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Calvert Global Energy Solutions A CGAEX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 10.35  /  −0.48 %
  • Total Assets 159.5 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 0.86%
  • Turnover 42%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 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.

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.

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Portfolio Holdings CGAEX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Orsted A/S

1.02 1.6 Mil
Utilities

Eaton Corp PLC

0.94 1.5 Mil
Industrials

Fuji Electric Co Ltd

0.94 1.5 Mil
Industrials

Schneider Electric SE

0.93 1.5 Mil
Industrials

Hubbell Inc

0.92 1.4 Mil
Industrials

Siemens AG

0.90 1.4 Mil
Industrials

Enphase Energy Inc

0.90 1.4 Mil
Technology

Mitsubishi Electric Corp

0.89 1.4 Mil
Industrials

Trane Technologies PLC Class A

0.88 1.4 Mil
Industrials

Meridian Energy Ltd

0.88 1.4 Mil
Utilities