Overview

Description

The Calvert Global Energy Research Index ("Index") is composed of companies that manage energy use in a sustainable manner or that are actively engaged in facilitating the transition to a more sustainable economy through the reduction of greenhouse gas emissions and the expanded use of renewable energy sources. The Index universe consists of companies that satisfy minimum market capitalization and liquidity thresholds and are significantly involved in business activities in the sustainable energy solutions sector that are consistent with the Calvert Principles for Responsible Investment. The Index is reviewed at least annually and rebalanced quarterly.
 

Historical Returns (%) as of Sep 30, 2024

10/31/202409/30/2024
Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.
 

Index Facts

Price Ticker Symbol CALNRG
Total Return Ticker Symbol CALNRGNT

Top 10 Constituents (%)2,3 as of Oct 31, 2024

Arcadium Lithium PLC 1.02
Tesla Inc 0.99
Siemens Energy AG 0.89
Orsted AS 0.81
Cameco Corp 0.81
Eaton Corp PLC 0.81
SSE PLC 0.81
Brookfield Renewable Partners LP 0.80
Siemens AG 0.78
BYD Co Ltd 0.78
Total 8.51

1. MSCI ACWI Index is an unmanaged free-float-adjusted market-capitalization-weighted index designed to measure the equity market performance of developed and emerging markets. Unless otherwise stated, index returns do not reflect the effect of any applicable sales charges, commissions, expenses, taxes or leverage, as applicable. It is not possible to invest directly in an index. Historical performance of the index illustrates market trends and does not represent the past or future performance of the fund. MSCI indexes are net of foreign withholding taxes. Source: MSCI. MSCI data may not be reproduced or used for any other purpose. MSCI provides no warranties, has not prepared or approved this report, and has no liability hereunder.
2. Top 10 Holdings excludes cash and equivalents.
3. Percent of total net assets.

Performance

Historical Returns (%) as of Sep 30, 2024

10/31/202409/30/2024
Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.
 

Calendar Year Returns (%)

2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
Calvert Global Energy Research Index — — — 30.98 -19.55 35.78 62.66 8.22 -16.63 6.37
MSCI ACWI Index1 4.16 -2.36 7.86 23.97 -9.41 26.60 16.25 18.54 -18.36 22.20

1. MSCI ACWI Index is an unmanaged free-float-adjusted market-capitalization-weighted index designed to measure the equity market performance of developed and emerging markets. Unless otherwise stated, index returns do not reflect the effect of any applicable sales charges, commissions, expenses, taxes or leverage, as applicable. It is not possible to invest directly in an index. Historical performance of the index illustrates market trends and does not represent the past or future performance of the fund. MSCI indexes are net of foreign withholding taxes. Source: MSCI. MSCI data may not be reproduced or used for any other purpose. MSCI provides no warranties, has not prepared or approved this report, and has no liability hereunder.

Portfolio

Index Statistics as of Oct 31, 2024

Median Market Cap $8.6B
Average Market Cap $60.1B
Price/Earnings Ratio 16.85
Price/Book Ratio 1.82
Number of Holdings 177

Sector Breakdown (%)3 as of Oct 31, 2024

 

Index Constituents (%)4 as of Sep 30, 2024

Holding % of Index
Tesla Inc 0.97%
Orsted AS 0.87%
NIO INC - ADR 0.85%
SSE PLC 0.84%
EDP - Energias de Portugal SA 0.84%
Brookfield Renewable Partners LP 0.82%
XPeng Inc 0.78%
Brookfield Renewable Corp 0.77%
Siemens AG 0.76%
Northland Power Inc 0.76%
View All

1. MSCI ACWI Index is an unmanaged free-float-adjusted market-capitalization-weighted index designed to measure the equity market performance of developed and emerging markets. Unless otherwise stated, index returns do not reflect the effect of any applicable sales charges, commissions, expenses, taxes or leverage, as applicable. It is not possible to invest directly in an index. Historical performance of the index illustrates market trends and does not represent the past or future performance of the fund. MSCI indexes are net of foreign withholding taxes. Source: MSCI. MSCI data may not be reproduced or used for any other purpose. MSCI provides no warranties, has not prepared or approved this report, and has no liability hereunder.
3. Percent of total net assets.
4. Percent of index holdings.

Literature

Literature

Index Rules and Methodology

Download Index Rules and Methodology - Last updated: Sep 12, 2024