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Calvert Funds (CGAEX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:International/Global Funds
Assets: ($ millions)$53.3

Account min.:$1,000
Reinvest. min.: 
IRA account min.:$1,000
IRA reinvest min.: 
Max. defer. load: 
Max. front load:4.75%
Avg. P/E:22.29
Avg. P/B:2.71
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Calvert Global Alternative Energy Fund seeks long-term growth of capital. The Fund invests at least 80% of net assets in equity securities of U.S. and non-U.S. companies whose main business is alternative energy or are significantly involved in the alternative energy sector. It invests in securities of all market capitalizations and may also invest in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs"). The Fund is non-diversified.
Social Issues08/31/18
Shareholder activism:
Community investment:
Human rights:
Products and Services:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
No fund sectors available
Fund Performance08/31/18
Year to date: -5.72%
Year to date: -5.72%
1 Year: 2.93%
Annualized returns:
3 Year: 6.23%
5 Year: 2.09%
10 Year: -7.56%
Since inception: -6.01%
Inception date: 05/31/07
Bear Market: -38.70%
Bear Market Period:     —    
MPT Statistics08/31/18
Alpha 3YR:3.99
Alpha 5YR:1.62
Beta 3YR:0.25
Beta 5YR:0.39
R. Squared 3YR:13.40
R. Squared 5YR:26.02
Sharpe 3YR:0.42
Sharpe 5YR:0.12
Std. Dev. 3YR:14.12
Std. Dev. 5YR:14.12
Sectors Pie Chart 
No fund sectors available


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