The fund typically invests at least 80 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 5 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 U.S. dollar-denominated foreign debt securities and American Depositary Receipts . Beta of 0.02 suggests a relatively defensive profile. It is managed by Calvert Research and Management in the Intermediate Core Bond category. Trading up 0.19% intraday.
Performance
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Odds Of Distress
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Calvert Long-Term shares are quoted at $15.89, delivering an 0.19% increase on the day after opening at $15.86. Based on structural risk metrics, Calvert Long-Term reflects a 15% probability of financial distress over the next few years. On a risk-adjusted basis, Calvert Long-Term has produced modest risk-adjusted performance over the last 90 trading days, consistent with soft return metrics. The performance scores are calculated from December 18, 2025 through March 18, 2026. Learn more.
Calvert Long Term Income [CLDIX] is traded in USA. The fund is listed under the Intermediate Core Bond category and is part of the Calvert Research and Management family. This fund currently has accumulated 1.24 B in assets under management (AUM) with no minimum investment requirements. Calvert Long Term is currently producing a year-to-date (YTD) return of 0.69%, while the total return for the last 3 years is 4.17%. Calvert Long-Term financial stability analysis
The fund holds about 6.56% of assets under management (AUM) in fixed income securities. Calvert Long Term's last dividend was $0.02 per share. Calvert Long Term Income reported $924.5 million in Total Assets and $1.2 billion in Net Assets.
Investor Insights and Alerts
Automated alerts tied to Calvert Long Term Income help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. The strongest alert framework is one that makes risk easier to acknowledge before the market fully reprices it.
Short-horizon indicators in Calvert Long Term Income turn fast-changing price action into clearer risk and execution cues. The key question is whether the signal helps manage exposure in real time, not whether it predicts every tick.
Forecasting applied to Calvert Long Term Income learns from price structure, volatility patterns, and trend strength rather than commentary alone. Forecast models complement fundamental research by showing where price behavior supports or contradicts the thesis.
Liquidity and pricing cadence can influence observed volatility and execution context. Lower trading activity may introduce occasional variability in execution conditions. The five-year return stands at 1.0%.
Methodology
Unless otherwise specified, data for Calvert Long Term Income 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 Long Term Income market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: We use public fund disclosures, holdings reports, and market data feeds with disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR as reference inputs. Data may be normalized and can be delayed. 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 Long Term Income may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.