Calvert Funds (CGACX)
General Fund Information
Calvert Funds
4550 Montgomery Avenue Suite 1000
Bethesda MD 20814
(800) 368-2745
Category:International/Global Funds
Assets: ($ millions)$10.6

Account min.:$1,000
Reinvest. min.: 
IRA account min.:$1,000
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:22.29
Avg. P/B:2.71
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Calvert Global Alternative Energy Fund seeks long-term growth of capital. The Fund invests at least 80% of net assets 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 and may also invest in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs"). The Fund is non-diversified.
Social Issues07/31/18
Shareholder activism:
Community investment:
Human rights:
Products and Services:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance07/31/18
  Fund Return Percentile Rank *
Year to date: -5.38% 98
1 Year: 3.49% 63
Annualized returns:
3 Year: 2.71% 35
5 Year: 0.64% 20
10 Year: -8.44% 94
Since inception: -7.29% 93
Inception date: 07/31/07  
Bear Market: -38.89%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics07/31/18
Alpha 3YR:0.54
Alpha 5YR:0.08
Beta 3YR:0.28
Beta 5YR:0.39
R. Squared 3YR:14.23
R. Squared 5YR:25.51
Sharpe 3YR:0.14
Sharpe 5YR:0.02
Std. Dev. 3YR:14.21
Std. Dev. 5YR:14.21
Sector Distribution 
No fund sectors available