CGBIX Mutual Fund

CGBIX Mutual Fund (Calvert Green Bond Fund Class I) is managed by Calvert. CGBIX expense ratio is 0.48%, holding 206 positions across sectors including Financials, Utilities, Information Technology. Inception date: 2013-10-31.

CGBIX performance shows a YTD return of -0.40%. The 1-year return is 2.57% and the 5-year return is -0.05%. CGBIX dividend yield stands at 3.52%, paid monthly.

CGBIX top holdings include Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (3.2%), 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%), Freddie Mac Pool 3.5 2035-01-01 (2.1%). 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.