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, 2021

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 Jun 30, 2021

Enphase Energy Inc 1.22
Xinyi Solar Holdings Ltd 1.06
LG Chem Ltd 1.03
First Solar Inc 1.03
Delta Electronics Inc 0.99
SolarEdge Technologies Inc 0.99
Umicore SA 0.92
Universal Display Corp 0.92
ON Semiconductor Corp 0.90
NIO INC - ADR 0.90
Total 9.97

Performance

Historical Returns (%) as of Jun 30, 2021

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 (%)

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Calvert Global Energy Research Index 30.98 -19.55 35.78 62.66
MSCI ACWI Index1 -7.35 16.13 22.80 4.16 -2.36 7.86 23.97 -9.41 26.60 16.25

Portfolio

Index Statistics as of Jun 30, 2021

Median Market Cap $8.1B
Average Market Cap $48.9B
Price/Earnings Ratio 23.31
Price/Book Ratio 2.73

Sector Breakdown (%)3 as of Jun 30, 2021

 

Index Constituents (%)4 as of Jul 31, 2021

Holding % of Index
Enphase Energy Inc 1.25%
Ecopro BM Co Ltd 1.11%
LG Chem Ltd 0.99%
Xinyi Solar Holdings Ltd 0.98%
First Solar Inc 0.97%
Power Integrations Inc 0.96%
Universal Display Corp 0.96%
Vicor Corp 0.93%
Umicore SA 0.93%
Delta Electronics Inc 0.93%
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Literature

Literature

Invest with Impact

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Index Rules and Methodology

Download - Last updated: Jan 27, 2021