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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 10.55  /  +1.34 %
  • Total Assets 152.6 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 May 09, 2024 | 1-Day Return as of May 09, 2024, 10:11 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 8.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Encavis AG

1.04 1.7 Mil
Utilities

Orsted A/S

0.85 1.4 Mil
Utilities

Delta Electronics Inc

0.85 1.3 Mil
Technology

Brookfield Renewable Partners LP

0.83 1.3 Mil
Utilities

Algonquin Power & Utilities Corp

0.82 1.3 Mil
Utilities

Infratil Ltd

0.82 1.3 Mil
Utilities

Siemens Energy AG ADR

0.82 1.3 Mil
Industrials

Hubbell Inc

0.81 1.3 Mil
Industrials

Mitsubishi Electric Corp

0.81 1.3 Mil
Industrials

First Solar Inc

0.80 1.3 Mil
Technology