Choose Income Funds from an Industry Leader
Calvert is highly respected in the mutual fund industry for its bond and money market expertise. In fact our heritage in income fund management dates back to our start in 1976, when we introduced the First Variable Rate Fund for Government Income.
Today we offer strength across a broad range of both taxable and tax-exempt strategies. That strength is especially apparent in the superior record of performance of our taxable bond fund portfolios.
Uncovering Relative Value
All of our fixed income strategies employ a four-tiered process called FourSight.A culmination of Calvert's 30 years of income management experience and proven through a variety of market conditions, FourSight integrates four primary management components into a fluid, cohesive process that has delivered proven results.
Manage duration. We strategically manage the interest rate sensitivity of a portfolio by selecting the proper mix of duration positions. (The longer the duration, the greater the price change relative to interest rate movements.)
Monitor the yield curve. The yield curve can be managed through the maturities of the selected bonds. We have developed specific trading strategies based on the ever-changing shape of the yield curve.
Optimize sector allocation. We choose specific sectors by examining both market conditions and relative value of each sector in the bond market.
Analyze credit quality. Our credit analysts apply rigorous fundamental credit analysis to screen and select securities they believe will enhance overall portfolio performance.
Learn More about Income Investing at Calvert
Depending on your level of knowledge of income investing, you can learn more about investment strategies and the mutual funds offered by Calvert. When you're ready to invest, please make sure to ask your financial advisor about corporate bond, tax-advantaged and money market funds from Calvert.
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