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 reconstituted annually in June and rebalanced quarterly.

See "Rules and Methodology" under "Related Content" for the Index selection and weighting methodology.

Historical Returns (%)as of Jun 30, 2017

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Since Inception
07/15/2016
07/31/2017
Calvert Global Energy Research Index 2.73 7.52 18.44 16.82 18.50
MSCI All Country World Index1 2.79 5.54 14.59 17.06 6.21 10.84 17.64
06/30/2017
Calvert Global Energy Research Index 1.71 7.57 15.29 16.21
MSCI All Country World Index1 0.45 4.27 11.48 18.78 4.82 10.54 15.26
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 (%)as of Jun 30, 2017

Johnson Controls International plc
Infineon Technologies AG
Samsung SDI Co Ltd
Eaton Corp PLC
Schneider Electric SE
ABB Ltd
Emerson Electric Co
Daikin Industries Ltd
Tesla Inc
Ingersoll-Rand PLC
Total 9.65

See "Rules and Methodology" under "Related Content" for the Index selection and weighting methodology.


Performance

Historical Returns (%)as of Jun 30, 2017

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Since Inception
07/15/2016
07/31/2017
Calvert Global Energy Research Index 2.73 7.52 18.44 16.82 18.50
MSCI All Country World Index1 2.79 5.54 14.59 17.06 6.21 10.84 17.64
06/30/2017
Calvert Global Energy Research Index 1.71 7.57 15.29 16.21
MSCI All Country World Index1 0.45 4.27 11.48 18.78 4.82 10.54 15.26
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 (%)

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Calvert Global Energy Research Index
MSCI All Country World Index1 11.66 -42.19 34.63 12.67 -7.35 16.13 22.80 4.16 -2.36 7.86

See "Rules and Methodology" under "Related Content" for the Index selection and weighting methodology.


Portfolio

Index Statisticsas of Jun 30, 2017

Median Market Cap $7.5B
Average Market Cap $28.0B
Price/Earnings Ratio 15.42
Price/Book Ratio 2.01
Number of Constituents 160

GICS Sector Breakdown (%)as of Jun 30, 2017

Sector Index
Energy Efficiency 25.43
Energy Producer 28.19
Energy Technology 23.48
Leader/Solution Providers 22.90

Index Constituents (%)2as of Jun 30, 2017

Holding % of Index
Johnson Controls International plc 1.00%
Infineon Technologies AG 0.99%
Samsung SDI Co Ltd 0.99%
Eaton Corp PLC 0.97%
Schneider Electric SE 0.96%
ABB Ltd 0.95%
Emerson Electric Co 0.95%
Daikin Industries Ltd 0.95%
Tesla Inc 0.95%
Ingersoll-Rand PLC 0.94%
View All

See "Rules and Methodology" under "Related Content" for the Index selection and weighting methodology.


Insights & Analysis

Commentary

No commentary information is currently available.

See "Rules and Methodology" under "Related Content" for the Index selection and weighting methodology.

Attribution

No attribution information is currently available.

See "Rules and Methodology" under "Related Content" for the Index selection and weighting methodology.


Literature

Literature

White Papers

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