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Calvert Global Energy Solutions Fund Class A (CGAEX)

Net Asset Value
1 Day
Overall Morningstar Rating
Equity energy
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities of U.S. and non-U.S. companies whose main business is sustainable energy solutions or that are significantly involved in the sustainable energy solutions sector. It is non-diversified.


1 month+0.49% 3 years-4.03%
3 months+11.23% 5 years+1.70%
1 year+6.26% Since inception-8.95%
Data through --

Peer Comparisonvs. Equity energy

Performance 5-yr return+1.70%-6.61%
Expense ratio1.98%1.51%
Risk 5 year sharpe ratio0.00-0.06
Net assets$94.0M$677.0M
Average market cap$2.8B$27.9B
Average P/E18.2--
Portfolio turnover99%99%

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Fund Management and Purchase Info

Fund familyCalvert Investments
Fund manager & tenureTreasa Chonghaile / 9 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


International stock45.35%
U.S. stock45.04%
Fixed income5.37%
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
-- 5.76%
CVA Covanta Holding Corp5.42%
-- 4.58%
-- 4.12%
-- 3.65%
-- 3.47%
DLPH Delphi Automotive PLC3.25%
SPWR SunPower Corp3.20%
ETN Eaton Corporation PLC3.09%
-- 3.08%