How does the fund stack up?
Investors want to know how a fund matches up against others in its category.
From each of the dropdown lists below, select a fund to compare with the fund
you're researching. Each list contains up to 200 funds in the same category,
ordered by size of net assets, largest first. In the results, the best figure
for each criteria is highlighted.
| |
CFICX |
VBIIX |
LIGRX |
| Name |
Calvert Income A |
Vanguard Interm-Term Bond Index |
Loomis Sayles Investment Grade Bond A |
| Category |
Intermediate-Term Bond |
Intermediate-Term Bond |
Intermediate-Term Bond |
| What is the fund's size? |
|---|
| Net Assets |
$2,800 Mil | $3,563 Mil | $3,003 Mil |
| What does the fund hold? |
|---|
| Assets in stocks |
0.3% | NA | NA |
| Assets in bonds |
71.6% | 98.7% | 93.8% |
| Assets in cash |
27.2% | 1.3% | 2.3% |
| Number of stocks |
358 | 1,034 | 629 |
| Turnover ratio |
793% | 89% | 30% |
| Average PE |
0.00 | 0.00 | 0.00 |
| Median market cap. |
$2,865 Mil | NA | NA |
| How has the fund performed? |
|---|
| Fund Price Performance |
| Past 3 months |
2.2% | 2.0% | 2.3% |
| Past 12 months |
18.9% | 11.1% | 26.7% |
| Past 3 years (annualized) |
2.7% | 7.1% | 7.4% |
| | | | |
| Category Price Performance |
| Past 3 months |
2.0% | 2.0% | 2.0% |
| Past 12 months |
15.9% | 15.9% | 15.9% |
| Past 3 years |
5.0% | 5.0% | 5.0% |
| | | | |
| S&P 500 Price Performance |
| Past 3 months |
-0.7% | -0.7% | -0.7% |
| Past 12 months |
24.5% | 24.5% | 24.5% |
| Past 3 years |
-8.0% | -8.0% | -8.0% |
| How long has the current management handled the fund, and what do they charge? |
|---|
| Manager tenure |
13 | 2 | 3 |
| Front load |
3.8% | 0.0% | 4.5% |
| Deferred load |
0.0% | 0.0% | 0.0% |
| 12b-1 marketing fee |
0.3% | NA | 0.3% |
| Expense ratio |
1.23% | 0.19% | 0.80% |
| What is the fund's risk/reward profile? |
|---|
| Morningstar risk |
Above Average | High | High |
| Standard deviation |
7.15 | 6.91 | 10.66 |
| Sharpe ratio |
0.16 | 0.76 | 0.56 |
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