CBGRX Mutual Fund

CBGRX Mutual Fund (Calvert Green Bond Fund Class R6) is managed by Calvert. CBGRX expense ratio is 0.43%, holding 195 positions across sectors including Financials, Utilities, Information Technology. Inception date: 2019-02-01.

CBGRX performance shows a YTD return of 0.01%. The 1-year return is 1.84% and the 5-year return is 0.17%. CBGRX dividend yield stands at 3.88%, paid monthly.

CBGRX top holdings include Kfw 4.38% Feb 28, 2034 (2.7%), Freddie Mac Multifamily Struct Fhms Kg08 A2 (2.4%), Fhlmc 1.487 2030-11-25 (2.2%), Fannie Mae-aces (2.1%), Nextera Energy Capital Holdings Inc. 1.90% 06-15-2028 (2.0%). Go to all CBGRX holdings, CBGRX sectors, or CBGRX dividends.

CBGRX can be compared against other funds. Use CBGRX overlap to find shared positions, or CBGRX vs another fund for a side-by-side view. CBGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.