Calvert Global Energy Solutions I
CAEIX
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- Calvert Global Energy Solutions Fund Class I (CAEIX) is an open-end mutual fund that seeks to track the performance of the Calvert Global Energy Research Index by investing primarily in equity securities of companies addressing global energy challenges through sustainable solutions. The fund concentrates at least 80% of its net assets in sustainable energy solutions, focusing on four key categories: renewable energy producers and distributors such as developers of wind, solar, biomass, waste-to-energy, geothermal, biofuels, and hydropower plants; energy efficiency providers offering products and services that improve energy use in residential and commercial settings; energy technology providers delivering technologies like power storage, smart grid applications, building automation, grid automation, and carbon capture; and energy solutions providers, including energy use leaders in high-intensity industries and innovators aligned with United Nations Sustainable Development Goals. It emphasizes companies contributing to renewable energy production and infrastructure, energy use reduction, transportation decarbonization, and broader energy transition, with sector allocations including industrials (38.92%), utilities (26.12%), technology (12.64%), and others; geographic exposure spans the United States (28.25%), Eurozone (24.00%), Europe ex-Euro (8.67%), emerging Asia (8.30%), developed Asia (8.01%), and additional regions. Launched on May 31, 2007, the fund is domiciled in the United States, managed by Calvert Research and Management (headquartered at Two International Place, Boston, MA, part of Morgan Stanley Investment Management), with current portfolio managers Gordon Wotherspoon and Jennifer Mihara since July 1, 2024; it maintains total net assets of approximately $126.34 million, a net expense ratio of 0.99%, and a minimum initial investment of $1,000,000 for Class I shares. Recent leadership changes include the appointment of Wotherspoon and Mihara as managers in July 2024, alongside strong quarterly performance with I shares returning 11.44% net of fees for the period ending September 30, 2025, outperforming the benchmark's 7.62%; the fund continues to prioritize responsible investing under the Calvert Principles, avoiding significant fossil fuel reserve holders while engaging issuers on sustainability.