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Morningstar

Calvert Global Energy Solutions C CGACX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 9.79  /  −0.71 %
  • Total Assets 159.5 Mil
  • Adj. Expense Ratio
    1.990%
  • Expense Ratio 1.990%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.07%
  • Turnover 42%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CGACX

Will CGACX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CGACX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CGACX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CGACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Calvert Global Energy Solutions C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings CGACX

More CGACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Orsted A/S

1.02 1.6 Mil
Utilities

Eaton Corp PLC

0.94 1.5 Mil
Industrials

Fuji Electric Co Ltd

0.94 1.5 Mil
Industrials

Schneider Electric SE

0.93 1.5 Mil
Industrials

Hubbell Inc

0.92 1.4 Mil
Industrials

Siemens AG

0.90 1.4 Mil
Industrials

Enphase Energy Inc

0.90 1.4 Mil
Technology

Mitsubishi Electric Corp

0.89 1.4 Mil
Industrials

Trane Technologies PLC Class A

0.88 1.4 Mil
Industrials

Meridian Energy Ltd

0.88 1.4 Mil
Utilities