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Calvert Global Energy Solutions Fund (CGAEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
11.92-0.14 (-1.16%)
As of 08:05AM EST. Market open.
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Calvert Global Energy Solutions Fund

Calvert Impact Fund Inc

4550 Montgomery Avenue Street 1000n

Bethesda, MD 20814

Management Information
Thomas C. Seto,Lead Manager since December 30, 2016
Thomas is responsible for all portfolio management and trading related to our equity strategies. Prior to joining Parametric in 1998, Thomas served as the head of US Equity Index investments at Barclays Global Investors. He earned an MBA in finance from the University of Chicago Booth School of Business and a BS in electrical engineering from the University of Washington.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Small/Mid Stock
Fund FamilyCalvert Research and Management
Net Assets185.32M
YTD Return7.81%
Yield0.65%
Morningstar Rating★★★★
Inception DateMay 30, 2007

Fund Operations

Last Dividend0.08
Last Cap Gain0.00
Holdings Turnover50.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCGAEXCategory Average
Annual Report Expense Ratio (net)0.99%1.26%
Prospectus Net Expense Ratio0.99%N/A
Prospectus Gross Expense Ratio1.42%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.25%5.21%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection934N/A
5 Yr Expense Projection1,244N/A
10 Yr Expense Projection2,123N/A
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