CGBIX Mutual Fund

CGBIX Mutual Fund (Calvert Green Bond Fund Class I) is managed by Calvert. CGBIX expense ratio is 0.48%, holding 195 positions across sectors including Financials, Utilities, Information Technology. Inception date: 2013-10-31.

CGBIX performance shows a YTD return of -0.02%. The 1-year return is 1.79% and the 5-year return is 0.08%. CGBIX dividend yield stands at 3.83%, paid monthly.

CGBIX 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 CGBIX holdings, CGBIX sectors, or CGBIX dividends.

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