Calvert Green Bond Fund Class A

 (MUTF:CGAFX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.13%
   
1 week   +0.60%
   
4 week   +0.21%
   
3 month   +1.25%
   
YTD   +0.83%
   
1 year   +2.64%
   
3 years*   +2.58%
   
5 years*   -  
*annualized
Best 3 month return+2.92%  
Worst 3 month return-2.09%  

Morningstar statistics

Morningstar category: Intermediate-Term Bond
  Return Risk Rating
3 years Average Below Average
5 years     -     - -
10 years     -     - -
Overall Average Below Average

Key statistics

Total assets67.21M 
Front load3.75%  
Deferred load-  
Expense ratio0.88%  
Management fee-  
Fund familyCalvert Investments 

Asset allocation

Cash-3.14%  
Stocks0.00%  
Bonds102.43%  
Other0.70%  

Purchase information

Initial$2,000  
Additional$250  
IRA Initial$1,000  
AIP Initial$2,000  
AIP Additional$50  
15.18+0.02(0.13%)
Mar 21, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to maximize income, to the extent consistent with preservation of capital, primarily through investment in bonds. Under normal circumstances, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in "green" bonds. Bonds include debt securities of any maturity. It typically invests at least 65% of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase.
Fund filings (PDF) »
Asset managers:
Vishal Khanduja (Started: Oct 31, 2013)
Brian Ellis (Started: Nov 30, 2015)
Advisor Company:
Calvert Research and Management
Fund family reports on Morningstar »
Calvert Investments, Inc., 4550 Montgomery Ave. Suite 1000N., Bethesda, MD 20814, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 1.85 0.36     -     -
Beta* 0.75 0.81     -     -
Mean annual return 0.25 0.21     -     -
R-squared* 96.63 94.11     -     -
Standard deviation 2.66 2.46     -     -
Sharpe ratio 1.00 0.96     -     -
* Against standard index

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