About CGAEX
The Calvert Global Energy Solutions Fund Class A is a mutual fund focused on providing exposure to companies that are significantly involved in global energy-related business activities, with a particular emphasis on sustainable energy solutions. Its primary objective is to track the performance of the Calvert Global Energy Research Index, utilizing a replication investment strategy that closely mirrors the index’s holdings and sector allocations. The fund invests across a diversified basket of global equities, representing over 170 companies from more than 30 countries, and encompasses a range of sectors including renewable energy production, energy technology, energy efficiency, and innovative energy use.
A distinguishing characteristic of the fund is its commitment to responsible investing, adhering to the Calvert Principles for Responsible Investment to identify businesses that address pressing global energy challenges. The portfolio is notably weighted towards international holdings, with significant representation from Europe, North America, and the Asia-Pacific region. By concentrating on the sustainable energy industry, the fund plays a key role in supporting the transition to cleaner and more efficient energy systems, making it relevant for investors seeking broad exposure to the evolving energy landscape and environmental stewardship themes.
Fund Family Calvert Research and Management
Category World Small/Mid Stock
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CGAEX
Share Class Class A
Index MSCI AC World NR USD
CGAEX had a total return of 21.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 0.80%.
