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Morningstar

Calvert Global Energy Solutions I CAEIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 10.62  /  +0.85 %
  • Total Assets 159.5 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Mid Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.11%
  • Turnover 42%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 PM GMT+0

Morningstar’s Analysis CAEIX

Will CAEIX 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 CAEIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAEIX 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 CAEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Calvert Global Energy Solutions I’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings CAEIX

More CAEIX 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