Vishal Khanduja - Calvert Income Fund Manager
| CFICX Fund | USD 14.57 0.04 0.28% |
ISHAL KHANDUJA, CFA, Portfolio Manager. Veermata Jijabai Technology Institute, Mumbai, India, Bachelor of Engineering Henry B. Tippie School of Management, University of Iowa, M.B.A. Mr. Khanduja joined Calvert in July, 2012 and brings strong portfolio management experience in quantitative modeling, risk management, portfolio risk and performance attribution. Prior to joining Calvert, he served as portfolio manager with Columbia Management on the Global Rates and Currency team. Prior to Columbia Management Mr. Vishal was an Associate Director with Galliard Capital Management.
| Phone | 800-368-2745 |
Calvert Income Management Performance (%)
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Calvert Me Fund Leadership Team
Elected by the shareholders, the Calvert Income's board of directors comprises two types of representatives: Calvert Income inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Calvert. The board's role is to monitor Calvert Income's management team and ensure that shareholders' interests are well served. Calvert Income's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Calvert Income's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Brian Ellis, Fund Manager | ||
| Vishal Khanduja, Fund Manager |
Calvert Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Calvert Income a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Total Asset | 193.48 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 0.30 % | |||
| One Year Return | 3.25 % | |||
| Three Year Return | (2.55) % | |||
| Five Year Return | 1.45 % | |||
| Ten Year Return | 3.75 % | |||
| Net Asset | 696.48 M | |||
| Last Dividend Paid | 0.04 | |||
| Cash Position Weight | 3.12 % |
Pair Trading with Calvert Income
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Calvert Income position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Calvert Income will appreciate offsetting losses from the drop in the long position's value.Moving together with Calvert Mutual Fund
| 0.93 | CDICX | Calvert Short Duration | PairCorr |
| 0.83 | CDSRX | Calvert Short Duration | PairCorr |
The ability to find closely correlated positions to Calvert Income could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Calvert Income when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Calvert Income - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Calvert Income Fund to buy it.
The correlation of Calvert Income is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Calvert Income moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calvert Me Fund moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Calvert Income can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Calvert Income Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Calvert Me Fund information on this page should be used as a complementary analysis to other Calvert Income's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.