CDICX

Active

Calvert Short Duration Income Fund

Category: US Bond (5,386 funds)

Expense Ratio
1.51%
Annual Cost per $10K
$151.00
30-Year Fee Drag per $10K
$26,425
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+5.29%

Asset Allocation

US Bond
82%
Intl Bond
16%
Cash
2%

Fee Comparison

CDICX
1.51%
US Bond average
0.76%
US Bond cheapest
0.00%
Index benchmark
0.03%

99% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+18.53%3Y
Compare to

Fee Impact Calculator

$
%
CDICX at 1.51%$248,490
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$132,123
Cost vs index fund−$128,934

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
CDICXCalvert Short Duration Income Fund1.51%
PIINXPIMCO Income Fund1.08%
VBTSXVANGUARD TOTAL BOND MARKET INDEX FUND
IIBAXVOYA INTERMEDIATE BOND FUND1.43%
JCBPXJPMorgan Core Bond Fund1.33%
ABNDXBond Fund of America1.04%
FBKWXFidelity Total Bond Fund0.75%
VBSSXVANGUARD SHORT-TERM BOND INDEX FUND
BAGSXBaird Aggregate Bond Fund0.55%
PTRAXPIMCO Total Return Fund0.76%
VIBSXVANGUARD INTERMEDIATE-TERM BOND INDEX FUND
BCOSXBaird Core Plus Bond Fund0.55%
DOXIXDodge & Cox Income Fund0.33%
CMBKXAmerican Funds Multi-Sector Income Fund0.70%
JCPPXJPMorgan Core Plus Bond Fund1.14%
PCRRXPIMCO CommodityRealReturn Strategy Fund1.25%
GIBRXGuggenheim Total Return Bond Fund0.49%
PTCIXPIMCO Long-Term Credit Bond Fund$1M min1.51%
CCBFXCapital Group Central Corporate Bond Fund
DCPAXBNY Mellon Core Plus Fund1.45%
VFICXVANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND0.20%
FIHAXFederated Hermes Institutional High Yield Bond Fund0.75%
VFSTXVANGUARD SHORT-TERM INVESTMENT-GRADE FUND0.07%
MHYSXNYLI MacKay High Yield Corporate Bond Fund0.56%
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND0.06%
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND0.06%
LGBNXLoomis Sayles Investment Grade Bond Fund0.44%
BIMSXBaird Intermediate Bond Fund0.55%
QCBMFXCollege Retirement Equities Fund - Core Bond Account
GAKPXGoldman Sachs Core Fixed Income Fund1.46%
FSMTXFidelity SAI Total Bond Fund0.29%
MRBBXMFS Total Return Bond Fund0.60%
TSRSXThornburg Strategic Income Fund0.53%
JDYRXPGIM High Yield Fund0.74%
PLSTXAristotle Strategic Income Fund0.94%
VWEAXVANGUARD HIGH-YIELD CORPORATE FUND0.22%
LDLVXLord Abbett Short Duration Income Fund0.32%
WACSXWestern Asset Core Bond Fund0.42%
FBNDFidelity Total Bond ETF0.36%
STYAXAllspring Core Plus Bond Fund0.67%
PGCAXPIMCO Investment Grade Credit Bond Fund1.34%
FBNDXFidelity Investment Grade Bond Fund0.75%
BSBSXBaird Short-Term Bond Fund0.55%
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF0.14%
FFRAXFidelity Advisor Floating Rate High Income Fund0.73%
IUSBiShares Core Universal USD Bond ETF0.06%
TSBBXNuveen Core Impact Bond Fund0.51%
PLIAXAristotle Core Income Fund0.85%
HIGFXAmerican High Income Trust0.32%
TRKZXT. Rowe Price High Yield Fund, Inc.0.60%
HYSAXPGIM Short Duration High Yield Income Fund1.00%
VPVTRDVPIMCO Total Return Portfolio0.79%
TRVZXT. Rowe Price New Income Fund, Inc.0.32%
PHYAXPIMCO High Yield Fund0.85%
UINCXVictory Income Fund0.84%
WAPSXWestern Asset Core Plus Bond Fund0.42%
APECXColumbia High Yield Bond Fund0.98%
EIBRXEaton Vance Income Fund of Boston0.66%
JGCGXJPMorgan Income Fund0.39%
JAFLXJanus Henderson Flexible Bond Portfolio$1M min0.82%
FGKNXFranklin Core Plus Bond Fund0.72%
GIKRXGuggenheim Limited Duration Fund0.46%
MWCPXTCW METWEST UNCONSTRAINED BOND FUND0.89%
PTFAXPIMCO RAE Fundamental Advantage PLUS Fund1.73%
BFCAXAmerican Funds Corporate Bond Fund1.48%
GGMPXGoldman Sachs High Yield Fund0.98%
BUBSXBaird Ultra Short Bond Fund0.40%
PSJIXShort-Term Income Fund0.63%
FCBAXFidelity Corporate Bond Fund0.77%
MDHEXNYLI MacKay Short Duration High Income Fund0.68%
TBPPXNuveen Core Plus Bond Fund0.45%
DDLDXDoubleLine Low Duration Bond Fund0.70%
FTHRXFidelity Intermediate Bond Fund0.45%
NERNXLoomis Sayles Core Plus Bond Fund0.39%
VCOBXVANGUARD CORE BOND FUND0.10%
CANEXAmerican Funds Strategic Bond Fund0.93%
ACHFXHigh Income Fund0.68%
TBBWXNuveen Core Bond Fund0.29%
CHIAXCredit Suisse Floating Rate High Income Fund0.95%
NRSIXNeuberger Berman Strategic Income Fund0.51%
VWESXVANGUARD LONG-TERM INVESTMENT-GRADE FUND0.21%
PWLBXPIMCO RAE Worldwide Long/Short PLUS Fund1.82%
VUBFXVANGUARD ULTRA-SHORT-TERM BOND FUND0.20%
BONDPIMCO Active Bond Exchange-Traded Fund0.54%
SSTHXAllspring Short-Term High Income Fund0.82%
ISIAXVOYA STRATEGIC INCOME OPPORTUNITIES FUND0.62%
JADFXJanus Henderson Flexible Bond Fund0.83%
PBFKXVictory Pioneer Bond Fund0.36%
FTSMFirst Trust Enhanced Short Maturity ETF0.25%
ACPSXInvesco Core Plus Bond Fund0.79%
PARRXPIMCO Real Return Fund0.75%
PIINCAMPIMCO Income Portfolio1.06%
VBLTXVANGUARD LONG-TERM BOND INDEX FUND
DGCAXNomura Corporate Bond Fund0.79%
CBORXCalvert Bond Fund0.46%
FTKFXFidelity Total Bond K6 Fund0.30%
DDCFXDoubleLine Core Fixed Income Fund0.50%
FANCXFidelity Short-Term Bond Fund0.50%
NHFIXHigh Yield Fixed Income Fund0.61%
FRERXFranklin Total Return Fund0.39%
CDSRXCalvert Short Duration Income Fund0.45%

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