CGAEX Rating, Research - Calvert Global Alternative Energy A

Calvert Global Alternative Energy A (cgaex)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands


Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 11

Threats + Weaknesses = 7

When strengths & opportunities substantially exceed threats & weaknesses an investment in the cgaex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Calvert Global Alternative Energy A (CGAEX) Description: CGAEX is a mutual fund, which is an investment that owns a basket of assets. The CGAEX mutual fund was provided by Calvert and this investment vehicle derives the majority of its value from equity holdings (stocks). Calverts mutual fund has a medium management tenure and is in the average fund size classification. CGAEXs minimum initial investment amount is $2000 while the IRA minimum is $2000. CGAEXs expense ratio is roughly 2%. The latest CGAEXs front end load was 5% and the back end load was 0%. The Calvert Global Alternative Energy A (CGAEX) mutual fund falls under the equity energy category. CGAEX focuses its investments in USA and CGAEX is focused on the energy industry or fund sector. The Calvert Global Alternative Energy A (CGAEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CGAEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CGAEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests 80% of net assets (including borrowings for investment purposes) in equity securities (see equity research) of U.S. and non-U.S. companies whose main business is alternative energy or is 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 is non-diversified.

Management Analysis Update

Calvert Global Alternative Energy A's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update