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, 2020

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 Mar 31, 2020

Power Integrations Inc 1.07
Delta Electronics Inc 1.05
Samsung SDI Co Ltd 1.03
Umicore SA 1.02
Enel SpA 1.01
Universal Display Corp 0.99
Infineon Technologies AG 0.98
Smart Metering Systems PLC 0.96
ANDRITZ AG 0.94
Varta AG 0.92
Total 9.95

Performance

Historical Returns (%) as of Jun 30, 2020

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 (%)

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Calvert Global Energy Research Index 30.98 -19.55 35.78
MSCI ACWI Index1 12.67 -7.35 16.13 22.80 4.16 -2.36 7.86 23.97 -9.41 26.60

Portfolio

Index Statistics as of Mar 31, 2020

Median Market Cap $3.6B
Average Market Cap $25.6B
Price/Earnings Ratio 13.23
Price/Book Ratio 1.35

Sector Breakdown (%)3 as of Mar 31, 2020

 

Index Constituents (%)4 as of Jul 31, 2020

Holding % of Index
Vivint Solar Inc 1.68%
Delta Electronics Inc 1.44%
Plug Power Inc 1.42%
Xinyi Solar Holdings Ltd 1.28%
Siemens Gamesa Renewable Energy SA 1.23%
Sunrun Inc 1.23%
Samsung SDI Co Ltd 1.19%
ON Semiconductor Corp 1.18%
SolarEdge Technologies Inc 1.17%
Tesla Inc 1.16%
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Literature

Literature

Invest with Impact

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Index Rules and Methodology

Download - Last updated: Jan 23, 2020