Morningstar

Calvert Ultra-Short Investment Grade ETF CVSB

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub

Morningstar’s Analysis CVSB

Will CVSB outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CVSB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CVSB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CVSB’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calvert Ultra-Short Investment Grade ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CVSB

More CVSB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Instl Lqudty Govt Instl

6.97 19M
Cash and Equivalents

United States Treasury Notes 3.25%

3.75 10M
Government

United States Treasury Notes 4.125%

3.47 9M
Government

Bank of America Corp. 4.948%

2.47 7M
Corporate

JPMorgan Chase & Co. 5.04%

2.37 6M
Corporate

Citigroup Inc. 3.07%

2.03 6M
Corporate

Truist Bank (North Carolina) 4.42%

1.42 4M
Corporate

Wells Fargo & Co. 3.584%

1.40 4M
Corporate

Royal Bank of Canada 4.652%

1.32 4M
Corporate

EPR Properties 4.5%

1.02 3M
Corporate

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