Calvert Global Alternative Energy A 4550 Montgomery Avenue Suite 1000n Bethesda MD 20814 Map
Phone: 800-368-2748
| Category: | Specialty-Natural Res | | Fund Family: | Calvert | | Net Assets: | 208.35M | | Year-to-Date Return: | -15.12% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-May-07 |
|
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks long-term capital appreciation. The fund invests 80% of net assets (including borrowings for investment purposes) 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. The fund may also invest in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs"). It's nondiversified |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 2.00% | | Average for Category:
| 127.12% |
|
| Expense | CGAEX | Category Avg | | Total Expense Ratio: | 1.85%
| 1.54% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.24% | | Max Deferred Sales Load: | 0.00%
| 2.36% | | 3 Yr Expense Projection*: |
$1,165 | $657 | | 5 Yr Expense Projection*: |
$N/A | $1,021 | | 10 Yr Expense Projection*: |
$N/A | $2,010 |
|
|