Calvert Unconstrained Bond Fund Quote
| CUBIX Fund | USD 14.54 0.02 0.14% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Calvert Unconstrained is trading at 14.54 as of the 18th of January 2025; that is 0.14 percent increase since the beginning of the trading day. The fund's open price was 14.52. Calvert Unconstrained has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
The fund seeks to achieve its investment objective through a flexible investment process that allocates investments across global fixed-income markets and uses various investment strategies. It is not constrained in its management relative to a stock or bond market index. More on Calvert Unconstrained Bond
Moving together with Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, Calvert Research and Management (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Calvert Unconstrained Bond [CUBIX] is traded in USA and was established 18th of January 2025. Calvert Unconstrained is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Calvert Research and Management family. This fund currently has accumulated 315.74 M in assets under management (AUM) with minimum initial investment of 250 K. Calvert Unconstrained is currently producing year-to-date (YTD) return of 6.35% with the current yeild of 0.0%, while the total return for the last 3 years was 3.65%.
Check Calvert Unconstrained Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Unconstrained Bond Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calvert Unconstrained Bond Mutual Fund Constituents
| CFORX | Calvert Floating Rate Advantage | Mutual Fund | Bank Loan |
Calvert Unconstrained Top Holders
| CFAIX | Calvert Conservative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| CMACX | Calvert Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| CALCX | Calvert Servative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| CMAAX | Calvert Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| CLAIX | Calvert Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| CCLAX | Calvert Conservative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| CAAAX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity |
Calvert Unconstrained Risk Profiles
| Mean Deviation | 0.1455 | |||
| Semi Deviation | 0.1396 | |||
| Standard Deviation | 0.2056 | |||
| Variance | 0.0423 |
Calvert Unconstrained Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Unconstrained financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Unconstrained security.
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