CAEIX Mutual Fund

CAEIX Mutual Fund (Calvert Global Energy Solutions Fund Class I) is managed by Calvert. CAEIX expense ratio is 0.99%, holding 173 positions across sectors including Industrials, Utilities, Materials. Inception date: 2007-05-31.

CAEIX performance shows a YTD return of 11.37%. The 1-year return is 24.57% and the 5-year return is 3.83%. CAEIX dividend yield stands at 0.65%, paid annually.

CAEIX top holdings include Neste Oyj (1.3%), Sse Plc (1.1%), Orsted As (1.0%), Boralex Inc., Class ''A'' (1.0%), Energias De Portugal ADR (1.0%). Go to all CAEIX holdings, CAEIX sectors, or CAEIX dividends.

CAEIX can be compared against other funds. Use CAEIX overlap to find shared positions, or CAEIX vs another fund for a side-by-side view. CAEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.