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$14.61  /  +0.83%
  • Fund Size$164.7M
  • Adjusted Expense Ratio0.990%
  • Net Expense Ratio0.990%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryAlternative Energy
  • Equity Style Box (Funds)Mid Blend
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield0.71%
  • Turnover Ratio45%
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 Holdings9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Iberdrola SA

1.072M
Utilities

NextEra Energy Inc

1.002M
Utilities

Constellation Energy Corp

0.952M
Utilities

Eletrobras

0.952M
—

SSE PLC

0.952M
Utilities

EDP-Energias De Portugal SA

0.882M
Utilities

Neste OYJ

0.872M
Energy

Bloom Energy Corp Class A

0.861M
Industrials

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

0.821M
Industrials

Orsted AS

0.801M
Utilities

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