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Calvert Global Energy Solutions I CAEIX

Quantitative rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 12.12  /  1.14 %
  • Total Assets 191.1 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 1,000,000
  • Status Open
  • TTM Yield 0.78%
  • Turnover 43%

Morningstar’s Analysis CAEIX

Will CAEIX outperform in future?

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

Summary

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Increased confidence in Calvert Global Energy Solutions I's prospects relative to its Morningstar Category peers results in an upgrade in this strategy's Morningstar Quantitative Rating to Bronze from Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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