CBORX Mutual Fund

CBORX Mutual Fund (Calvert Bond Fund Class R6) is managed by Calvert with $48.9M in net assets. CBORX expense ratio is 0.46%, holding 505 positions across sectors including Financials, Consumer Discretionary, Real Estate. Inception date: 2017-10-03.

CBORX performance shows a YTD return of -0.50%. The 1-year return is 3.02% and the 5-year return is 0.72%. CBORX dividend yield stands at 4.24%, paid monthly.

CBORX top holdings include Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (11.3%), Single Family Mortgage 5 04/14/2051 (8.4%), Us Treasury N/B 4 11/15/2042 (4.1%), Us Treasury N/B 11/30 3.5 (3.9%), Treasury Note 1.50% 11/30/2028 (3.7%). Go to all CBORX holdings, CBORX sectors, or CBORX dividends.

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