Calvert Green Bond Fund (CGBIX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CGBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CGBIX
CGBIX charges 0.48% annually. There are 41 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | CGBIX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | CGBIX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | CGBIX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | CGBIX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | CGBIX vs BCOIX |
Best Risk-Adjusted Alternatives to CGBIX
CGBIX has a PortfoliosLab risk / return rank of 30. There are 45 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | CGBIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | CGBIX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | CGBIX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | CGBIX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | CGBIX vs GUGAX |
Top Performing CGBIX Alternatives (YTD)
CGBIX is at 0.40% YTD. There are 83 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | CGBIX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | CGBIX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | CGBIX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | CGBIX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.21% | — | Sep 2007 | CGBIX vs SEATX |
Lowest Volatility Alternatives to CGBIX
CGBIX has 3.48% 1-year volatility. There are 14 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.04% | — | Jun 2017 | CGBIX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | CGBIX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | CGBIX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | CGBIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | CGBIX vs LCTIX |
Lowest Drawdown Alternatives to CGBIX
CGBIX has a 1-year max drawdown of -2.75%. There are 31 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | CGBIX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | CGBIX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | CGBIX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | CGBIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | CGBIX vs LCTIX |
Other Mutual Funds from Calvert Research and Management
The 10 most viewed Calvert Research and Management mutual funds shown here include CISIX, CSIEX, CDHIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 70 | 13.10% | — | Jun 2000 | CGBIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 1 | -9.20% | — | Aug 1987 | CGBIX vs CSIEX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 58 | 19.91% | — | Oct 2015 | CGBIX vs CDHIX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 53 | 12.35% | — | Jun 2015 | CGBIX vs CGJIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 98 | 1.34% | — | Oct 2006 | CGBIX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 69 | 15.07% | — | Jun 2015 | CGBIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 90 | 36.06% | — | Oct 2012 | CGBIX vs CVMIX | |
| Calvert Income Fund | Corporate Bonds | 35 | 0.59% | — | Oct 1982 | CGBIX vs CFICX | |
| Calvert Global Energy Solutions Fund | Global Equities | 89 | 23.10% | — | May 2007 | CGBIX vs CAEIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 49 | 0.60% | — | Jul 2001 | CGBIX vs CYBIX |
Often Compared With CGBIX
Investors most often compare CGBIX with SCHD, NPCT, CRFIX. These 10 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 80 | 19.01% | 94.95B | Oct 2011 | CGBIX vs SCHD | |
| Nuveen Core Plus Impact Fund | Intermediate Core-Plus Bond | 4 | 2.11% | — | Apr 2021 | CGBIX vs NPCT | |
| Calvert Focused Value Fund | Large Cap Value Equities | 43 | 11.46% | — | Apr 2022 | CGBIX vs CRFIX | |
| Metropolitan West Investment Grade Credit Fund | Intermediate Core-Plus Bond | 37 | 0.46% | — | Jun 2018 | CGBIX vs MWIGX | |
| TIAA-CREF Green Bond Fund | Intermediate Core-Plus Bond | 36 | 0.68% | — | Nov 2018 | CGBIX vs TGRNX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 20 | 0.16% | — | Dec 2007 | CGBIX vs BCPIX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 43 | 1.11% | — | Dec 2006 | CGBIX vs LMSMX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 38 | 1.25% | — | Jun 1993 | CGBIX vs TGLMX | |
| VY BrandywineGLOBAL - Bond Portfolio | Intermediate Core-Plus Bond | 43 | 0.96% | — | Feb 2015 | CGBIX vs VGSBX | |
| 1290 Diversified Bond Fund | Intermediate Core-Plus Bond | 27 | 1.96% | — | Jul 2015 | CGBIX vs TNUIX |
Compare CGBIX with Any Fund or Stock
Compare CGBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CGBIX with funds that move differently
Calvert Green Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CGBIX.
Explore CGBIX Diversifiers