Calvert Fund

Calvert Fund (CIK 701039) is an SEC-registered fund company with 6 reporting fund series and $6.8B in net assets as of 2026-03-31.

Registrant

Fund series (6)

SeriesNet assets
Calvert Short Duration Income Fund$2.8B
Calvert Income Fund$1.4B
Calvert Core Bond Fund$1.2B
Calvert Ultra-Short Duration Income Fund$700.0M
Calvert High Yield Bond Fund$521.1M
Calvert Mortgage Access Fund$103.5M

Largest reported holdings (across all series)

HoldingValue
Morgan Stanley & Co. LLC$21.2M
State Street Global Advisors$20.7M
ATHENAHEALTH GROUP INC$6.2M
GREYSTAR REAL ESTATE PAR$5.7M
MEDLINE BORROWER LP$5.4M
CALIFORNIA BUYER/ATLANTI$5.3M
CHOBANI HOLDCO II LLC$4.8M
WAND NEWCO 3 INC$4.6M
ALLIANT HOLD / CO-ISSUER$4.3M
Fortress Intermediate 3, Inc$4.1M
SOMNIGROUP INTL INC$3.7M
MAVIS TIRE EXPRESS SERVI$3.7M
OAK-EAGLE ACQUIRECO INC$3.7M
IMOLA MERGER CORP$3.5M
BUILDERS FIRSTSOURCE INC$3.5M

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