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Morningstar

Calvert Global Energy Solutions A CGAEX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 11.13  /  +1.27 %
  • Total Assets 152.2 Mil
  • 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 0.87%
  • Turnover 42%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CGAEX

Will CGAEX 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 CGAEX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

Calvert Global Energy Solutions A’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CGAEX

More CGAEX Holdings
  • 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

First Solar Inc

1.23 2.0 Mil
Technology

Siemens Energy AG ADR

1.15 1.9 Mil
Industrials

Neoen SA

1.11 1.8 Mil
Utilities

Bloom Energy Corp Class A

1.01 1.7 Mil
Industrials

Encavis AG

1.01 1.7 Mil
Utilities

Brookfield Renewable Partners LP

0.97 1.6 Mil
Utilities

Brookfield Renewable Corp Ordinary Shares - Class A (Sub Voting)

0.95 1.6 Mil
Utilities

Orsted A/S

0.89 1.5 Mil
Utilities

Clearway Energy Inc Class C

0.89 1.5 Mil
Utilities

EDP Renovaveis SA

0.88 1.4 Mil
Utilities