Calvert Green Bond FundCBGRX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$822.0M
Expense ratio
0.43%
1-year return
+4.7%
3 years, a year
+4.4%
5 years, a year
+0.5%
Holdings
206
What it aims to do.
The Funds investment objective is to seek to maximize income, to the extent consistent with preservation of capital, primarily through investment in bonds.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Morgan Stanley & Co. LLC | 3.19% |
| Kfw | 2.76% |
| FHLMC Multifamily Structured Pass Through Certs. | 2.39% |
| FHLMC Multifamily Structured Pass Through Certs. | 2.16% |
| Freddie Mac | 2.08% |
| Nextera Energy Capital | 1.96% |
| AAPL Apple Inc | 1.75% |
| F Ford Motor Company | 1.60% |
| Freddie Mac | 1.59% |
| Fannie Mae | 1.52% |
More on CBGRX.
- CBGRX overview
- CBGRX holdings
- CBGRX risk
- CBGRX costs
- CBGRX money in and out
- CBGRX share classes
- Compare CBGRX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.