CGAFX Mutual Fund

CGAFX Mutual Fund (Calvert Green Bond Fund Class A) is managed by Calvert with $66.7M in net assets. CGAFX expense ratio is 0.73%, holding 192 positions across sectors including Financials, Utilities, Information Technology. Inception date: 2013-10-31.

CGAFX performance shows a YTD return of -1.10%. The 1-year return is -0.66% and the 5-year return is -0.07%. CGAFX dividend yield stands at 3.33%, paid monthly.

CGAFX top holdings include Kfw 4.38% Feb 28, 2034 (2.8%), 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 1.900000% 06/15/2028 Callable 04/15/2028 At 100.0000 (2.0%). Go to all CGAFX holdings, CGAFX sectors, or CGAFX dividends.

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