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Calvert Global Energy Solutions I (CAEIX) Fund Ranking and Research

Ranking, Research and Recommendation of Calvert Global Energy Solutions I (CAEIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Calvert Global Energy Solutions I Fund (CAEIX) ManagerFund Manager - Treasa Chonghaile

Fund Manager Information

Fund Manager Tenure: 13.2 years
Fund Family: Calvert Investments
Fund Category: Equity Energy
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

 

Graph of Calvert Global Energy Solutions I Fund (CAEIX) ProfileCalvert Global Energy Solutions I Fund (CAEIX) Profile

Fund Profile and Description

Calvert Global Energy Solutions I Fund seeks long-term capital appreciation. Calvert Global Energy Solutions I Fund invests 80% of net assets (including borrowings for investment purposes) in equity securities of U.S. and non-U.S. companies whose main business is alternative energy or is significantly involved in the alternative energy sector. It invests in securities of all market capitalizations. Calvert Global Energy Solutions I Fund may also invest in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs"). It is non-diversified.

 

Calvert Global Energy Solutions I (CAEIX) Fund Strength What we like about Calvert Global Energy Solutions I (CAEIX) Fund

Data for Calvert Global Energy Solutions I Fund (CAEIX) as of May 30, 2016

  • Calvert Global Energy Solutions I Fund (CAEIX) management has been with Calvert Global Energy Solutions I Fund for 13.2 years
  • Calvert Global Energy Solutions I Fund (CAEIX) has good short-term performance (1-year return -13.42% vs -17.59% Equity Energy category median performance)
  • Calvert Global Energy Solutions I Fund (CAEIX) has good mid-term performance (3-year return -1.45% vs -8.06% Equity Energy category median performance)
  • Calvert Global Energy Solutions I Fund (CAEIX) has good Long-term performance (5-year return -4.89% vs -6.65% Equity Energy category median performance)
  • Calvert Global Energy Solutions I Fund (CAEIX) has a Morningstar rating of 4 and above
  • Calvert Global Energy Solutions I Fund (CAEIX) is less volatile than its peers as it has a 3-year Standard Deviation of 16.26, lower than category average of 23.64
  • Calvert Global Energy Solutions I Fund (CAEIX) has a lower expense ratio than its Equity Energy average: 1.40% vs 1.47%
  • Calvert Global Energy Solutions I Fund (CAEIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Calvert Global Energy Solutions I Fund (CAEIX) Weakness What we are cautious about Calvert Global Energy Solutions I (CAEIX) Fund

Data for Calvert Global Energy Solutions I Fund (CAEIX) as of May 30, 2016

  • Calvert Global Energy Solutions I Fund (CAEIX) ratio of up-years vs down years can be improved
  • Calvert Global Energy Solutions I Fund (CAEIX) has an annual stock turnover rate of 99.00% that is higher than the Equity Energy average of 84.48%. This could mean Calvert Global Energy Solutions I is more nimble, but also signal potential high tax impact and high trading fees
See Calvert Global Energy Solutions I Fund (CAEIX) performance details as of May 30, 2016

 

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Compare Calvert Global Energy Solutions I Fund (CAEIX)Compare with other top Equity Energy category mutual funds

Aadditional top Equity Energy mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Calvert Global Energy Solutions I-3.52-13.42-1.45-4.89
Fidelity Advisor Energy A (FANAX)14.74-11.64-4.11-3.02Compare
Integrity Williston Bsn/Md-N Amer Stk A (ICPAX)11.37-19.02-4.63-2.39Compare
Vanguard Energy Adm (VGELX)17.07-9.68-4.51-3.47Compare

See top fund managers for Equity Energy Category Funds

 

Compare Calvert Global Energy Solutions I Fund (CAEIX)Compare with Equity Energy category ETFs

Some Equity Energy ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Energy ETF (VDE)000
Guggenheim S&P 500 Equal Wt Energy ETF (RYE)000
PowerShares Dynamic Engy Explr&Prdtn ETF (PXE)000
Energy Select Sector SPDR ETF (XLE)000
SPDR S&P International Energy Sect ETF (IPW)000

 

Graph of Calvert Global Energy Solutions I Fund (CAEIX) Net Asset TrackingCalvert Global Energy Solutions I (CAEIX) Fund Net Asset

Track net asset change of Calvert Global Energy Solutions I fund (CAEIX)

DateNet Asset
05/2016$101.05M
03/2016$102.29M
02/2016$94.67M
More historic net asset information on Calvert Global Energy Solutions I Fund (CAEIX)

  

Graph of Calvert Global Energy Solutions I Fund (CAEIX) Portfolio TrackingCalvert Global Energy Solutions I (CAEIX) Fund Portfolio Allocation

Track portfolio allocation change of Calvert Global Energy Solutions I fund (CAEIX)

DateCashStockBondOther
04/20161.39%93.81%0.11%4.69%
03/20162.11%92.61%0.11%5.17%
01/20161.75%94.01%0.12%4.12%
Click here to see more historic asset allocation information on Calvert Global Energy Solutions I Fund (CAEIX)

 

graph of Calvert Global Energy Solutions I Fund (CAEIX) Top 10 Position TrackingTop 10 Holdings in Calvert Global Energy Solutions I (CAEIX) Fund

Discover what Calvert Global Energy Solutions I Fund (CAEIX) manager is buying

Apr 29, 2016
Johnson Controls, Inc. Common S [5.5%]
SunPower Corporation [5.23%]
Canadian Solar Inc [5.14%]
Covanta Holding Corporation Com [4.46%]
EDP Renovaveis SA [3.93%]
TRIO INDUSTRIES GRP [2.99%]
Capstone Infrastructure Corp [2.93%]
Hannon Armstrong Sustainable In [2.89%]
Kingspan Group PLC [2.84%]

Mar 30, 2016
SunPower Corporation [5.51%]
Johnson Controls, Inc. Common S [5.05%]
Canadian Solar Inc [5.02%]
Covanta Holding Corporation Com [3.92%]
Pattern Energy Group Inc. [3.77%]
EDP Renovaveis SA [3.6%]
First Solar, Inc. [3.59%]
ZUMTOBEL AG [3.32%]
TRIO INDUSTRIES GRP [2.98%]
Hannon Armstrong Sustainable In [2.92%]

Jan 30, 2016
SunPower Corporation [6.56%]
Johnson Controls, Inc. Common S [4.7%]
Canadian Solar Inc [4.43%]
First Solar, Inc. [4.37%]
Covanta Holding Corporation Com [3.97%]
Eaton Corporation, PLC Ordinary [3.37%]
TRIO INDUSTRIES GRP [3.14%]
EDP Renovaveis SA [3.01%]
Capstone Infrastructure Corp [2.88%]
Calgon Carbon Corporation Commo [2.78%]
Click here for Stock Holding Change Map in Calvert Global Energy Solutions I Fund (CAEIX)

  

Latest News on Calvert Global Energy Solutions I (CAEIX) Fund

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Calvert Global Energy Solutions I Fund (CAEIX) Related ResourcesSee more information on Calvert Global Energy Solutions I (CAEIX) Fund

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