Calvert Global Energy Solutions Fund Class A

 (MUTF:CGAEX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.84%  
1 week   +0.14%
   
4 week   +1.29%
   
3 month   +5.69%
   
YTD   +6.01%
   
1 year
   
-6.49%  
3 years*   +5.99%
   
5 years*
   
-4.08%  
*annualized
Best 3 month return+42.23%  
Worst 3 month return-55.07%  

Morningstar statistics

Morningstar category: Equity Energy
  Return Risk Rating
3 years High Below Average
5 years Below Average Below Average
10 years     -     - -
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets97.19M 
Front load4.75%  
Deferred load-  
Expense ratio1.85%  
Management fee-  
Fund familyCalvert Investments 

Asset allocation

Cash0.00%  
Stocks91.36%  
Bonds0.00%  
Other8.64%  

Purchase information

Initial$2,000  
Additional$250  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$50  
7.05-0.01(-0.14%)
Mar 27, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities of U.S. and non-U.S. companies whose main business is sustainable energy solutions or that are significantly involved in the sustainable energy solutions sector. It has sustainable and socially responsible investment criteria that reflect specific types of companies in which the fund seeks to invest and seeks to avoid investing. The fund is non-diversified.
Fund filings (PDF) »
Asset managers:
Colm O'Connor (Started: Jan 31, 2009)
Treasa Chonghaile (Started: May 31, 2007)
Advisor Company:
Calvert Investment Management, Inc.
Fund family reports on Morningstar »
Calvert Investments, Inc., 4550 Montgomery Ave. Suite 1000N., Bethesda, MD 20814, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -23.15 -8.09 -16.14     -
Beta* 1.95 1.32 1.38     -
Mean annual return -0.70 0.60 -0.05     -
R-squared* 90.22 68.41 79.49     -
Standard deviation 16.84 16.72 22.52     -
Sharpe ratio -0.50 0.42 -0.03     -
* Against standard index

Top 10 holdings

Security Net Assets  
SunPower Corp (SPWR) 5.06%  
Johnson Controls Inc (JCI) 4.97%  
Canadian Solar Inc (CSIQ) 4.42%  
Capital Stage AG (CAP) 4.25%  
Covanta Holding Corp (CVA) 3.59%  
First Solar Inc (FSLR) 3.53%  
Zumtobel Group AG (ZMTBF) 3.37%  
Greencoat UK Wind (UKW) 3.25%  
Eaton Corp PLC (ETN) 3.17%  
Cosan Ltd (CZZ) 3.09%