The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CDSRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CDSRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CDSRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
People Pillar upgrade and resilient performance.
Maciej Kowara
Strategist
Summary
Calvert Short Duration Income continues to hold its ground in the short-term bond Morningstar Category, with an upgrade in the People Pillar to Above Average.