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Calvert Global Energy Solutions Fund Class C (CGACX)

5.39
Net Asset Value
-0.37%
1 Day
-11.06%
Year-to-Date
Overall Morningstar Rating
Equity energy
Style or Category
No Load
Sales Expenses
2.73%
Expense Ratio
Low
Morningstar Risk Rating™
Investment Objective The investment seeks to track the performance of the Calvert Global Energy Research Index. The fund concentrates in the sustainable energy solutions industry and normally invests at least 80% of its net assets in equity securities of U.S. and non-U.S. companies whose main business is sustainable energy solutions. The underlying index is composed of companies that manage energy use in a sustainable manner or that are actively engaged in facilitating the transition to a more sustainable economy through the reduction of greenhouse gas emissions and the expanded use of renewable energy sources. The fund is non-diversified.

Performance

1 month-0.55% 3 years-8.56%
3 months-7.23% 5 years+0.23%
1 year-8.02% Since inception-10.56%
Data through --

Peer Comparisonvs. Equity energy

 CGACXCategory
Performance 5-yr return+0.23%+0.58%
Expense ratio2.73%1.51%
Risk 5 year sharpe ratio0.03-0.08
Net assets$88.8M$677.9M
Average market cap$3.4B$27.0B
Average P/E15.2--
Portfolio turnover89%89%

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Fund Management and Purchase Info

Fund familyCalvert Investments
Fund manager & tenureLaurie Webster / 0 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

International stock61.97%
U.S. stock35.69%
Fixed income2.13%
Cash0.21%
Other0.00%
Top 5 Sectors
Portfolio weighting
Hardware 33.67%
Industrial materials 30.38%
Utilities 26.94%
Consumer goods 4.25%
Consumer service 3.03%
Top 10 Holdings
Portfolio weighting
-- 1.23%
-- 1.11%
EMR Emerson Electric Co1.11%
-- 1.01%
-- 0.99%
-- 0.97%
TSLA Tesla0.96%
-- 0.96%
-- 0.96%
-- 0.96%