Nasdaq - Delayed Quote
USD
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 |
