Calvert Mortgage Access Fund Class A
CMMAX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
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Forward Dividend Yield
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Price
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52-Week Low
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NAV
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1-Month High
52-Week Low
52-Week High
Company Information
Provider
Calvert Research and Management
Manager/Tenure
(Years)
(Years)
Alexander Payne (3), Andrew Szczurowski (3)
Website
Address
Calvert Research and Management
Washington DC - 20009-5727
Washington DC - 20009-5727
Country
United States
Phone Number
202-238-2200
Investment Strategy
The investment seeks total return. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in mortgage related assets, which include: agency residential mortgage-backed securities; non-agency residential mortgage backed securities; commercial mortgage-backed securities; asset-backed securities related to housing; whole loans, loans, loan participations, warehouse financing related to mortgages, mortgage servicing rights and similar mortgage-related instruments and derivatives that provide exposure to such investments. It is non-diversified.