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Calvert Global Energy Solutions A (CGAEX)

14.11 +0.14 (+1.00%)
At close: 8:00:26 PM EST
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  • Previous Close 13.97
  • YTD Return 6.47%
  • Expense Ratio 1.24%
  • Category World Small/Mid Stock
  • Last Cap Gain -6.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 173.38M
  • Beta (5Y Monthly) 1.17
  • Yield 0.48%
  • 5y Average Return --
  • Holdings Turnover 45.00%
  • Last Dividend 0.07
  • Inception Date May 31, 2007

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 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.

Calvert Research and Management

Fund Family

World Small/Mid Stock

Fund Category

173.38M

Net Assets

2007-05-31

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is World Small/Mid Stock.

YTD Return

CGAEX
6.47%
Category
12.99%

1-Year Return

CGAEX
10.65%
Category
53.27%

3-Year Return

CGAEX
12.50%
Category
14.94%

5-Year Return

CGAEX
3.39%
Category
15.72%

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