About CBGRX
Calvert Green Bond Fund Class R6 is a diversified mutual fund that primarily invests in bonds designated as 'green'—debt instruments intended to fund environmental projects or climate solutions. Its core objective is to maximize income while preserving capital, mainly by allocating at least 80% of its assets to green bonds of any maturity. The portfolio includes U.S. dollar-denominated, investment grade fixed income securities such as corporate, project, and government bonds. Distinctively, the fund’s investment process is guided by the Calvert Principles for Responsible Investment, ensuring that financial analysis is paired with rigorous environmental and social screening. The fund spans multiple sectors, targeting issuers that provide products or services promoting environmental sustainability or demonstrate leadership in managing material environmental issues. With a commitment to monthly income distribution, relatively low expenses for its share class, and a focus on climate and environmental impact, Calvert Green Bond Fund Class R6 serves institutional investors seeking to align fixed income exposure with responsible and sustainable investment practices.
Fund Family Calvert Research and Management
Category Intermediate Core Bond
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CBGRX
Share Class Class R6
Index Index is not available on Lipper Database
CBGRX had a total return of -1.64% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.56%.
