Morningstar

Calvert Global Energy Solutions I CAEIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 11.87  /  +0.68 %
  • Total Assets 159.1 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Mid Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.03%
  • Turnover 42%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis CAEIX

Will CAEIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CAEIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAEIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CAEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Decreased confidence in Calvert Global Energy Solutions I's prospects relative to its Morningstar Category peers leads to a downgrade in this strategy's Morningstar Medalist Rating to Bronze from Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings CAEIX

More CAEIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Encavis AG

1.10 1.7 Mil
Utilities

Tesla Inc

1.10 1.7 Mil
Consumer Cyclical

SSE PLC

0.95 1.5 Mil
Utilities

Drax Group PLC

0.86 1.3 Mil
Utilities

Sunrun Inc

0.84 1.3 Mil
Technology

Edp Energias De Portugal Sa Common Stock Eur1.

0.83 1.3 Mil
—

Suzlon Energy Ltd

0.81 1.2 Mil
Industrials

Orsted A/S

0.80 1.2 Mil
Utilities

Delta Electronics Inc

0.80 1.2 Mil
Technology

National Grid PLC

0.79 1.2 Mil
Utilities

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