The investment seeks to maximize income, to the extent consistent with preservation of capital, through investment in short-term bonds and income-producing securities.
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in a portfolio of floating-rate securities (e.g., corporate floating-rate securities) and securities with durations of less than or equal to one year. Under normal circumstances, the fund’s average portfolio duration will be less than one year.
Company profile
Ticker
CRUSC
Website
Employees
Location
Fiscal year end
Former names
CALVERT TAX FREE RESERVES
SEC CIK
IRS number
526211999
CRUSC stock data
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
8 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
26 Feb 24
N-CEN
Annual report (registered investment company)
7 Dec 23
N-CSR
Certified annual shareholder report (management investment company)
27 Nov 23
POS EX
Additional exhibits for listing
26 Sep 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
24 Aug 23
N-PX
Annual report of proxy voting record
23 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
25 May 23
DEFA14A
Additional proxy soliciting materials
11 Apr 23
CORRESP
Correspondence with SEC
6 Apr 23
Latest ownership filings
NPORT-P
Monthly portfolio investment report
28 Feb 24
NPORT-P
Monthly portfolio investment report
28 Feb 24
NPORT-P
Monthly portfolio investment report
28 Feb 24
NPORT-P
Calvert Small/Mid-Cap Fund (Dec 2023 report)
2 Feb 24
NPORT-P
Calvert Flexible Bond Fund (Dec 2023 report)
2 Feb 24
NPORT-P
Calvert Global Real Estate Fund (Dec 2023 report)
2 Feb 24
NPORT-P
Calvert Emerging Markets Focused Growth Fund (Dec 2023 report)
2 Feb 24
NPORT-P
Monthly portfolio investment report
2 Feb 24
NPORT-P
Calvert Responsible Municipal Income Fund (Sep 2023 report)
29 Nov 23
NPORT-P
Calvert Global Real Estate Fund (Sep 2023 report)
29 Nov 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Calvert Emerging Markets Focused Growth Fund | – | -2.75 | 11.47 | 4.36 | 5.67 mm | 38 | Dec 2023 |
Calvert Flexible Bond Fund | CUBAX, CUBCX, CUBIX, CUBRX | -0.62 | 2.92 | 2.35 | 408.81 mm | 280 | Dec 2023 |
Calvert Floating-Rate Advantage Fund | CFOAX, CFOIX, CFORX | 1.46 | 1.10 | 0.49 | 103.99 mm | 287 | Sep 2023 |
Calvert Global Equity Fund | – | 7.60 mm | 44 | Sep 2023 | |||
Calvert Global Real Estate Fund | CGRRX, CGRAX, CGECX, CGEIX | -2.59 | 10.74 | 7.61 | 5.12 mm | 66 | Dec 2023 |
Calvert Global Small-Cap Equity Fund | – | 24.21 mm | 135 | Sep 2023 | |||
Calvert Responsible Municipal Income Fund | CTTLX, CTTCX, CTTIX | 0.27 | -1.17 | -2.58 | 453.72 mm | 256 | Sep 2023 |
Calvert Small/Mid-Cap Fund | – | -5.03 | 9.17 | 7.06 | 61.27 mm | 72 | Dec 2023 |