About CAEIX
The Calvert Global Energy Solutions Fund Class I is a mutual fund focused on companies delivering sustainable energy solutions worldwide. Its primary objective is to closely track the performance of the Calvert Global Energy Research Index, investing at least 80% of its assets in equity securities of U.S. and international firms whose main business activities promote the transition to a low-carbon economy. This includes enterprises involved in renewable energy, energy efficiency, and other initiatives aimed at reducing greenhouse gas emissions.
Concentrated in the sustainable energy sector, the fund’s portfolio spans a mix of mid-cap and small-cap companies across industries such as technology, utilities, and industrials, featuring names like First Solar, Siemens Energy, and Brookfield Renewable Partners. As an index-oriented vehicle, the fund uses a replication strategy to mirror its benchmark’s holdings and sector weights. Calvert combines this approach with its proprietary environmental, social, and governance (ESG) research, emphasizing responsible investment practices and corporate engagement to encourage positive change.
The Calvert Global Energy Solutions Fund Class I serves institutional investors seeking diversified exposure to companies driving advancements in global clean energy and sustainability.
Fund Family Calvert Research and Management
Category World Small/Mid Stock
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol CAEIX
Share Class Class I
Index MSCI AC World NR USD
CAEIX had a total return of 2.29% in the past year, including dividends. Since the fund's
inception, the average annual return has been 0.65%.
