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Calvert Global Energy Solutions A (CGAEX)

14.11 +0.14 (+1.00%)
At close: 8:00:26 PM EST

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • TradeStation Securities
  • Mutual Of Omaha Investor Services Inc
  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Pruco Securities, LLC
  • E TRADE Financial
  • American Trust Custody
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Scottrade Load
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • Vanguard
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fifth Third Securities, Inc.
  • LPL SAM Eligible
  • Nationwide Retirement Innovator
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
  • Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
  • Nationwide Retirement Resource
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • Ameriprise SPS Advantage
  • CommonWealth Core
  • Vanguard NTF
  • ETrade No Load Fee
  • Raymond James
  • Raymond James WRAP Eligible
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • FTJ FundChoice
  • Bear Stearns Load-Waived NTF
  • WFA MF Advisory Updated 9.2.26
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Sterne, Agee & Leach, Inc.,
  • ING Financial Ptnrs PAM and PRIME Approv
  • Ameritas NTFN
  • Ameritas NTF P
  • Firstrade
  • Scottrade TF
  • Standard Retirement Services, Inc.
  • Ameriprise Financial
  • Prudential Retail
  • TIAA-CREF Brokerage Services
  • Fidelity Advisor 401(k) I Shares
  • Fidelity Advisor 401(k) ACT Shares
  • Thrivent – Advisory Eligible
  • Pershing FundVest NTF
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • Trade PMR NTF
  • SB Pychx OFS A
  • DWS Retirement Sevs Investment Offerings
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • Met Life Resources MFSP Alliance List
  • ADP Access
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD-WAIVED NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Trust Company of America
  • TIAA-CREF NTF
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 9.2.26
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Waddell & Reed Choice MAP Flex
  • E-Plan Services, Inc.
  • H Beck Inc.
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Vanguard Load
  • Vanguard Load-Waived
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • Nationwide Retirement Flexible Advantage
  • Smith Barney Portfolio Manager
  • Merrill Edge
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • PAS
  • Fidelity Advisor 401(k) A Shares
  • Cetera Financial Specialist LLC – Premier, mAA Advisor
  • LPL SWM
  • Schwab Advisor Services All Funds Available
  • Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
  • Fidelity Advisor 401(k) C Shares
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • Prudential Advisors Command
  • HD Vest
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • ADP Advisor Access Tier 2
  • LPL Brokerage Availability
  • Thrivent – Retail Eligible
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement
  • Schwab Advisor Services Transaction-Fee Funds
  • Schwab (Non Transaction Fee)
  • Schwab Advisor Services Load-Waived Funds
  • Schwab Advisor Services Funds for Transfer, Custody and Redemption Only
  • Schwab Advisor Services Index Funds

Fund Summary

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.

Fund Overview

Category World Small/Mid Stock
Fund Family Calvert Research and Management
Net Assets 173.38M
YTD Return 6.47%
Yield 0.48%
Morningstar Rating
Inception Date May 31, 2007

Performance & Risk

YTD Return 1.60%
5y Average Return 0.83%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

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