Calvert Global Energy Fund Quote

CGAEX Fund  USD 10.66  0.11  1.02%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Calvert Global is trading at 10.66 as of the 22nd of March 2025; that is 1.02% down since the beginning of the trading day. The fund's open price was 10.77. Calvert Global has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The investment seeks to track the performance of the Calvert Global Energy Research Index. Calvert Global is traded on NASDAQ Exchange in the United States. More on Calvert Global Energy

Calvert Mutual Fund Highlights

Fund ConcentrationCalvert Research and Management Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, Calvert Research and Management, Large, World Small/Mid Stock (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Calvert Global Energy [CGAEX] is traded in USA and was established 22nd of March 2025. Calvert Global is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of Calvert Research and Management family. This fund currently has accumulated 185.97 M in assets under management (AUM) with minimum initial investment of 1 K. Calvert Global Energy is currently producing year-to-date (YTD) return of 2.01% with the current yeild of 0.01%, while the total return for the last 3 years was -2.19%.
Check Calvert Global Probability Of Bankruptcy

Instrument Allocation

Top Calvert Global Energy Mutual Fund Constituents

IFNNFInfineon Technologies AGOTC StockSemiconductors
EMREmerson ElectricStockIndustrials
TSLATesla IncStockConsumer Discretionary
RUNSunrun IncStockIndustrials
JKSJinkoSolar HoldingStockInformation Technology
FSLRFirst SolarStockInformation Technology
ENSEnersysStockIndustrials
OLEDUniversal DisplayStockInformation Technology
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Calvert Global Energy Risk Profiles

Calvert Global Against Markets

Other Information on Investing in Calvert Mutual Fund

Calvert Global financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Global security.
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