About CGLIX
The Calvert Global Equity Fund Class I is an actively managed mutual fund focused on achieving long-term capital appreciation through investments in a concentrated and diversified portfolio of high- and improving-quality companies worldwide. The fund employs a bottom-up investment process, targeting businesses with sustainable models and a demonstrated ability to deliver high growth, robust gross margins, and improving financial characteristics. Notably, the fund integrates environmental, social, and governance (ESG) criteria into its selection process, emphasizing companies that effectively manage material ESG risks and opportunities. Its holdings frequently include globally recognized leaders in technology, healthcare, and consumer sectors, such as Microsoft, Amazon.com, and Nestlé. The fund is managed with a disciplined approach aimed at both financial performance and responsible corporate behavior, reflecting its commitment to sustainable investing. With a relatively high minimum investment requirement, it is designed for institutional or sophisticated investors seeking global equity exposure with an ESG focus, and it plays a significant role in portfolios prioritizing both growth and sustainability considerations.
Category World Large-Stock Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CGLIX
CGLIX had a total return of 19.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.87%.
