Calvert Global Energy Solutions FundCGAEX
Type
Mutual fund
Peer group
Global equity
Net assets
$171.7M
Expense ratio
1.24%
1-year return
+45.6%
3 years, a year
+8.5%
5 years, a year
+3.8%
Holdings
173
What it aims to do.
The Funds investment objective is to seek to track the performance of the Calvert Global Energy Research Index (the Index).
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JOBY Neste Oyj | 1.28% |
| JOBY Sse Plc | 1.09% |
| JOBY Orsted AS | 1.04% |
| Boralex Inc | 1.04% |
| JOBY Edp Sa | 1.03% |
| ORA Ormat Technologies Inc | 1.01% |
| JOBY Verbund AG | 0.98% |
| JOBY Brookfield Renewable Partners LP | 0.98% |
| Northland Power Inc | 0.94% |
| JOBY Elia Group SA/NV | 0.93% |
More on CGAEX.
- CGAEX overview
- CGAEX holdings
- CGAEX risk
- CGAEX costs
- CGAEX money in and out
- CGAEX share classes
- Compare CGAEX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.