CGLIX Mutual Fund

NAV$18.55

Fund Essentials

Net Assets
-
Expense Ratio
0.89%
Dividend Yield (Current)
9.50%
Holdings
44
Inception Date
Sep 18, 2023
Fund Family
Calvert
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+2.23%
1 Year+24.46%

Asset Allocation

Stocks: 99.87%
Other: 0.12%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
9.50%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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CGLIX Mutual Fund Overview

CGLIX Mutual Fund (Calvert Global Equity Fund Class I) is managed by Calvert. CGLIX expense ratio is 0.89%, holding 44 positions across various sectors. Inception date: 2023-09-18.

CGLIX performance shows a YTD return of 2.23%. The 1-year return is 24.46%. CGLIX dividend yield stands at 9.50%, paid annually.

CGLIX top holdings include a diversified portfolio. View all CGLIX holdings, sector breakdown, or dividend history.

CGLIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CGLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.