CGAEX – Calvert Global Energy Solutions A Investment Strategy | Morningstar

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Strategy

The investment seeks to track the performance of the Calvert Global Energy Research Index. The fund concentrates in the sustainable energy solutions industry and normally invests at least 80% 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CAEIX	Calvert Global Energy Solutions Fund Class I	Institutional	Open			May 31, 2007	$72.77M	0.990%	Below Average	$1M	$1.33M
CGAEX	Calvert Global Energy Solutions Fund Class A	Front Load	Open			May 31, 2007	$94.76M	1.240%	Below Average	$1,000	$947,002.90
CGACX	Calvert Global Energy Solutions Fund Class C	Level Load	Open			Jul 31, 2007	$5.85M	1.990%	Average	$1,000	−$397,068.01

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