Calvert Global Energy Solutions A 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.
Calvert Global Energy Solutions Fund Class A CGAEX
- NAV / 1-Day Return 16.03 / −0.50 %
- Total Assets 195.9M
-
Adj. Expense Ratio
1.240%
- Expense Ratio 1.240%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Global Small/Mid Stock
- Investment Style Mid Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.42%
- Turnover 45%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CGAEX
Will CGAEX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CGAEX 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 CGAEX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 10.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Neste OYJ | 1.25 | 2M | Energy |
Bloom Energy Corp Class A | 1.09 | 2M | Industrials |
SSE PLC | 1.04 | 2M | Utilities |
Orsted AS | 1.02 | 2M | Utilities |
Delta Electronics Inc | 1.00 | 2M | Technology |
Boralex Inc Class A | 0.97 | 2M | Utilities |
EDP-Energias De Portugal SA | 0.97 | 2M | Utilities |
Ormat Technologies Inc | 0.94 | 2M | Utilities |
Elia Group SA/NV | 0.91 | 2M | Utilities |
LS INDUSTRIAL SYSTEMS CO LTD | 0.91 | 2M | Industrials |
United States