Calvert Global Alternative Energy A
4550 Montgomery Avenue Suite 1000n Bethesda MD 20814
Map
Phone: 800-368-2745
| Category: | Equity Energy | | Fund Family: | Calvert | | Net Assets: | 188.52M | | Year-to-Date Return: | 19.24% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-May-07 |
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Jens Peers
Lead Manager since
31-May-07 | | | Peers was appointed Head of Eco Funds in July 2003, having worked as a financial analyst covering insurance and real estate stocks in KBCAM Brussels since 2001. He spent three years working with KBC Bank as an account manager. Peers has completed the CEFA (Certified European Financial Analyst) qualification. Jens Peers is a CFA charter-holder. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests 80% of net assets (including borrowings for investment purposes) in equity securities of U.S. and non-U.S. companies whose main business is alternative energy or are significantly involved in the alternative energy sector. It invests in securities of all market capitalizations. The fund may also invest in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs"). It's nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 54.00% | | Average for Category:
| 104.17% |
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| Expense | CGAEX | Category
Avg | | Total Expense Ratio: | %
| 1.72% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 4.75%
| 5.11% | | Max Deferred Sales Load: | %
| 2.75% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $680 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,033 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,038 |
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