Morningstar

Calvert Global Energy Solutions Fund Class I CAEIX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $14.45  /  −2.03 %
  • Fund Size $173.4M
  • Adjusted Expense Ratio 0.990%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.67%
  • Turnover Ratio 45%
NAV and 1-Day Return as of

Morningstar’s Analysis CAEIX

Will CAEIX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calvert Global Energy Solutions I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings CAEIX

More CAEIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Iberdrola SA

1.10 2M
Utilities

NextEra Energy Inc

1.01 2M
Utilities

Constellation Energy Corp

0.97 2M
Utilities

SSE PLC

0.96 2M
Utilities

Neste OYJ

0.96 2M
Energy

EDP-Energias De Portugal SA

0.90 2M
Utilities

Msilf Government Portfolio Msilf Government Portfolio

0.87 2M
Cash and Equivalents

Eletrobras

0.87 2M
—

Grupo Concesionario Del Oeste SA Registered Shs -B- 1 Vote

0.76 1M
Industrials

Elia Group SA/NV

0.75 1M
Utilities

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