Securities and Exchange Commission (SEC) via EDGAR. Certain datasets may update with delay depending on source availability. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Calvert Income Fund may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.