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 Jun 30, 2023

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 Aug 31, 2023

XPeng Inc 1.27
Tesla Inc 1.11
Eaton Corp PLC 0.97
ON Semiconductor Corp 0.91
Emerson Electric Co 0.90
Trane Technologies PLC 0.88
NIO INC - ADR 0.85
Verbund AG 0.84
Owens Corning 0.82
Array Technologies Inc 0.82
Total 9.36

Performance

Historical Returns (%) as of Jun 30, 2023

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 (%)

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Calvert Global Energy Research Index 7.86 30.98 -9.41 35.78 62.66 18.54 -16.63
MSCI ACWI Index1 22.80 4.16 -2.36 7.86 23.97 -9.41 26.60 16.25 18.54 -18.36

Portfolio

Index Statistics as of Aug 31, 2023

Median Market Cap $7.7B
Average Market Cap $54.7B
Price/Earnings Ratio 16.83
Price/Book Ratio 2.15
Number of Holdings 164

Sector Breakdown (%)3 as of Aug 31, 2023

 

Index Constituents (%)4 as of Jul 31, 2023

Holding % of Index
XPeng Inc 1.37%
NIO INC - ADR 1.16%
Tesla Inc 1.06%
ON Semiconductor Corp 0.91%
Plug Power Inc 0.90%
Orsted AS 0.81%
Wolfspeed Inc 0.81%
Vicor Corp 0.80%
Eaton Corp PLC 0.79%
Trane Technologies PLC 0.78%
View All

Literature

Literature

Invest with Impact

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Index Rules and Methodology

Download Index Rules and Methodology - Last updated: Feb 1, 2023