Skip to Content
Morningstar

Calvert Global Energy Solutions C CGACX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 9.96  /  0.10 %
  • Total Assets 175.9 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 —
  • Turnover 43%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CGACX

More CGACX Holdings
  • Current Portfolio Date
  • Equity Holdings 164
  • Bond Holdings 1
  • Other Holdings 19
  • % Assets in Top 10 Holdings 9.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

XPeng Inc ADR

1.36
2,603,536
Consumer Cyclical

NIO Inc ADR

1.15
2,197,554
Consumer Cyclical

Tesla Inc

1.05
2,008,132
Consumer Cyclical

ON Semiconductor Corp

0.91
1,737,038
Technology

Plug Power Inc

0.89
1,699,814
Industrials

Orsted A/S

0.81
1,541,202
Utilities

Wolfspeed Inc

0.80
1,529,671
Technology

Vicor Corp

0.80
1,524,854
Technology

Eaton Corp PLC

0.79
1,506,638
Industrials

Trane Technologies PLC Class A

0.78
1,487,224
Industrials