Calvert Ultra Short Income Fund Quote
| CULIX Fund | USD 9.93 0.00 0.00% |
PerformanceGood
| Odds Of DistressLow
|
Calvert Ultra-short is trading at 9.93 as of the 2nd of February 2026; that is No Change since the beginning of the trading day. The fund's open price was 9.93. Calvert Ultra-short has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 4th of November 2025 and ending today, the 2nd of February 2026. Click here to learn more.
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its net assets in a portfolio of floating-rate securities and securities with durations of less than or equal to one year. The manager generally defines ultra-short duration securities as those with durations of less than or equal to one year.. More on Calvert Ultra Short Income
Moving together with CALVERT Mutual Fund
CALVERT Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Funds, Ultrashort Bond Funds, Ultrashort Bond, Calvert Research and Management (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of February 2025 |
| Fiscal Year End | September |
Calvert Ultra Short Income [CULIX] is traded in USA and was established 2nd of February 2026. Calvert Ultra-short is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Ultrashort Bond category and is part of Calvert Research and Management family. This fund currently has accumulated 684.74 M in assets under management (AUM) with minimum initial investment of 250 K. Calvert Ultra Short is currently producing year-to-date (YTD) return of 0.27% with the current yeild of 0.04%, while the total return for the last 3 years was 5.57%.
Check Calvert Ultra-short Probability Of Bankruptcy
Instrument Allocation
Calvert Ultra Short Risk Profiles
| Mean Deviation | 0.0369 | |||
| Standard Deviation | 0.0767 | |||
| Variance | 0.0059 | |||
| Risk Adjusted Performance | 0.0751 |
Calvert Ultra-short Against Markets
CALVERT Mutual Fund Analysis Notes
The fund holds about 11.39% of assets under management (AUM) in cash. Calvert Ultra Short last dividend was 0.01 per share. Large For more info on Calvert Ultra Short Income please contact the company at 800-368-2745.Calvert Ultra Short Investment Alerts
| The fund holds about 11.39% of its assets under management (AUM) in cash |
Institutional Mutual Fund Holders for Calvert Ultra-short
Have you ever been surprised when a price of an equity instrument such as Calvert Ultra-short is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Calvert Ultra Short Income backward and forwards among themselves. Calvert Ultra-short's institutional investor refers to the entity that pools money to purchase Calvert Ultra-short's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Calvert Ultra-short's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses. Calvert Ultra-short Outstanding Bonds
Calvert Ultra-short issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Calvert Ultra Short uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most CALVERT bonds can be classified according to their maturity, which is the date when Calvert Ultra Short Income has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Calvert Ultra-short Predictive Daily Indicators
Calvert Ultra-short intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Calvert Ultra-short mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Calvert Ultra-short Forecast Models
Calvert Ultra-short's time-series forecasting models are one of many Calvert Ultra-short's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Calvert Ultra-short's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in CALVERT Mutual Fund
Calvert Ultra-short 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 Ultra-short security.
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