Nasdaq - Delayed Quote USD

Calvert Global Real Estate I (CGEIX)

7.93 +0.02 (+0.25%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
0.5
Min Subsequent Investment
50
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

Under normal circumstances, at least 80% of the fund’s assets (plus any borrowings for investment purposes) will be invested in securities of companies in the real estate industry, including REITs, REOCs, foreign real estate companies, companies with substantial real estate-related holdings and/or companies whose products or services are related to the real estate industry, including, but not limited to, real estate management, brokers and building products, and property technology companies. It is non-diversified.

Fund Overview

Category Global Real Estate
Fund Family Calvert Research and Management
Net Assets 5.31M
YTD Return 0.07%
Yield 2.48%
Morningstar Rating --
Inception Date Apr 29, 2022

Performance & Risk

YTD Return -6.09%
5y Average Return 0.00%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

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