CGAEX : Calvert Global Energy Solutions Fund Class A

CGAEX is a Allocation Market Total World with HIGH fees.

CGAEX

Calvert Global Energy Solutions Fund Class A

FI Score

28 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

28% FI Score
  • cgaex
  • Mutual Fund
  • Allocation
  • Total World

Calvert Global Energy Solutions Fund Class A

Expenses: 1.26% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks to track the performance of the Calvert Global Energy Research Index. The fund concentrates in the sustainable energy solutions industry and normally invests at least 80% of its net assets in equity securities of U.S. and non-U.S. companies whose main business is sustainable energy solutions. The index is composed of companies that manage energy use in a sustainable manner or that are actively engaged in facilitating the transition to a more sustainable economy through the reduction of greenhouse gas emissions and the expanded use of renewable energy sources.

Largest Holdings

Amount Holding
1.05% Delta Electronics Inc
1.05% Power Integrations Inc
1.04% Samsung SDI Co Ltd
1.01% Enel SpA
0.99% Umicore SA
0.96% Universal Display Corp
0.94% Smart Metering Systems PLC
0.93% Infineon Technologies AG
0.91% Andritz AG
0.89% EDP - Energias de Portugal SA
0.89% Vestas Wind Systems A/S
0.89% Simplo Technology Co Ltd
0.87% Tianneng Power International Ltd
0.84% Varta AG
0.84% First Solar Inc
0.83% Brookfield Renewable Partners LP
0.82% EnerSys
0.82% Mitsubishi Electric Corp
0.81% Ormat Technologies Inc
0.81% China Longyuan Power Group Corp Ltd Class H
0.81% Northland Power Inc
0.81% OSRAM Licht AG
0.80% SolarEdge Technologies Inc
0.80% Epistar Corp
0.79% Schneider Electric SE

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