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Calvert Global Energy Solutions C (CGACX)

9.68 -0.01 (-0.10%)
At close: 8:05 AM EDT
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DELL
  • Previous Close 9.69
  • YTD Return -3.30%
  • Expense Ratio 1.99%
  • Category World Small/Mid Stock
  • Last Cap Gain -27.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 159.49M
  • Beta (5Y Monthly) 1.26
  • Yield 0.07%
  • 5y Average Return --
  • Holdings Turnover 42.00%
  • Last Dividend 0.01
  • Inception Date Jul 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

159.49M

Net Assets

2007-07-31

Inception Date

Performance Overview: CGACX

Trailing returns as of 4/18/2024. Category is World Small/Mid Stock.

YTD Return

CGACX
3.30%
Category
12.99%
 

1-Year Return

CGACX
6.57%
Category
53.27%
 

3-Year Return

CGACX
4.66%
Category
14.94%
 

5-Year Return

CGACX
10.22%
Category
15.72%
 

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Holdings: CGACX

Top 10 Holdings (9.20% of Total Assets)

SymbolCompany% Assets
ORSTED.CO
Ørsted A/S 1.02%
ETN
Eaton Corporation plc 0.94%
6504.T
Fuji Electric Co., Ltd. 0.94%
SU.PA
Schneider Electric S.E. 0.93%
HUBB
Hubbell Incorporated 0.92%
SIE.DE
Siemens Aktiengesellschaft 0.90%
ENPH
Enphase Energy, Inc. 0.90%
6503.T
Mitsubishi Electric Corporation 0.89%
TT
Trane Technologies plc 0.88%
MEL.NZ
Meridian Energy Limited 0.88%

Sector Weightings

SectorCGACX
Industrials   42.22%
Utilities   22.64%
Technology   16.52%
Real Estate   2.76%
Energy   0.41%
Healthcare   0.00%

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