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 Mar 31, 2022

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 May 31, 2022

Ecopro BM Co Ltd 1.21
Enphase Energy Inc 1.20
Livent Corp 1.20
LG Chem Ltd 1.09
ON Semiconductor Corp 1.07
Umicore SA 1.05
Delta Electronics Inc 1.00
Xinyi Solar Holdings Ltd 0.96
Alfen Beheer BV 0.91
First Solar Inc 0.90
Total 10.59

Performance

Historical Returns (%) as of Mar 31, 2022

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 (%)

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Calvert Global Energy Research Index 7.86 30.98 -9.41 35.78 62.66 18.54
MSCI ACWI Index1 16.13 22.80 4.16 -2.36 7.86 23.97 -9.41 26.60 16.25 18.54

Portfolio

Index Statistics as of May 31, 2022

Median Market Cap $7.5B
Average Market Cap $44.0B
Price/Earnings Ratio 18.35
Price/Book Ratio 2.42

Sector Breakdown (%)3 as of May 31, 2022

 

Index Constituents (%)4 as of Apr 30, 2022

Holding % of Index
Ecopro BM Co Ltd 1.09%
Enphase Energy Inc 1.06%
Delta Electronics Inc 1.04%
LG Chem Ltd 0.98%
First Solar Inc 0.95%
Umicore SA 0.94%
ON Semiconductor Corp 0.93%
Tesla Inc 0.91%
Arcosa Inc 0.88%
SolarEdge Technologies Inc 0.84%
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Literature

Literature

Invest with Impact

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Index Rules and Methodology

Download Index Rules and Methodology - Last updated: Jan 27, 2021