Calvert Global Energy Solutions Fund (CGAEX)

$185.97M
1.24%
Equities
Overall impact
A (96)
Shareholder advocacy
A
ESG
Environment
...
Social
...
Governance
...
Screens
Advertising
Alcohol
Animal treatment
Anti-abortion support
Anti-personnel mines
Antisemitism
Arctic drilling
Biological and chemical weapons
Cannabis
Carbon emissions intensity
Child safety
Cluster munitions
Coal
Contraceptives
Controversial weapons
Deforestation - financing
Deforestation - supply chain
Depleted uranium
Discrimination controversies
Environmental controversies
EU sanctions list
Factory farming
Fast food
Firearms
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
ILO Conventions
Interest-based products
Interest-bearing debt
Interest-bearing securities
Iran
Military contracting
Misleading communication
Music
Myanmar
Non-sustainable palm oil
Norges Bank exclusion list
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
OECD Guidelines
Oil and gas
Opioid controversies
Oppressive governments
Palestinian human rights
Pharma controversies
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tar sands
Thermal coal
Tobacco
UK sanctions list
Undermining US elections
UN Global Compact
UN Guiding Principles
US OFAC sanctions list
Weapons
Total 138
Impact

Cause CGAEX
Peer rank
Overall impact

Name Rating
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Screens
Advertising
Alcohol
Animal treatment
Anti-abortion support
Anti-personnel mines
Antisemitism
Arctic drilling
Biological and chemical weapons
Cannabis
Carbon emissions intensity
Child safety
Cluster munitions
Coal
Contraceptives
Controversial weapons
Deforestation - financing
Deforestation - supply chain
Depleted uranium
Discrimination controversies
Environmental controversies
EU sanctions list
Factory farming
Fast food
Firearms
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
ILO Conventions
Interest-based products
Interest-bearing debt
Interest-bearing securities
Iran
Military contracting
Misleading communication
Music
Myanmar
Non-sustainable palm oil
Norges Bank exclusion list
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
OECD Guidelines
Oil and gas
Opioid controversies
Oppressive governments
Palestinian human rights
Pharma controversies
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tar sands
Thermal coal
Tobacco
UK sanctions list
Undermining US elections
UN Global Compact
UN Guiding Principles
US OFAC sanctions list
Weapons
Total 138
Impact trend

Change in rating for overall impact
High rating
Low rating
Average rating
Change in rating
Top fund metrics
Metrics driving CGAEX's rating for overall impact (96, relative to other funds). Hover or click on a bubble for more info
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Fund data represents a weighted-average of fund holdings. Normalized scores are relative to other funds.
All fund metrics
Metrics used to rate CGAEX for overall impact. Click on a metric for more info
Metric Source Data Normalized
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Data status

Summary statistics on data used to rate Calvert Global Energy Solutions Fund for overall impact

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of potential metrics used

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unique data

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peer-average data

4 days ago

last updated

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company filings data

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government data

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Ethos research

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independent organization data
Fund data represents a weighted-average of fund holdings. Normalized scores are relative to other funds. Learn more about our ratings methodology
Screens
Click to screen holdings
Advertising
Alcohol
Animal treatment
Anti-abortion support
Anti-personnel mines
Antisemitism
Arctic drilling
Biological and chemical weapons
Cannabis
Carbon emissions intensity
Child safety
Cluster munitions
Coal
Contraceptives
Controversial weapons
Deforestation - financing
Deforestation - supply chain
Depleted uranium
Discrimination controversies
Environmental controversies
EU sanctions list
Factory farming
Fast food
Firearms
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
ILO Conventions
Interest-based products
Interest-bearing debt
Interest-bearing securities
Iran
Military contracting
Misleading communication
Music
Myanmar
Non-sustainable palm oil
Norges Bank exclusion list
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
OECD Guidelines
Oil and gas
Opioid controversies
Oppressive governments
Palestinian human rights
Pharma controversies
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tar sands
Thermal coal
Tobacco
UK sanctions list
Undermining US elections
UN Global Compact
UN Guiding Principles
US OFAC sanctions list
Weapons
Total 138
Securities held by CGAEX
Holdings as of Mar 31, 2024
Holdings rated for overall impact
Security Rating
Security Rating
Security Rating
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Only includes fund holdings with ratings for selected cause (overall impact). Learn more about our ratings methodology
Advocacy data
Responsible governance
A(100.0)
Advocacy activities
A(100.0)
Proxy votes 2015-19
Not available
Proxy votes 2020
Not available
Proxy votes 2021
87.0%
Proxy votes rating
A(87.0)
Overall advocacy and engagement rating
A(100.0)

Fund impact stories

CGAEX Price
$11.10
Last available end-of-day price. Full disclosure
Hypothetical historical growth of $10,000
Historical performance
Info
Name
Calvert Global Energy Solutions Fund
Symbol
CGAEX
Type
Mutual Fund
ISIN
US13161P8471
CUSIP
13161P847
Fund family
Calvert
Asset class
Equities
Category
Equity - World Small/Mid
Total assets
$185.97M
Share classes
CAEIX
I
CGAEX
A
Expense ratio
CAEIX (I)
0.99%
CGAEX (A)
1.24%
Description
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.

This information is subject to Ethos' Terms and Conditions, which you can find here.

This information may not be used for corporate financing purposes (including, without limitation, ESG-linked loans, credit facilities, securities or structured products), as a basis for any financial instruments or products (including, without limitation, passively managed funds and index-linked derivative securities) or other products or services, to verify or correct data in any other compilation of data or index, to create any derivative works, nor to create any other data or index (custom or otherwise), without Ethos' prior written permission.

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