Mutual Fund Insights: Calvert Global Alternative Energy I Fund (CAEIX)

In-depth Analysis of Calvert Global Alternative Energy I Fund (CAEIX)

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See Calvert Global Alternative Energy I Fund (CAEIX) performance details as of January 31, 2010

  

Last Trade: $8.91 on 3/15/2010, Change: -0.12 (-1.33%)

  

Fund Manager - Jens Peers

Fund Manager Tenure: 2.8 years
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)

Peers was appointed Head of Eco Funds in July 2003, having worked as a financial analyst covering insurance and real estate stocks in KBCAM Brussels since 2001. He spent three years working with KBC Bank as an account manager. Peers has completed the CEFA (Certified European Financial Analyst) qualification. Jens Peers is a CFA charter-holder.  Get more insights on Jens Peers

  

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

Data for Calvert Global Alternative Energy I Fund (CAEIX) as of January 31, 2010

• Calvert Global Alternative Energy I Fund (CAEIX) has an annual stock turnover rate of 61.00% vs Equity Energy average of 105.19%. It is good that Calvert Global Alternative Energy I management does not trade extensively for its return.
• Calvert Global Alternative Energy I Fund (CAEIX) has a lower management fee than its Equity Energy average: 1.40% vs 1.73%
• Calvert Global Alternative Energy I Fund (CAEIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

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

Data for Calvert Global Alternative Energy I Fund (CAEIX) as of January 31, 2010

• Calvert Global Alternative Energy I Fund (CAEIX) management has been with Calvert Global Alternative Energy I Fund for only 2.8 years, it is hard to judge manager's ability based on this fund's operation record
• Calvert Global Alternative Energy I Fund is a focused fund with 44.37% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Calvert Global Alternative Energy I Fund (CAEIX) has a less-than-ideal short-term performance (1-year return 19.40% vs 39.60% Equity Energy category average)
• Calvert Global Alternative Energy I Fund (CAEIX) ratio of up-years vs down years can be improved
• Calvert Global Alternative Energy I Fund (CAEIX) is less safe compared to its Equity Energy peers

See Calvert Global Alternative Energy I Fund (CAEIX) performance details as of January 31, 2010

  

  

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Calvert Global Alternative Energy I Fund (CAEIX) Net Asset

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

Date	Net Asset
01/2010	$9.55M
11/2009	$10.07M
10/2009	$9.81M

More historic net asset information on Calvert Global Alternative Energy I Fund (CAEIX)

  

Calvert Global Alternative Energy I Fund (CAEIX) Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
10/2009	2.04%	97.96%	0%	0%
09/2009	3.8%	96.19%	0%	0%
07/2009	0.04%	94.85%	5.11%	0%

Click here to see more historic asset allocation information on Calvert Global Alternative Energy I Fund (CAEIX)

  

Most Recent Top 10 Holdings in Calvert Global Alternative Energy I Fund (CAEIX)

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

31-Oct-09 IBERDROLA RENOVABLES [7.34%] Vestas Wind Systems [5.57%] Scottish and Southern Energy PLC [5.37%] F P L GROUP INC [4.95%] ACCIONA [4.32%] EDP Renovaveis SA [4.25%] GEN AMER INVEST [3.91%] COVANTA HLD CP [3.9%] Wacker Chemie [3.69%] Kyocera Corporation [3.53%]

30-Sep-09 IBERDROLA RENOVABLES [6.76%] First Solar, Inc. [5.03%] Scottish and Southern Energy PLC [4.96%] F P L GROUP INC [4.64%] EDP Renovaveis SA [4.37%] GEN AMER INVEST [4.2%] Vestas Wind Systems [4.18%] Kyocera Corporation [3.98%] ACCIONA [3.94%] COVANTA HLD CP [3.75%]

31-Jul-09 IBERDROLA RENOVABLES [6.61%] F P L GROUP INC [5.87%] Scottish and Southern Energy PLC [5.63%] COVANTA HLD CP [4.43%] EDP Renovaveis SA [4.34%] GEN AMER INVEST [4.21%] First Solar, Inc. [3.72%] ACCIONA [3.72%] Kyocera Corporation [3.6%] Applied Materials, Inc. [3.56%]

Click here for Stock Holding Change Map in Calvert Global Alternative Energy I Fund (CAEIX)

  

Related books and products to Calvert Global Alternative Energy I Fund (CAEIX)

  

Latest News on Calvert Global Alternative Energy I (CAEIX)

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See more information on Calvert Global Alternative Energy I Fund (CAEIX)

• Calvert Global Alternative Energy I Fund Insights
• Calvert Global Alternative Energy I Fund Performance Data
• Calvert Global Alternative Energy I Fund News
• Calvert Global Alternative Energy I Fund Score Explaination
• Calvert Global Alternative Energy I Fund Manager Information
• Historic Calvert Global Alternative Energy I Fund Asset Allocation Report
• Historic Calvert Global Alternative Energy I Fund Top 10 Holding Tracking
• Historic Calvert Global Alternative Energy I Fund Asset Under Management Tracking