Calvert Global Energy Fund Quote
| CGAEX Fund | USD 10.54 0.04 0.38% |
PerformanceVery Weak
| Odds Of DistressLow
|
Calvert Global is trading at 10.54 as of the 17th of February 2025; that is 0.38% up since the beginning of the trading day. The fund's open price was 10.5. Calvert Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of February 2023 and ending today, the 17th of February 2025. Click here to learn more.
The fund concentrates in the sustainable energy solutions industry and normally invests at least 80 percent 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.. More on Calvert Global Energy
Moving against Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Global Energy [CGAEX] is traded in USA and was established 17th of February 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. The entity is thematically classified as Energy Funds. 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 0.86% with the current yeild of 0.01%, while the total return for the last 3 years was -2.81%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Global Energy Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calvert Global Energy Mutual Fund Constituents
| JCI | Johnson Controls International | Stock | Industrials | |
| IFNNF | Infineon Technologies AG | OTC Stock | Semiconductors | |
| SBGSF | Schneider Electric SE | Pink Sheet | Specialty Industrial Machinery | |
| ESOCF | Enel SpA | Pink Sheet | Utilities—Diversified | |
| ROK | Rockwell Automation | Stock | Industrials | |
| APTV | Aptiv PLC | Stock | Consumer Discretionary | |
| DQ | Daqo New Energy | Stock | Information Technology | |
| DKILF | Daikin IndustriesLtd | Pink Sheet | Building Products & Equipment |
Calvert Global Energy Risk Profiles
| Mean Deviation | 0.7075 | |||
| Standard Deviation | 0.9245 | |||
| Variance | 0.8547 | |||
| Risk Adjusted Performance | (0.05) |
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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