CGAEX Mutual Fund

CGAEX Mutual Fund (Calvert Global Energy Solutions Fund Class A) is managed by Calvert. CGAEX expense ratio is 1.24%, holding 173 positions across sectors including Industrials, Utilities, Materials. Inception date: 2007-05-31.

CGAEX performance shows a YTD return of 12.15%. The 1-year return is 20.06% and the 5-year return is 3.46%. CGAEX dividend yield stands at 0.46%, paid annually.

CGAEX top holdings include Fortum Oil & Gas Oy Neste Oyj (1.3%), Sse Plc (1.1%), Boralex Inc (1.0%), Orsted A/S (1.0%), EDP - Energias de Portugal SA (1.0%). Go to all CGAEX holdings, CGAEX sectors, or CGAEX dividends.

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