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Calvert Global Energy Solutions Fund Class A (CGAEX)

Net Asset Value
1 Day
Overall Morningstar Rating
World small/mid stock
Style or Category
Sales Expenses
Expense Ratio
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.


1 month-0.81% 3 years+4.08%
3 months+3.08% 5 years+6.65%
1 year+24.55% Since inception-6.07%
Data through --

Peer Comparisonvs. World small/mid stock

Performance 5-yr return+6.65%+11.62%
Expense ratio1.81%1.45%
Risk 5 year sharpe ratio0.561.03
Net assets$88.8M$1.4B
Average market cap$4.1B$4.5B
Average P/E16.921.9
Portfolio turnover133%133%

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Fund Management and Purchase Info

Fund familyCalvert Investments
Fund manager & tenureJade Huang / 1 Years
Minimal initial investment$5,000.00
Minimum IRA investment$2,000.00


International stock68.12%
U.S. stock29.20%
Fixed income2.47%
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
-- 1.93%
-- 1.10%
-- 1.07%
ROK Rockwell Automation Inc1.01%
-- 0.98%
-- 0.96%
ETN Eaton Corporation PLC0.95%
CREE Cree Inc0.95%
-- 0.95%
-- 0.95%