CGBIX – Calvert Green Bond I Investment Strategy | Morningstar

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Strategy

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 debt securities, as assessed at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CGBIX	Calvert Green Bond Fund Class I	Institutional	Open			Oct 31, 2013	$670.11M	0.480%	Average	$1M	$6.31M
CGAFX	Calvert Green Bond Fund Class A	Front Load	Open			Oct 31, 2013	$66.67M	0.730%	Below Average	$1,000	−$5.52M
CBGRX	Calvert Green Bond Fund Class R6	Retirement, Large	Open			Feb 1, 2019	$39.60M	0.430%	Above Average	$5M	−$2.76M

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