About CGAFX
Calvert Green Bond Fund Class A is a mutual fund focused on generating income while preserving capital, primarily by investing in a diversified portfolio of bonds. The fund is distinguished by its commitment to environmental sustainability: it invests at least 80% of its assets in 'green' bonds, which include securities supporting environmental projects or issued by companies providing environmental solutions. Its holdings span investment-grade debt securities, securitized assets, and government-related bonds, with particular attention to issuers actively reducing their environmental footprint or demonstrating leadership in environmental practices. The fund uses the Calvert Principles for Responsible Investment, integrating environmental, social, and governance (ESG) analysis into its selection and engagement processes. With an average effective maturity of around 5.7 years and moderate interest rate sensitivity, it aligns with the intermediate core bond category. By channeling capital towards sustainability-driven projects and issuers, the Calvert Green Bond Fund Class A plays a notable role in the market for responsible fixed income investing, attracting investors seeking to support environmental change within a traditional bond portfolio structure.
Fund Family Calvert Research and Management
Category Intermediate Core Bond
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CGAFX
Share Class Class A
Index Index is not available on Lipper Database
CGAFX had a total return of -1.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.64%.
